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Agenda
Overview CFA Institute
The CFA Program
CFA Benefits
Work Profiles
Employers
Industry Recognition
Fees and Deadline Finstructor Delhi
What it takes to pass theexam
Contact Information
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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
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02. The CFA Program: The 3 Levels
CFA Charter consist of: 3 Exams also called 3 levels
Sequential program, Candidates have to pass Level 1before Level 2
Based on reading assignments designed by the CFAInstitute
Eligibility: Graduate from any discipline
Final year students may also give Level 1
No work experience required for appearing in theexam
Minimum of 48 months of experience to receivecharter
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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)
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02. Course Structure
Topic Areas Level 1 Level 2 Level 3
Ethics/ProfessionalStandards
15% 10% 10%
Quantitative Methods 12% 5-10% 0%
Economics 10% 5-10% 0%
Financial StatementAnalysis
20% 15-25% 0%
Corporate Finance 8% 5-15% 0%
Equity Analysis 10% 20-30% 5-15%
Fixed Income 12% 5-15% 10-20%
Derivatives 5% 5-15% 5-15%
Alternative Investments 3% 5-15% 5-15%
Performance Managementand performancepresentation
5% 5-15% 45-55%
Investment
Tools
Asset
Valuation
Portfolio
Management
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03. CFA Benefits
Current & Application driven CFA program is developed by practitioners. At the end of
program, candidate should be ready with knowledge andskill 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 marketsacross the globe and this enhances job opportunities
Life long learning program
Once a students acquires a CFA, then they can accessall 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 frompassing licensing examination
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04. Work Profiles
The work performed by CFA can be extremelychallenging and rewarding in monetary rewardsand 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
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05. Employers
An increasing number of employers worldwide are requiring the CFAcharter (or at least programme) for hiring and promotion
Increasing number are substituting graduate requirement with CFAdesignation
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
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06. Industry Recognition
CFA Charter is 50 year old and is considered as thegold 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 peersby 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 ishigher in Asian countries like India and China
MBAs looking for entry into I-Banks needs to take the
CFA route
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07. Fee Structure & Deadlines
Payment
Deadlines
CFA registration
(early registration)
+ Exam Fees = Total Cost
By Mar 14th $420 + $650 = $1,070
By Aug 22nd $420 + $745 = $1,165
By Sept 12th $505 + $1,005 = $1,510
DEC 2012 CFA LEVEL 1
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08. Finstructor Delhi
Authorized training provider by theCFA 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 (openedrecently)
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08. Finstructor Delhi (Cont)
Finstructor follows CFA institute prepprovider guidelines:
Our material is consistently updated and
approved by the CFA institute to be inaccordance with the recently prescribedcurriculum
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 authorizedprovider
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10. Contact US!!!!!!!
Should you require more information onCFA Program
or
Our coaching classes
Reach us at +91-97174-62754
or
Mail to [email protected]
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