Cfa Brochure CA

7/31/2019 Cfa Brochure CA

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Chartered Financial Analyst

CFAYour passport to professional success!


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The CFA Charter and Your CareerAchieving your CFA (Chartered Financial

Analyst) charter can place you among the

elite in the investment management profession.

It's the most respected and valued credential

in the global finance community - and your

passport to advancement within the investment

management profession.

Virtually every major financial services firm,

consultancy, bank, brokerage, and insurance

company worldwide employs CFA charter-

holders. The CFA charter provides a strong

foundation for a wide range of career paths in

the investment profession.

The most frequently held positions among charterholders are analysts and portfolio managers,

though many serve as senior managers, strategists, and advisors. A great many also sit in the executive

suite. The firms that hire them know that the charter signifies not only subject area competence, but

also a dedication to knowledge, professional expertise, and high ethical standards!

Careers in Finance

Relationship

Manager

Research

Analyst

Portfolio

Manager

Corporate

Financial Analyst

Financial

Consultant

Risk

Manager

Investment

Banker

Chief Investment

Officer

CFA

Designation

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Charterholders Put It This Way

Those who have actually earned the charter confirm the value. According to past surveys of

charterholders conducted by CFA Institute, the charter means:

Better career opportunities: The far

majority of respondents said the CFA

charter has expanded career opportunities

and their chances of promotion

Employers value the charter too:67%

stated their organizations either require orencourage investment professionals to

obtain a CFA charter

Higher compensation: Globally, charter

holders earn more than non-charterholders

in every country surveyed, and the gaps

were highest when experience was

factored in

Valuable with or without an MBA:In the

United States, the median compensation

for CFA charterholders is between

$158,000 to $456,000 and can increase

dramatically with experience. About

two-thirds also report an MBA or other

advanced degree

Key differentiator:The CFA designation

can set you apart in down markets, and is

a great way to safeguard your career

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Becoming a CFA is now a passport for excellence and international mobility.

Financial Times

The CFA program is divided into three levels,

each of which builds on the preceding one

and concludes with a full-day (six-hour)

examination. Candidates must pass one

examination before advancing to the next

higher level, but may repeat an examination if

they fail to pass.

The CFA Program curriculum is drawn from

a broad Candidate Body of Knowledge

(CBOK) that reflects the investment

profession's current theory and practice

with emphasis on asset valuation and portfolio

management. The primary purpose of the

CFA Program is to provide a fundamental

knowledge of global investment management

principles.

The CFA ProgramAdministered by CFA Institute, the CFA Program offers you a graduate level curriculum and

examination program intended to expand your working knowledge and practical skills relating to

investment decision-making. Successful completion of the program and its requirements will earn

you the CFA designation, one of the professions most valued credentials.

Program Levels Program Curriculum


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The CFA ExaminationsKey to becoming a CFA charterholder is successful completion of the three, distinct CFA examinations

generally referred to as the Level I, Level II, and Level III exams. Each of these six-hour examinations

is administered in two sessions - morning and afternoon - each lasting three hours for a total

duration of 360 minutes.

The following are the entrance requirements for enrolling in the CFA Exam:

Exam Eligibility

The exams are offered by CFA Institute at hundreds of locations throughout the world. Level I is

offered twice yearly in June and December; Levels II and III once annually in June.

If you are a prospective candidate, you may register for your Level I exam once you have paid an

initial enrollment fee to CFA Institute. In addition to the initial fee, you are required by CFA

Institute to pay a registration fee for each exam.

You may register for only one exam at a time, and cannot register for a subsequent exam until you

have received your passing results for the prior level exam.

Early registration can save you money because CFA Institute imposes a graduated fee schedule

that increases over time.

Exam Scheduling

You must have a bachelor's degree or

equivalent OR

Be a college/university senior (in the final

year of studies) scheduled to receive a

bachelor's degree OR

Prospective candidates without a degree

may qualify if they have four years of

acceptable professional work experience

and/OR

A combination of four years of

college/university and professional work

experience (experience need not be

investment related. Summer, part-time, and

internship positions do not qualify)

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Exam Topics

The topics emphasized on each exam are similar but vary in focus and depth by program level. The

depth of your mastery of the curriculum will also be tested differently at each level.

The major topics of focus and approximate weights by percent for each topic are shown in the

accompanying chart.

Topic Area Level I Level II Level III

Ethical & Professional Standards 15 % 10 % 10 %

Quantitative Methods

Economics

Financial Reporting & Analysis

Corporate Finance

12%

10%

20%

8%

5-10%

5-10%

15-25%

5-15%

0%

0%

0%

0%

Investment Tools - Total 50 % 30-60 % 0 %

Asset Valuation - Total 30 % 35-75 % 35-45 %

Portfolio Management & Wealth Planning 5 % 5-15% 45-55 %

Total 100% 100% 100%

Equity Investments

Fixed Income

Derivative Investments

Alternative Investments

10%

12%

5%

3%

20-30%

5-15%

5-15%

5-15%

5-15%

10-20%

5-15%

5-15%


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The CFA Charter

CFA Institute has established the following requirements for achieving the CFA charter:

Successful completion of Levels I, II, and III

examinations

At least four years of acceptable professional

work experience related to the investment

decision-making process. This may be

accrued prior to, during, or after completing

the exams

Membership in CFA Institute and

application for membership with a CFA

Institute society

Agreement to comply with, among other

things, the CFA Institute conditions,

requirements, policies, and procedures as

defined in the CFA Institute Articles of

Incorporation, Bylaws, and Code of Ethics

and Standards of Professional Conduct

Once a charterholder, you must submit an

annual Professional Conduct Statement

and pay annual membership dues

Charterholder Requirements

The CFA gives immediate material information about anyone who holds it.

And it is very rare to see fraud at firms run by CFAs.

National Post

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The Right Path for Your SuccessMorgan International is proud to partner with Schweser to provide industry-leading CFA review

materials and instruction. Schweser is recognized as a trusted name in the CFA review industry

and is the choice of CFA candidates worldwide today.

Benefit from:

Industry-leading, top-notch materials based on clear, concise components covering every major

topic in the CFA curriculum

World-class, expert instructionby Morgans faculty of CFA charters with years of teaching experience

Results-oriented, student-driven philosophythat has made Morgan International the institute

of choice for every aspiring candidate.

As an international education network, Morgan International serves thousands of students annually.

Our various learning approaches offer distinctive advantages that lead to solid, consistent, and

successful results.

Exclusive providers of U.S. and international

certification and diploma programs

17-year history in training candidates and

providing professional career guidance and

support

An infrastructure spanning 35 locations,

enabling us to provide local support anddependable training solutions to businesses

and individuals alike

Exceptional teaching methodology and

comprehensive study tools

Knowledgeable and certified professional

instructors with in-depth teaching and

real-life work experience

International companies, universities and

societies preferred training partner

Morgan International: your link to professional advancement!


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CFA Live Class Package

Morgans comprehensive teaching approach is ideal for all types of learners. We combine thorough

faculty support, expert guidance, and expert instructors with the best CFA material in the marketplaceto provide you with exactly what you need to become a CFA charter without wasted efforts. A

mixture of print, online, multimedia and more creates a teaching methodology that ensures

success is very manageable. Get the most with:

SchweserNotes

SchweserPro Qbank

Secret Sauce

Study Guides which

complement the CFA

Program curriculum

With thousands of exam-like

questions and exercises

A booklet of tips & tricks on

how to apply your knowledge

& basic strategies to follow

Lecture Videos and Class Workbooks

2-day Mock Exam and Review

Flashcards

Practice Exams Vol.1


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CFA Self-Study PackagesMorgans effective study materials incorporate clear, concise notes and cover every major topic

in the CFA curriculum, empowering you with the information you need to pass. In our quest toconstantly innovate to find the best way to deliver knowledge through an advantageous personalized

approach, we offer a wide variety of printed and online materials to suit different learning styles.

Morgans Enhanced Package includes:

Guided expert-led lecturesPractice Exams Vol. 1Schweser Video Instruction CDSecret SauceTMClass Workbook setSchweserNotesTM Books 1-5SchweserProTM Qbank2-day Mock Exam and ReviewFlashcardsPlanner and Exam tipsThe Morgan Promise

Why not have it all? Our most comprehensive package includes

everything you need to learn, practice, retain, and review the CFA

curriculum. Efficient, effective study tools, expert instruction and

guidance plus a final review to reinforce everything youve learnedbefore exam day for maximum confidence.

Morgans System Package includes:

Guided expert-led lecturesPractice Exams Vol. 1Schweser Video Instruction CDSchweserNotesTM Books 1-5SchweserProTM QbankSecret SauceTMClass Workbook setThe Morgan Promise

Dont do it alone! Add expert instruction by CFA charterholders to

our System Package. Enjoy the structure of our live online classes

or the flexibility of Schwesers video instruction. With world-class

instruction making our study tools even more effective, why would

you try to tackle the CFA curriculum on your own?


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Schweser Essential Study Package includes:

Practice Exams Vol. 1 & 2SchweserNotesTM Books 1-5SchweserProTM QbankQuicksheet

All your essential exam prep tools in one package! Prepare to pass with

SchweserNotes, 6 full-length practice exams, the SchweserProQBank with thousands of practice questions, self-quiz, review

tools, tutorial help and an array of print and online study tools

make the Essential Study Package an excellent choice for

candidates who want a comprehensive self-study program.

SchweserNotes Package includes:

Practice Exams Vol. 1SchweserNotesTM Books 1-5Quicksheet

This package provides a great foundation for a successful CFA exam

study program! Weve combined candidates favorite study tool,

SchweserNotes, with 3 practice exams, the QuickSheet review

tool, online videos, study tips, & FAQs. (Online version available.)

Schweser Video Instruction inlcudes:

Schweser Video Instruction CDClass Workbook set


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Real Instructors. Real Education.

Morgans subject matter expert instructors know the CFA curriculum & have insight into how to

prepare for the exam. Choose our Live Classes & benefit from the definitive edge Morgans eliteinstructors can provide.

Weekly Classes (Live or Online): Work directly with expert faculty and content specialists in the

classroom or online from the comfort of your home, office, or weekend retreat. Led by one of our

expert instructors, each weekly class guides you through the entire CFA curriculum with a

structured approach to help you pass the exam.

Video Instruction:Start reviewing the CFA curriculum in the topic of your choice. Start, stop, and

rewind each lesson or segment as often as you like. The videos feature expert instructors guiding

you through the complex CFA curriculum, thus helping you master difficult concepts, theories,

and techniques necessary for success on exam day.

2-day Mock Exam and Review: Our 2-day Mock Exam and Review is a replica of the actual CFA

exam, reflecting its content, difficulty and even the level of pressure. We will mimic the exact

experience you will experience on exam day, providing you with the chance to remotely test your

readiness for the CFA exam online. After taking the Mock Exam, the Multimedia Tutorial provides

detailed explanations for each question and answer.

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I have cleared my CFA level 1 exam from the first attemptby attending

classes at Morgan International. Morgan hasprovided me with the

knowledge topass one of the toughestexams I have ever faced. Morgan

does notmerelyprovide a system, it helps you achieve your CFAcharterholder. Morgan has given me a confidence which no other provider

could. Thank you.

Asad Bukhari


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Morgan International provided candidates with the right environment, alive course given by industry professionals which provided candidates with

a broader perspective on issues through debates & live examples. A recipe

to success.

Karim Kha

About Morgan International

While certification in and of itself is pivotal, selecting the ideal source for training is also key.

Morgan International represents leading international institutions and covers a wide range of

programs for designations in Accounting, Auditing, Finance, Logistics, Marketing and Human

Resources. Morgan extended its presence to over 35 major cities in just over a decade and services

thousands of candidates per year in the following programs: CPA, CFA, CMA, CIA, CTP,

PHR/SPHR, CSCP, DipIFR, IFRS and the Professional Diploma in Marketing (including in-house

training). For more information, visit www.morganintl.com

About SchweserSchweser, a division of Kaplan, Inc., is a leading provider of financial and accounting education

for hundreds of thousands of business professionals around the world.

Dr. Andrew Temte and Dr. Carl Schweser founded the Schweser Study Program for the Chartered

Financial Analyst (CFA) exam in 1990. Their company, which offered world-class instruction

and superior study materials that got real results at a reasonable price, caught the attention of

private education pioneer Kaplan. Backed with the resources of a multi-billion-dollar company,

Schweser could offer even higher-quality education to an even wider global audience - and for a

greater number of professional designations. But despite the rapid growth, the people at Schweser

never forgot what made them the best: world-class education that works for every student.

Schweser puts the student first.


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Morgan International [email protected] - http://canada.morganintl.comToll free: 1 866 646 0909

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