Preparatory Course for Chartered Financial Analyst (CFA®) Examination

Course details

The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world. The CFA® program is the professional qualification administered and awarded by the CFA Institute, based in United States.

Benefits of the CFA Charter

More than 100,000 have achieved charterholder status in over 135 countries and territories, the benefits include:

• Portable reputation – a charter remains a mark of quality, whether you change company or move country.
• Global community – instant access to a global network of investment professionals
• Globally relevance – an international standard for measuring competence and integrity
• Career-enhancing – demonstrates your commitment to knowledge and high ethical standard to employers and clients
• Credible – praised and supported by the clients, employers and regulators including the investment community at large

Enrolling in the CFA Program is your first step toward earning this qualification.

While the Kaplan Financial CFA preparatory course is Learning Outcome Statement (LOS) focused, your commitment to self-study also serve as a critical factor in preparing for the CFA examination.

Entry Requirements

To enroll in the CFA Program, you must have:

• An international travel passport and
• One of the following:
  • Undergraduate education: A bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program (you will be required to update your education information before you can register for the Level II exam), or
  • Work experience: Four years of professional work experience (does not have to be investment related), or
  • A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued prior to enrollment).
• Meet the professional conduct admission criteria
• Complete the online registration and enrolment form and pay the required fees directly to CFA Institute

CFA Candidate Profile

The CFA designation is designed to be a benchmark for ethical standards and professionalism within the global financial community. Typical CFA candidates include:

• Portfolio Manager
• Research Analyst
• Chief-Level Executive
• Risk Manager
• Relationship Manager
• Accountant/Auditor
• Corporate Financial Analyst
• Financial Advisor
• Investment Banking Analyst
• Consultant
• Trader
• Strategist

Course Description

Our Preparatory Course for CFA® Examination is made up of 3 distinct phases:

PREPARE PHASE (Education Course)

Our education course is designed to take candidates through the topics with clear and thorough explanation, making home study far more productive. Topics are taught with the use of worked examples throughout the course. It is designed to help you:

• Develop a good understanding of each topic
• Focus on the key knowledge needed for the exam
• Cover the vast majority of CFA® Institute’s prescribed Learning Outcomes Statement (LOS)

The sessions are spread evenly over the months leading to the exam via a combination of weekday evenings and weekend classes. Full coverage of the curriculum organized by LOS and presented online by faculty. Available on Kaplan Schweser website, the sessions used the same slide pack as contained in the classroom materials to dovetail seamlessly with the classroom experience to provide useful additional source of reference.

Course Materials

• Teaching Slide Pack
• Schweser Self-Essential Package
• Schweser Video Classes

PRACTICE PHASE (Revision Course)

Apart from a lack of understanding of topics, many candidates find the CFA® exams difficult due to poor exam technique. Our revision course aim to cover topic areas in overview with additional detailed review of the more challenging concepts.

This is backed up with question practice and debriefs to ensure you are comfortable in applying your knowledge to exam standard questions. Our lecturers will ensure that you feel prepared for the style, format and challenges that await you on the day of the exam.

Our Revision Course is designed to help you:

• Apply knowledge in questions and reinforce exam techniques
• Focus on topics you feel weak
• Develop your exam strategy
• Crystallize and refresh the understanding of topics
• Obtain an overview and debrief
• Revisit some tricky and difficult concepts

Non-Education Program Candidates

Our revision course is built up on the knowledge learned during our education course. Non-education course candidates are welcome to join, but to truly benefit from our revision course; you are encouraged to have a thorough understanding of the topics through your own self-study.