Polish your potential

and let your CFA dream shine.

With ICICIdirect Centre for Financial Learnings
CFA Level 1 training programme.

ICICIdirect Centre for Financial Learning (ICFL):

ICICIdirect Centre for Financial Learning is an educational initiative of
ICICI Securities Ltd. ICFL is committed to enhance financial literacy amongst all
existing and prospective stakeholders in the society, by empowering them to make
better and more informed decisions. ICFL is also committed to lead the path to create
next generation leaders who could catalyse the growth of financial markets in India
by expanding the pool of qualified and certified professionals for the industry.
ICFL training programmes are categorised under:
1. Investment Education
2. Professional Certification and Development
Over the period, ICFL has trained more than 1.5 Lakh students and investors across India through its various programmes.
The repository of domain knowledge includes host of in-house developed seminars, workshops, certifications and training
programmes leading to reputed certifications. ICFL has offices and training facilities across India aided by technological
capability and alliances to deliver trainings through e-Learning, virtual classrooms and satellite classrooms.

Chartered Financial Analyst (CFA) Programme:

The Chartered Financial Analyst (CFA) Programme is a professional credential offered internationally by US based CFA
Institute (formerly known as the Association for Investment Management and Research, or AIMR). The CFA charter is a
qualification for finance and investment professionals, particularly in the fields of investment management and financial
analysis of stocks, bonds and their derivative assets. The programme focuses on portfolio management, financial analysis and
provides generalist knowledge of finance.
Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become
the gold standard. - Financial Times, 13th August, 2010.

Key Highlights:
The Chartered Financial Analyst (CFA) credential has become the most respected and recognised investment designation
in the world.
The CFA Programme curriculum covers concepts and skills you will use at all stages of your career, bridging academic
theories, current industry practices and ethical and professional standards to provide a strong foundation of advanced
investment analysis and real-world portfolio management skills.
Earning the CFA Programme charter places you in the company of an elite group of more than 90,000 respected
investment professionals. Access to their collective expertise, networks and resources is an invaluable asset.
Regulatory bodies in 19 countries recognise the CFA charter as a proxy
for meeting certain licensing requirements.
More than 125 distinguished colleges and universities around the world have
incorporated a majority of the CFA Programme curriculum into their own
courses, including the University of Oxfords Said Business School; New York
University; INSEAD; Peking University and Nanyang Technological University.
Source: www.cfainstitute.org

Chartered Financial Analyst (CFA) Programme is ideal for:

Individuals working in the Financial Services sector
Investment professionals who want to take their skills and marketability
to the next level
Individuals who want to change their career path and are interested in entering
the world of investments
Individuals working in investment / stock research firms
Individuals working in corporate finance roles, business analysis and
investment banking roles
Students keen on starting their career in Investment and Finance
CAs / CSs / ICWAs / CFPs and others having similar professional
qualifications
IT professionals working in BFSI domain

Employment Prospects:
The CFA Programme equips you with the practical and fundamental knowledge you need for a wide variety of career choices
in the investment profession. CFA charterholders find that earning the CFA charter provides them with a passport for
working within numerous investment specialties and markets across the globe. It also equips them to change specialties as
their careers evolve.

Types of profiles that CFAs get:

Investment Banking
Analysts / Bankers

Portfolio Managers

5%

Risk Managers

4%

Corporate Financial
Analysts

Others

4% 4%

Financial Advisors

32%

22%

5%

Consultants

7%

14%

Chief Executives
Research Analysts

Source: Self-reported employment data as of 1st August, 2011.

(Percentages may not add to 100 due to rounding)

Who employs CFA Charterholders?

Others

28%

16%

8%

Consulting Firms

10%
Institutional Investment
Management Services;
Corporate Plan Sponsors;
Corporate Treasury

Investment Companies;
Mutual Funds

23%

16%

Private Client
Wealth Management
Services; Family Offices;
Trust Companies

Brokers - Dealers; Investment

Banking; Sell-side Research

Source: June 2011 Practice Analysis Survey of CFA Institute Members.

(Percentages may not add to 100 due to rounding)

Eligibility Requirements for CFA Exam:

ROAD MAP TO THE CFA CHARTER

Bachelors Degree or equivalent / in final year of
Bachelors Degree Programme
Enrolment
Level 1 Exam

(June or December)

Level 2 Exam
(June)

Level 3 Exam
(June)

4 years of relevant work experience

(Accumulated before, during, or after exam)

Professional conduct statement

Join CFA Institute and apply for society membership
Member dues
CFA Institute member in good standing

Earn
Earn
EarnCFA
CFA
CFA
Charter
Charter
Charter

You can take the exam as long as you:

Have a Bachelors (or equivalent) Degree, or are in the
final year of your Bachelors Degree at the time of
registration, or have four years of qualified, professional
work experience or a combination of work / college
experience that totals four years
Meet the professional conduct admission criteria
Can take the exams in English
Have a valid international travel passport

CFA Programme Curriculum and Exam Format:

CFA Level 1
The Level 1 study programme emphasises tools and includes an introduction to asset valuation, financial reporting, financial
analysis and portfolio management techniques.
Programme Curriculum and their Weightage:
Ethical and Professional Standards - 15%, Quantitative Methods - 12%, Economics - 10%, Financial Reporting and Analysis - 20%,
Corporate Finance - 8%, Portfolio Management - 5%, Equity - 10%, Fixed Income - 12%, Derivatives - 5%, Alternative Investments - 3%.

Exam Format:
240 total multiple choice questions (120 in the morning session and 120 in the afternoon session). Each multiple choice
question is free-standing (not dependent on other questions) and has three possible answers: A, B, and C. All questions are
equally weighted and there is no penalty for guessing.

Level 1 can be taken in June and December.

ICICIdirect Centre for Financial Learning Advantage:

ICICIdirect Centre for Financial Learning is focussed to provide trainings in the financial domain for professional
certifications in capital markets, financial planning and wealth management.
All our faculty are certified professionals and not only
have a rich experience as industry practitioners, but also
have a flair to teach.
With ICFLs exceptional teaching methodologies and
comprehensive study tools, you will experience an excellent
blend of academics and some of the best industry practices.
This blend will ensure that you experience a highly practical
and in-depth understanding.
ICFLs Regional Offices in six major cities across India (Mumbai, Delhi, Pune, Bengaluru, Hyderabad and Kolkata)
brings us close to you and enables us to provide continuous support and training solutions which ensures best possible
guidance to our students.

Our Programme Offering:

ICFL provides an integrated approach to CFA Level 1 with a complete preparation package:
200+ hours of training support: Well-structured and comprehensive classroom training to help you
build the skills required to clear CFA Level 1 exam.
Recorded sessions for pre class and post class revisions
- 60+ hrs of recordings and 300 - 400 post recording sample questions
- Recording includes: Unit wise recordings , Calculator Usage, Two mock test with explanatory answers
and IFRS vs US Gap differentiation
Study material: Exhaustive printouts of the classroom presentation.
Online mock tests: Two online mock tests (300+ Questions) of 3hrs each with the answer key as well the explanatory
answers for the tests.
Classroom mock tests: Two full length offline mock tests (200+ Questions) scheduled just before the CFA Level 1 to
give the student an exact feel of the exam.
Unit-wise mock tests: An online repository of 10 unit-wise mock tests (1100+ Questions) for additional practice.
Each mock test consists of more than 100 questions.
Formula charts
Additional doubt solving / faculty interaction sessions
Internal faculty support on mail/phone and in person
Flexibility to attend missed classes based on class schedule
Note: CFA is a registered trademark of the CFA institute. ICFL offers CFA level 1 classroom training programme in
collaboration with GOLS.

Preparation Plan for CFA programme:

Doubt
solving
and
discussion
forum

Enrolment with

Completion of all

ICFL

modules

Attending CFA

Self study / revision

module

doubt solving

Self-study of
module attended

Online mock tests

Unit-wise online

Classroom offline

mock test

mock tests

Answer keys and

doubt solving

CFA exam

Our Regional Offices:

BENGALURU

DELHI

Address: ICICIdirect Centre for Financial

Learning, 2nd Floor, No. 50, Little Plaza,
Cunningham Road, Bengaluru - 560095
Phone: 080 49228916 / 17

Address: ICICIdirect Centre for Financial

Learning, 2E / 22, Ground Floor,
Jhandewalan Extension, New Delhi - 110055
Phone: 011 43251018 / 26

MUMBAI

PUNE

Address: ICICIdirect Centre for Financial

Learning, 2nd Floor, Patel Complex,
Liberty Garden Road, Off S. V. Road,
Malad (West), Mumbai - 400064
Phone: 022 65900141 / 168 / 169

Address: ICICIdirect Centre for Financial

Learning, Ground Floor, SANAS Memories,
Fergusson College Road,
Near Deendayal Hospital, Pune - 411004
Phone: 020 40009246 / 48

HYDERABAD

KOLKATA

Address: ICICIdirect Centre for Financial

Learning,1st Floor, 6-3-111, Amrutha
Mall, Somajiguda, Hyderabad - 500082
Phone: 040 60020036 / 37 / 38 / 39

Address: ICICIdirect Centre for Financial

Learning, Flat No. 21, 2nd Floor, Parijath Building,
24A, Shakespeare Sarani, Kolkata - 700017
Phone: 9230700996 / 9230700997

Email: learning@icicisecurities.com
Website: learning.icicidirect.com | SMS 'EDU CFA' to 5676766

Our Authorised Financial Learning Partner / Business Associate:

Emerging Brand Award

(4th CMO Asia Awards for Excellence
in Branding & Marketing, 2013 - 14)

Award for Innovation in Learning

(Best-in-class Learning &
Development Awards, 2013 - 14)

Best Online Learning Solution

(Best-in-class Learning &
Development Awards, 2013 - 14)

Our Recent Accolades

ICICI Securities Ltd. (I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel No.: 022 - 2288 2460, 022 - 2288 2470. The contents herein above
shall not be considered as an invitation or persuasion to trade or invest. These programmes do not guarantee any job or placements with ICICI Group or any other organisation. Participants should make independent
judgment with regard suitability, profitability, and fitness of any program offered herein above. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.
This mail is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication,
availability or use would be contrary to law, regulation or which would subject I-Sec and affiliates to any registration or licensing requirement within such jurisdiction.
Note: CFA is a registered trademark of the CFA institute. ICFL offers CFA level 1 classroom training programme in collaboration with GOLS.