CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA,...

8
Aspire to gain the gold standard in investment & finance qualification? Be a Chartered Financial Analyst today. Join a highly prestigious network of more than 150,000 investment professionals globally. A highly sought after qualification for professionals who have desire to excel in investment analysis, portfolio management and corporate finance. Why CFA®? 1. Get the Gold Standard - CFA® charter is an internationally recognized and respected qualification in investment across the globe. It dynamic and relevant curriculum equips you well at all stages of your career. 2. Gain access to wider career pathway - Many CFA® charter holders are serving as (i) Portfolio managers (ii) Research analysts (iii) Wealth managers (iv) Chief-level executives (v) Consultants (vi) Risk managers (vii)Corporate financial analysts (viii)Financial advisors 3. Global Passport Earn waivers from regulatory agencies, graduate programs, and more. CFA’s recognition include the benchmarking by NARIC, as comparable to a Qualifications and CreditFramework (QCF) Master's Level 7 and it earned waivers from licensing exams in 27 countries. In Malaysia, Capital Markets Services Representatives License (CMSRL) applicants and candidates for head of operations, head of compliance or compliance officer are required to pass exams specified in the Licensing Handbook. In addition, individuals who intend to be employees of registered persons who perform the regulated activities described in Part 1 of Schedule 4 of the Capital Markets and Services Act of 2007 (PDF) are required to pass exams outlined in the Guidelines on Investor Protection (PDF). CFA charterholders are waived from four licensing examinations: Module 7 - Financial Statement Analysis and Asset Valuation Module 10 - Asset and Funds Management Module Module 12 - Investment Management and Corporate Finance Module 14 - Futures and Options CFA’s Entry Requirement: To be a CFA® Program candidate, you must fulfill one of the following entry requirement - Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or) - Be in the final year of your Bachelor's degree at time of registration. (or) - Practical Experience Route CFA Intake July 2020

Transcript of CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA,...

Page 1: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

Aspire to gain the gold standard in investment & finance qualification? Be a Chartered Financial Analyst today. Join a highly prestigious network of more than 150,000 investment professionals globally. A highly sought after qualification for professionals who have desire to excel in investment analysis, portfolio management and corporate finance.

Why CFA®?

1. Get the Gold Standard - CFA® charter is an internationally recognized and respected qualification in investment across the globe. It dynamic and relevant curriculum equips you well at all stages of your career.

2. Gain access to wider career pathway - Many CFA® charter holders are serving as (i) Portfolio managers (ii) Research analysts (iii) Wealth managers (iv) Chief-level executives(v) Consultants(vi) Risk managers(vii)Corporate financial analysts(viii)Financial advisors

3. Global Passport Earn waivers from regulatory agencies, graduate programs, and more. CFA’s recognition include the benchmarking by NARIC, as comparable to a Qualifications and CreditFramework (QCF) Master's Level 7 and it earned waivers from licensing exams in 27 countries.

In Malaysia, Capital Markets Services Representatives License (CMSRL) applicants and candidates for head of operations, head of compliance or compliance officer are required to pass exams specified in the Licensing Handbook. In addition, individuals who intend to be employees of registered persons who perform the regulated activities described in Part 1 of Schedule 4 of the Capital Markets and Services Act of 2007 (PDF) are required to pass exams outlined in the Guidelines on Investor Protection (PDF). CFA charterholders are waived from four licensing examinations:

Module 7 - Financial Statement Analysis and Asset Valuation Module 10 - Asset and Funds Management Module Module 12 - Investment Management and Corporate Finance Module 14 - Futures and Options

CFA’s Entry Requirement: To be a CFA® Program candidate, you must fulfill one of the following entry requirement- Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)- Be in the final year of your Bachelor's degree at time of registration. (or)- Practical Experience Route

CFA Intake July 2020

Page 2: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

CFA Curriculum - What do I learn?The curriculum is built from the CFA Institute Body of Knowledge, taking you deep into investment management by cutting across these 10 key areas.1. Ethical and Professional Standards Learn about putting investors first in critical and everyday

practice.2. Quantitative Methods From time value of money analysis to correlation analysis and

regression, learn robust quantitative methods.3. Economics Delve into supply and demand, the monetary system, inflation, effects of

government regulation, and much more. 4. Financial Reporting and Analysis Learn the details of the financial reporting system (emphasis

on international standards, IFRS) and analysis of taxes, debt, global operations, and more.5. Corporate Finance From corporate governance to capital structure decisions, we cover

complex issues in corporate finance.6. Equity Investments Study the types of equity securities, equity portfolio measurements, and

much more.7. Fixed Income Study fixed income security types, portfolio benchmarks, and other complex

topics.8. Derivatives Learn about forward markets, future markets, option markets, and more. 9. Alternative Investments Examine real estate, private equity, commodities, and more.10. Portfolio Management and Wealth Planning Examine the essentials of managing different types

of portfolios successfully.

Course Fee for Prep Course

[IMPORTANT] We (Trinity Genesis Origo Development Sdn Bhd) reserves the rights to revise the composition of lecturing team, timetable, delivery mode of classes should unforeseen circumstances arise. All fees paid are NOT refundable and deferment is ONLY allowed prior to the commencement of the class with a valid deferment form being submitted and acknowledge by us. NO deferment is allowed after commencement of the class.

Commencement Instalment Plan Full Payment

CFA Level 1 Preparation Course July 2020 Jan 2021

RM 1,000 x 6 instalments

RM 5,000

CFA Level 2 Preparation Course Sep 2021 RM 1,200 x 6 instalments

RM 5,400

CFA Level 3 Preparation Course Sep 2021 RM 1,400 x 6 instalments

RM 5,800

CFA® Program Curriculum

LEVEL 1 LEVEL 2 LEVEL 3

Exam Frequency June and Dec June June

Learning Objectives tests your knowledge of the ethical and professional standards.

tests how you apply those standards to situations analysts face.

tests how you apply the standards in a portfolio management and compliance context.

Learning Focus Knowledge and Comprehension

Application and Analysis Synthesis and Evaluation

Topic Focus Investment Tools Asset Valuation Portfolio Management

Page 3: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

Training provided by Genesis Origo will be held at MCKL. MCKL is MCKL is located at the heart of the Kuala Lumpur city, just 7 minutes walk from KL Sentral LRT station or less than 1 minute from Tun Sambathan Monorel Station. The College has parking facilities available for part-time students (studying in the evening and over Saturdays). You have to purchase a parking-pass (at RM10 for a semi-annual cycle)

MCKL Off Jalan Tun Sambantan 4 Brickfields 50470 Kuala Lumpur www.genesisorigo.comWhatsapp +6010 7688832 or +6012 3371090 [email protected]

be the light of the world

Page 4: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

Administration fee RM120 payable per registration / enrolment

Supporting Document for Registration:1. Photocopy NRIC 2. Existing ACCA student - Your latest ACCA status report

For Quick-Registration Process: 1. Fill in Application Form 2. Email / Whatsapp Us your completed form and supporting documents above. (our whatsapp

+6010 7688832 or +6012 3371090, [email protected])3. Online transfer to TRINITY GENESIS ORIGO DEVELOPMENT SDN BHD (PBB: 3214537203)

Subject Name

Fees (in RM) INCLUSIVE ofFull Subject Course, Revision Course

BPP Text, BPP Revision KitTests & Trial Exam

Lecturers Fees (Part-Time)

AB Accountants in Business F1 Shireen Chong 1,100

MA Management Accounting F2 Yap Wai Wing 1,100

FA Financial Accounting F3 Shireen Chong 1,100

Sessions CBE for LW - FM: Occasional use of Laptops in classes required. MCKL provide limited loan units

LW Corp. & Business Law F4 Yap Wai Wing 1,150

PM Performance Mgnt. F5 Annie Tan 1,150

TX Taxation (Msia) F6 Low Chin Ann 1,150

FR Financial Reporting F7 Ng Kian Tuck 1,150

AA Audit & Assurance F8 Yap Wai Wing 1,150

FM Financial Management F9 Annie Tan 1,150

SBL Strategic Business Leader Low Chin Ann 2,050

SBR Strategic Bus. Reporting Ng Kian Tuck 1,550

AFM Adv. Financial Mgmt P4 Annie Tan 1,350

ATX Adv.Taxation P6 Low Chin Ann 1,350

AAA Adv. Audit & Assurance P7 Yap Wai Wing 1,350

*All information in this brochure are accurate at the time of printing and is subject to change

Training Venue to be held at: METHODIST COLLEGE KUALA LUMPUR

ACCA .Part Time Intake JAN 2020

Page 5: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

OTHER INFORMATION: ACCA Fees ACCA Exam Fees F4 to F9 SBL SBR & OptionsInitial Registration £79 Early entry (by 10-2-2020) £106 £185 £133 Subscription fee £105 Standard entry (by 27-4-2020) £111 £196 £140 Late entry (by 4-5-2020) £285 £316 £316 Exemption Fees F1 to F3 £80 If you have NOT registered with ACCA. Please speak to our F4 to F9 £106 ACCA coordinator and let us assist in your registration with UK

ACCA MERIT AWARD SCHEME Merit Award Scheme - Get Back Rebate of Your Tuition fees paid: Get Back 25% 50% 75% ACCA Exam Marks to qualify: marks marks marks Applied Skill Papers* (marks) 75-80 81-85 86 and above (previously called F4-F9)

Strategic Professional Papers 64-68 69-73 74 and above

[IMPORTANT] We (Trinity Genesis Origo Development Sdn Bhd) reserves the rights to revise the composition of lecturing team, timetable, delivery mode of classes should unforeseen circumstances arise. Revision classes are scheduled in the month of May 2020.

Revision Classes could be scheduled with a combination of weekend, weekdays evenings or weekdays classes. Working students may be required to take leave from work to attend revision classes on those affected days. However, our classes are also recorded and you may view them online at any time or place at your convenience after the revision classes have been held.

All fees paid are NOT refundable and deferment is ONLY allowed prior to the commencement of the class with a valid deferment form being submitted and acknowledge by us. NO deferment is allowed after commencement of the class.

You are responsible to enrol into ACCA exam yourself. If you need assistance - speak to our ACCA coordinator/adviser.

For further details on ACCA Merit Award scheme, please request from our ACCA coordinator.

Page 6: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

Administration fee RM120 payable per registration / enrolmentCourse Material fee is RM30 per subject (payable in the first month)

For Quick-Registration Process: 1. Fill in Application Form 2. Email / Whatsapp Us your completed form and supporting documents above. (our whatsapp

+6010 7688832 or +6012 3371090, [email protected])3. Online transfer to TRINITY GENESIS ORIGO DEVELOPMENT SDN BHD (PBB: 3214537203)

LCCI MERIT AWARD SCHEME & PROGRESSION REBATE Get back 15% of your subject fee paid when you achieved a Distinction for each subject or 50% of your subject fees paid when you achieved Distinction for ALL your subjects in the same examination.

Enjoy a special rebate of RM900 when you progress into the ACCA programme. Rebate is given at RM300 per semester in ACCA programme for a minimum of 2 subjects per semester. [IMPORTANT] We (Trinity Genesis Origo Development Sdn Bhd) reserves the rights to revise the composition of lecturing team, timetable, delivery mode of classes should unforeseen circumstances arise. All fees paid are NOT refundable and deferment is ONLY allowed prior to the commencement of the class with a valid deferment form being submitted and acknowledge by us. NO deferment is allowed after commencement of the class.

INTAKE Monthly Instalment

Full Payment

LCCI Level 3 Certification - Group Diploma in Accounting

Level 3 Accounting (Mr Ng Kian Tuck) Commence in February

2020

Exam Nov 2020

RM 330 x 9 monthly

instalments

RM 2,800

Level 3 Business Statistics (Mr Andrew Chu)

Level 3 Advanced Business Calculations (Mr Yap Wai Wing)

LCCI Level 2 Certification - Diploma in Marketing

Level 2 Copywriting & Content for Marketing Commence in March 2020

Exam Nov 2020

RM 330 x 9 monthly

instalments

RM 2,800

Level 2 Marketing Fundamentals

Level 2 Business Statistics

LCCI Level 3 Certification - Diploma in Digital Marketing

Level 3 Digital Marketing & Analytics Commence in Feb 2021

Exam Nov 2021

RM 330 x 9 monthly

instalments

RM 2,800

Level 3 Customer Experience & Communications

Level 3 Advanced Business Calculations (Mr Yap Wai Wing)

LCCI .certification Intake Feb-Mar 2020

Page 7: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

NAME:

ADDRESS:

CITY POSTCODE

STATE COUNTRY

CONTACTNUMBER: MOBILE - SEX: M

HOUSE - F

EMAIL:

NRICNO: - - (ProvidePassportifNOTMsian)

** PASSPORTNO: COUNTRY

RELIGION

EMERGENCYCONTACT:

NAME

RELATIONSHIP

MOBILE -

FOROFFICEUSEONLY:ADDITIONALREMARKS

APPLICATIONFORM

PLEASEENSUREYOURMOBILENUMBERISCLEARLYSTATEDASMOSTCOMMUNICATIONSWOULDBETHROUGHWHATSAPPORSMS

Page 8: CFA Intake July 2020 - genesisorigo.com€¦ · -Hold a Bachelor's degree or equivalent (e.g. ACCA, CPA) (or)-Be in the final year of your Bachelor's degree at time of registration.

PROGRAMMEENROLLMENT/REGISTRATION

ACCA(ASSOCIATIONOFCHARTEREDCERTIFIEDACCOUNTANTS)

ACCAID

SUBJECTS

LCCI(LONDONCHAMBEROFCOMMERCE&INDUSTRY)

SUBJECTS

CFA(CHARTEREDFINANCIALANALYST)

SUBJECTS

OTHERS

PROGRAMME

SUBJECTS

AdminFee . 0 0

TuitionFee . 0 0

ExamFee . 0 0

Others . 0 0

Rebate: . 0 0

TOTALAMOUNT 0 0

FOROFFICEUSEONLY

Signature

Date:

Attendedby

Counselor:

Iherebycertifythatallinformationprovidedbymyselfinthisapplicationformisaccurate.Ialsoagreetothetermsandconditionsoftheregistration.Iamawarethatallfeespaidarestrictlynon-refundable.Anydefermentisonlyallowedwiththesubmissionofdefermentformandmustbeacknowledgedbyuspriortothecommencementofthecourse.

FEESPAYABLE