Introduction to CFA Program - CFA | CMA | Finance · Introduction to CFA Program 3 About the CFA...

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Introduction to CFA Program Binod Shankar, CFA 14 th November, Dubai

Transcript of Introduction to CFA Program - CFA | CMA | Finance · Introduction to CFA Program 3 About the CFA...

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Introduction to CFA Program

Binod Shankar, CFA14th November, Dubai

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November 14, 2017 Introduction to CFA Program 2

Session Plan

• About the CFA program– Why do it?• Pre-Assessment – Attempting the ‘MCQs’• Demo Lecture • Post-Assessment• Review, Q&A and Insights into assessment results • One-To-one Counseling

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Introduction to CFA Program 3

About the CFA Program

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• Established in 1962, the CFA® designation continues to enjoy dramatic growth worldwide and is accepted as the benchmark for technical excellence in the financial markets.

• Benefits of earning the CFA Charter

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The CFA Program

Higher Compensation

InternationalRecognition

Knowledge withGlobal

Perspective

Credibility Respect Access to Global Network

“Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.”

Financial Times

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5% 5% 5%

22%

5%6%

7%

15%

RELATIONSHIP MANAGER

CORPORATE FINANCIAL ANALYST

FINANCIAL ADVISOR PORTFOLIO MANAGER

RISK MANAGER CONSULTANT CHIEF LEVEL EXECUTIVE

RESEARCH ANALYST

Top CFA Charter-holder Vocations

Introduction to CFA Program 5

Career Opportunities

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Roadmap to CFA Charter

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Introduction to CFA Program 7

Registration

Particulars First Deadline27th Sept., 2017

Second Deadline14th Feb., 2018

Final Deadline14th March, 2018

Program Enrolment $450 $450 $450Exam Registration $650 $950 $1,380Total $1,100 $1,400 $1,830 Next exam date – 23rd June, 2018 Returning candidates (Level II, III and repeaters) pay only the exam registration fee. Enrolment and registration fees are non-transferable and non-refundable.The exam registration fee covers the cost of:• The eBook (contains the complete curriculum you need to study)• An interactive study planner to guide and track your exam preparation• Topic-based practice tests & mock exams• A mobile study app with access to everything listed above

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Introduction to CFA Program 8

WeightagesTopic Area Level I Level II Level III

Ethical and Professional Standards 15 10-15 10-15

Quantitative Methods 12 5-10 0

Economics 10 5-10 5-15

Financial Reporting and Analysis 20 15-20 0

Corporate Finance 7 5-15 0

Investment Tools 49 30-55 5-15

Equity Investments 10 15-25 5-15

Fixed Income Investments 10 10-20 10-20

Derivatives 5 5-15 5-15

Alternative Investments 4 5-10 5-15

Asset Valuation 29 35-70 25-65

Portfolio Management and Wealth Planning 7 5-10 40-55

Total 100 100 100

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Introduction to CFA Program 9

Exam Structure & ResultsExam

Level I Level II Level III

Conducted in Jun and Dec Conducted in Jun Conducted in Jun

Expect a total of 240 multiple-choice questions (MCQ’s) dividedbetween two sessions.

Consists entirely of 20 item-set questions, or “mini-cases” followed by six MCQ’s divided between 2 sessions.

This final exam includes both essay (morning session) and item-set questions (afternoon session).

Results Pass/Fail result Within 60 days of exam Topic-wise scores, 3 bands Minimum Passing score –

undisclosed

Pass/Fail result Within 60 days of exam Topic-wise scores, 3 bands Minimum Passing score –

undisclosed

Pass/Fail result Within 90 days of exam Topic-wise scores, 3 bands Minimum Passing score –

undisclosed

Pass Rates (Average over the last 10 years)Level 1 : 35-40% Level 2 : 40-45% Level 3 : 50-55%

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Introduction to CFA Program 10

Why Choose Kaplan

Genesis?

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Kaplan Advantage: Global Experience

Kaplan has over 1 million students globally across 400 locations

Oldest and leading CFA Prep Provider in the region and across the globe

Largest number of full time charter-holder faculty

World class Kaplan Schweser study materials

Well drafted Practice Test & Mock exam to help you prepare

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Kaplan Genesis Edge: Our Pedigree

• Preparing Level I candidates since 2009 – 10,500+ training hours!

• 5 full-time faculty – collective industry experience of over 85 years

• Regularly and actively seeking feedback

• Largest pool of CFA charterholder trainers in the region

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Kaplan Genesis value-adds

Motivation, counselling and career advisory

Candidates Learning

Enhancement Sessions

Personalized doubt clearing

sessions

Dedicated Student Relationship

Officer

Networking with alma-mater through Alumni events and

Hangout Mixers

Round-the-clock trainer access

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Trainers

“I must say an exceptional group of teachers! Very impressed! All in all, I will recommend Genesis as a good training companion for the CFA program. Helped to keep the right pace of studying”- Jad Raouda- Level I Candidate

“Awesome trainers !! Passionate about their job and highly focussed on ensuring that the students are able to clear the exam with flying colours.”-Rajkumar Swaminathan- Level III Candidate

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CFA Study Guide

Plan to spend approx. 400 hours for Level 1 (including classroom time.)

Try to attend all the classes and for best results, come prepared for the classes. Read from Schweser or the CFA® Curriculum (CFAC) before class.

Focus on the BIG 6 topics in Level 1: makes up 77% of the exam.

Study regularly, every day, every week. Delaying studies to the last 1-2 months will most likely not work

Level 1 is all about concepts. Memorizing formulae is not that useful! Understand the concepts and that is why you need time and regular study

Practice is essential to get a grip on the concepts. The classes will only cover the concepts and a few problems. You need to work out problems at home.

Work out at least 2,000 questions over the next 4 + months from CFAC and the SchweserPro online question bank after each class.

Revision and mock exams are essential in the last month before the exam as you’d have forgotten a lot by then.

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Course Schedule & Timings

Course Dates Days Timing Venue

Prep Pro 5th December Sundays & Tuesday Weekdays: 6:30pm - 9:30 pm

Kaplan

Genesis

Dubai

Revision Pro May/JuneWeekdays or

WeekendsTBC

Kaplan

Genesis

Dubai

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Level I Training Solutions

Price in AED 15,550 (After

Discount)

11,950(After

Discount)

13,100 9,800 5,500 4,500

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Level I Training Solutions

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Course Benefit

Enhanced Prep Pro (Prep Pro + Revision Pro + Books)

Discount of AED 4,500 ie. on total fees of 16,450, if you register by 23rd November. Pay AED 11,950.

Individual CoursesPrep ProRevision Pro

Discount of 10% on course fees against 5% iif you register by 23rd November. Pay AED 11,950.

Introduction to CFA Program 19

Discounts & Other Benefits

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Essential Self Study Pack!

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Testimonials

“We had the pleasure of meeting the Genesis Team, who helped make our preparation more efficient, effective and enjoyable. A job well done! Keep up the good work that you've been doing all along, that is, being Genesis!”-Mohammad Aldabbagh- Level I CFA® - Dec 2015 – Premium

“Genesis crew have really made this journey easier and achievable for me. the 3 hours class saves me 10 hours of studying.”-Amin Assalama- Level II Candidate

“It was an amazing experience being associated with Genesis for all three Levels of CFA in the last couple of years. The faculty was great and helpful and most importantly made the CFA journey easy and fun throughout. Thanks Genesis!”- Yusuf Huda- Level III Candidate

“We had the pleasure of meeting the Genesis Team, who helped make our preparation more efficient, effective and enjoyable. A job well done! Keep up the good work that you've been doing all along, that is, being Genesis!”- Mohammad Aldabbagh- Level I Candidate

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Contact Us:

Mr. Sebtain Mansoor [email protected]

+971 50 326 7112

Mr. Fahad [email protected]

+971 55 486 3223

Office # 2401, Vision Tower, Business Bay, P.O.Box 501715, Dubai, United Arab Emirates

Toll Free: 800 346 (FIN)Tel: +971 4 554 6184Fax: +971 4 554 6194

Email: [email protected]