Chartered Financial Analyst (CFA)

Course details

The CFA  Programme is a globally recognized graduate-level programme for finance and investment professionals, administered and awarded by the US-based CFA Institute. The programme focuses on the global investment management profession from the standpoint of a practitioner. It provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today's investment industry. In 2015, there are 130,604 investment professionals in 150 countries that are CFA  charter holders.

Why Should I do CFA  at Noesis?

Noesis is the only tuition provider that follows CFA Institute Prep Provider Guidelines in Malaysia, offering tuition to Level I, II and III CFA  Program candidates. We have a team of qualified and experience instructors. They are mainly CFA  charterholders who are able to provide a thorough understanding of the financial markets and bring real-life examples to class. Adhering to the CFA  Prep Provider Guidelines, we produce effective, high-quality supplementary materials that are aligned with the current official curriculum and exam formats.

• At Noesis, we understand the need to provide flexibility for our students in their study schedules. In order to allow our students to balance their work and study commitments, we offer flexibility for students to extend to future exams at no additional cost.
• Each level consists of approximately 150 hours of study, including an intensive revision course, progress test and mock exam. We also allow free repeats for students within bands 7-10. And we reward students achieving marks above 70% in all subjects with scholarships.
• Noesis recognizes that as working adults, networking through the sharing of experience in class is an important tool of learning; therefore class numbers are kept small. In addition, this allows personal and professional attention to be directed to each inpidual. In 2015, Noesis has approximately 100 level 1, 30 level 2, and 29 level 3 students to network with.
• This conducive environment further enables our CFA  students to explore various career paths and opportunities. With the facilities of our Dream Career Workshop, career overviews and job placement, our CFA  graduates achieve on average a 30% increase in salary and 100% success in key investment positions upon completion of their course with Noesis. Key positions successfully placed from our workshop includes research analyst at Deutsche Bank and buy side analyst at Public Mutual Berhad.

THE CFA  CURRICULUM

• The CFA  Programme is a graduate-level self-study program that combines a broad curriculum with professional conduct requirements, culminating in three sequential exams.
• Because each exam question is based explicitly on the curriculum, you need to show mastery of the most current curriculum content in your study programme.
• The curriculum for each of the three levels is organized into 18 study sessions. Each study session contains assigned readings, learning outcome statements (LOS), and problem sets (to demonstrate the practical application of your knowledge).

Tools

• Tools & Concepts that apply to investment valuation and portfolio management
• Basic concepts regarding assets classes, securities and markets
• CFA Institute Code of Ethics & Standards of Professional Conduct

Asset Valuation

• Application of tools and concepts of investment valuation
• Industry and Company Analysis
• Analysis of investment vehicles and instruments
• CFA Institute Code of Ethics & Standards of Professional Conduct

Portfolio Management

• Management of institutional and inpidual portfolios
• Management of specific asset class portfolios
• CFA Institute Code of Ethics & Standards of Professional Conduct

PROGRAMME REQUIREMENTS

To become a CFA  candidate, you must:

• Have a bachelor's degree in any discipline or equivalent (ACCA, CPA, CIMA, ICSA, AIA); or
• Be in the final year of your bachelor's degree program at the time of registration; or
• Have four years of professional work experience (does not have to be investment-related); or
• Have a combination of professional work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrolment.