Chartered Financial Analyst (CFA) Exam Preparation

Course details

About CFA  TRAINING
Course Overview
Chartered Financial Analyst (CFA), set by CFA Institute, is a globally recognized qualification for professionals in the field of Investment management.
The CFA Program bridges current practice, investment theory, and ethical and professional standards to provide investment analysis and portfolio management skills.
CFA qualification is a must if you are looking for:-

• A career in finance / banking / investment advisory / risk management / equity analysis and other areas of finance and accounting.
• A career in finance domain as a business analyst or a financial analyst.
• A career in Investment banking, Asset Management, Hedge Funds, Private Equities and other areas of financial markets domain.
• Starting your own investment advisory business.
• Earn a global qualification that has no country specific limitation.
• A qualification that has no rival across the globe.
• Strengthening your qualification without leaving your job to stand out in the competitive global industry.
• To enter into a financial industry for those who lack finance experience or a finance background.

 
Benefits of earning CFA charter

• Career Enhancement
• Educational Enhancement
• Global community networking
• Leadership Skills
• Global Recognition

Course of study
The CFA Program is offered in a self-study format and is divided into three levels of exams.
LEVEL I: It consist of basic knowledge and comprehension questions focused on investment tools; some questions will require analysis.
 
LEVEL II: It emphasize more complex analysis along with a focus on valuing assets
 
LEVEL III: It requires synthesis of all the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning. APPLICATION AND SYNTHESIS ANDHENSION ANALYSIS EVALUATION
LEARNING TOPIC
The curriculum is organized into ten general topic areas that provide a framework for making investment decisions:
 

1. ETHICAL AND PROFESSIONAL STANDARDS
2. QUANTITATIVE METHODS
3. ECONOMICS
4. FINANCIAL REPORTING AND ANALYSIS
5. CORPORATE FINANCE
6. EQUITY INVESTMENTS
7. FIXED-INCOME INVESTMENTS
8. DERIVATIVES
9. ALTERNATIVE INVESTMENTS
10. PORTFOLIO MANAGEMENT AND WEALTH PLANNING

CFA exam process

• To be eligible to sit for the exam you must be enrolled in the CFA Program.
• Log onto the CFA Institute website to register for the exam
• Level 1 exam is offered on the 1st Saturday of June and December while Level II & III exams are offered only on 1st Saturday of June.
• Results for Level I and II candidates are available within 60 days of the exam date and within 90 days for Level III candidates.

CFA key deadlines & exam fees structure
For the key deadlines and information of CFA exam fees, click on

Steps to be eligible for CFA charter
Step 1: Become a CFA candidate and enroll in the CFA Program. To do so, you must

• meet one of the following criteria:

• Have a bachelor's (or equivalent) degree,
• Be in the final year of a bachelor's degree program,
• Have four years of professional work experience, or
• Have a combination of professional work and university experience that totals at least four years.

• be prepared to take the exams in English.
• have a valid international passport.
• meet the professional conduct admission criteria.
 
Step 2:. Pass the Level I Exam (June or December).
 
Step 3: Pass the Level II Exam (June).
 
Step 4: Pass the Level III Exam (June).
 
Step 5: Have four years of professional work experience in the investment decision-making process (accrued before, during, or after participation in the CFA Program).
 
Step 6: Join CFA Institute as a regular member.
 
Exam Preparation timelines
Each part of the CFA program requires between hours of study. However this number can vary depending on the candidate's academic background and work experience.

How Informatics can help you in your CFA journey?
Successful completion of the CFA examinations (three exam levels) is one of the necessary steps towards gaining the CFA qualification and Informatics can help ease your way through this CFA journey.
Informatics can help you achieve your CFA qualification through:-

• Qualified tutors includes FRM, CFA charter holders & Chartered Accountants and working in banking industry having wealth of practical experience in Risk Management / Investment Management who will deliver exceptional quality exam focused lectures.
• Exam style questions thoroughly solved in class.
• Every critical concept is followed by a detailed example for better understanding of concepts.
• Regular mock exams conducted in the class before the final CFA exam.
• Students will be provided with internationally acclaimed study material from Schweser with all classroom slides.
• Free make-up classes to the students who join late in the class.
• Dedicated revision session at the end of the batch for better exam preparation

  Updated on 13 July, 2020