CFA: Chartered Financial Analyst

Finstructor Delhi Connaught Place, New Delhi

Agenda
Overview CFA Institute The CFA Program CFA Benefits Work Profiles Employers Industry Recognition Fees and Deadline Finstructor Delhi What it takes to pass the exam Contact Information

01. CFA Institute: Overview

CFA institute is based out of Charlottesville, Virginia Global, non-profit organization Nearly 90,000 members world wide Leads investment profession globally by setting the highest standard of ethics, education and professional excellence Gold standard in investment management
Global in design and outlook Rigorous broad based graduate level program

02. The CFA Program: The 3 Levels

CFA Charter consist of:

3 Exams also called 3 levels Sequential program, Candidates have to pass Level 1 before Level 2 Based on reading assignments designed by the CFA Institute

Eligibility:
Graduate from any discipline Final year students may also give Level 1 No work experience required for appearing in the exam Minimum of 48 months of experience to receive charter

02. The CFA Program: The 3 Levels (Cont)

Level 1: Foundation
Focus is on the knowledge of the Investment tools

Level 2: Valuation
Focus is on understanding of the asset valuation techniques

Level 3: Application
Focus is on portfolio management

Exam Type
Level 1 is 100% multiple choice Level 2 is 100% item set Level 3 is 50% item set, 50% essay Exams are conducted in two sessions of 3 hour sessions (Morning and afternoon)

02. Course Structure

Topic Areas
Ethics/Professional Standards

Level 1
15% 12% 10% 20% 8% 10% 12% 5% 3% 5%

Level 2
10% 5-10% 5-10% 15-25% 5-15% 20-30% 5-15% 5-15% 5-15% 5-15%

Level 3
10% 0% 0% 0% 0% 5-15% 10-20% 5-15% 5-15% 45-55%

Investment Tools

Quantitative Methods Economics Financial Statement Analysis Corporate Finance Equity Analysis

Asset Valuation

Fixed Income Derivatives Alternative Investments

Portfolio Management

Performance Management and performance presentation

03. CFA Benefits

Current & Application driven CFA program is developed by practitioners. At the end of program, candidate should be ready with knowledge and skill required to perform professional responsibilities Global scope & Opportunity with global firms: CFA Program is global is scope and not country specific. Candidate should be in position function in markets across the globe and this enhances job opportunities Life long learning program Once a students acquires a CFA, then they can access all materials developed overtime from CFA websites Regulatory Waivers The monetary authorities in Singapore, Greece, Turkey, Hong Kong, Thailand, U.K, and in 7 Canadian provinces U.S. SEC grants blanket exemption from CFAs from passing licensing examination

04. Work Profiles

The work performed by CFA can be extremely challenging and rewarding in monetary rewards and professional satisfaction The areas where CFA can use their skills are:

Security Valuation Portfolio / Investment Management Venture Capital Management Credit Rating/Risk Management Corporate Finance Business /Operation Analysis Analytics / Consulting Project Management Information Technology

05. Employers

An increasing number of employers worldwide are requiring the CFA charter (or at least programme) for hiring and promotion

Increasing number are substituting graduate requirement with CFA designation

Employers with largest number of charter holders: Bank of America Barclays Morgan Stanley Citigroup Prudential Goldman Sachs J P Morgan Credit Suisse

Most of firms have offices in India; hence, providing attractive employment opportunities for the CFA candidates

06. Industry Recognition

CFA Charter is 50 year old and is considered as the gold standard in financial education and has wide industry acknowledgement A Russell Reynolds study quoted CFA institute website talks about CFA charter holders out earning their peers by 50% across experience levels The study also reflects that between CFA and MBA; CFA holders earn higher salaries The study mentions that the mix of CFA and MBA proves to be the most lucrative educational mix The FT mentions in an article that the value of CFA is higher in Asian countries like India and China MBAs looking for entry into I-Banks needs to take the CFA route

07. Fee Structure & Deadlines

DEC 2012 CFA LEVEL 1
Payment Deadlines CFA registration (early registration) + Exam Fees = Total Cost

By Mar 14th By Aug 22nd

By Sept 12th

$420 $420
$505

+ +
+

$650 $745
$1,005

= =
=

$1,070 $1,165
$1,510

08. Finstructor Delhi

Authorized training provider by the CFA institute Cost effective financial education to enable you to pass global examination We have successfully trained 1500 professionals in Mumbai region Our offices are located in Mumbai (since 2007) and Delhi (opened recently)

08. Finstructor Delhi (Cont)

Finstructor follows CFA institute prep provider guidelines:

Our material is consistently updated and approved by the CFA institute to be in accordance with the recently prescribed curriculum The CFA institute conducts checks that the faculty is well qualified and experienced We are one of 33 companies all over the world to have been accepted as authorized provider

08. Finstructor Delhi (Cont)

Our faculty:
Has cleared all levels of CFA exam Has at least 2 years of relevant teaching experience An MBA for top tier B-School Has at least 3 years of relevant work experience in the topic that he/she our teaching

08. Finstructor Delhi (Cont)

We provide coaching through following mediums:

Live Classroom Coaching: Over 120 hours with automatic enrollment into mock test series Online Classes: Cutting edge technology with over 120 hours of coaching Mock Test Series: Over 3500 questions with details explanations CFA Video Lectures: Exhaustive coverage with over 60 hours of uninterrupted videos

Ask us for the detailed schedules, sample material , pricing and free demo lectures classes

09. What it takes to pass the exam

Hard Work 10-12 hours of work per week is minimum requirement CFA recommends 250hours of preparation time

Planning Identification of strengths and weaknesses by topic Master topics with higher weights and excel in easy topics

Review the concepts covered in the class Focus on instructor is stressing, focus on concepts Get your Doubts cleared in class Work in teams to understand difficult areas

Solve exam questions Understand the concept and their application to problem solving Without solving questions; it is difficult to pass CFA

Practice makes man perfect!!!!! Review question banks thoroughly Take 2 mock test at the end of the coaching term Take CFA mock test exam

10. Contact US!!!!!!!

Should you require more information on CFA Program or Our coaching classes Reach us at +91-97174-62754 or Mail to delhi@finstructor.in