cfa training course

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International CFA (Chartered Financial Analysis) Training Programme

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Details of the training programme on CFA for our next batch

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Page 1: CFA Training Course

International CFA (Chartered Financial

Analysis)Training Programme

Page 2: CFA Training Course

* CFA designation is a mark of distinction that is globally recognized

* It is now a definitive standard—the gold standard—by which to measure serious investment professionals

* It is a graduate-level program that requires candidates to learn and apply investment knowledge

Qualification

Page 3: CFA Training Course

* Knowledge of investment principles is relevant in every market around the world 

* CFA charter-holders earn a significant competitive advantage for international employment

* Clients and colleagues regard you with a presumption of expertise

* You join a prestigious global network of more than 99,000 professionals

* A highly sought after designation because it’s a global program that tracks the needs of the industry

* Extremely cost-effective when compared to other qualifications

Why CFA?

Page 4: CFA Training Course

Roles of a CFA?

Page 5: CFA Training Course

Profile of Organizations hiring a CFA?

Page 6: CFA Training Course

* A U.S. bachelor's (or equivalent) degree . * Or be in the final year of your bachelor's degree

program at the time of registration (education information must be updated before progression to Level II)

* Be prepared to take the exams in English .

* Have a valid international travel passport (required for enrollment and exam registration)

Eligibility

Page 7: CFA Training Course

* Candidates may register for only one exam at a time

* Must wait to receive their exam results before registering for the next exam

* You may take as long as you need to complete the CFA program

Exam results never expire

* There is no limit the number of times you can sit for each exam level

* Exams are held in locations around the world in June (all levels) and December (Level I only)

* Exams are only in one language which is English

Exam Details

Page 8: CFA Training Course

Level I is composed of multiple-choice questions and is offered in June and December. 

Level II is composed of item-set (or "mini case") questions and is offered in June only. 

Level III exams contain essay questions in the morning session and item set questions in the afternoon session. and is offered in June only.

Exam Levels

Page 9: CFA Training Course

Ethical and Professional Standards

Quantitative Methods

Economics

Financial Reporting and Analysis

Corporate Finance

Equity Investments

Fixed Income

Derivatives

Alternative Investments

Portfolio Management and Wealth Planning

Subjects

Page 10: CFA Training Course

Subjects & Levels

Page 11: CFA Training Course

Topic Area Level I Level II Level III

Ethical and Professional Standards (total) 15 10 10

Quantitative Methods 12 5 - 10 0

Economics 10 5 - 10 0

Financial Reporting and Analysis 20 15 - 25 0

Corporate Finance 8 5 - 15 0

Investment Tools (total) 50 30 - 60 0

Equity Investments 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

Asset Classes (total) 30 35 - 75 35 - 45

Portfolio Management and Wealth Planning (total) 5 5 - 15 45 - 55

Total 100 100 100

Weightages – subject-wise

Page 12: CFA Training Course

Register early for a discounted fee

All fees are in U.S. dollars

Returning candidates pay only the exam registration fee

December 2012 CFA Exam -   Level I OnlyPayment deadlines

Program enrollment(new candidates

only)

Exam registration* Total cost

14th March2012 US$420 US$650 US$1030

22nd August,2012 US$420 US$745 US$1125

12th September,2012 US$505 US$1005 US$1470

Less $40 for eBook version of the curriculum

Exam fees

Page 13: CFA Training Course

* It’s a global, not-for-profit association of investment professionals

* Sets the highest standards of ethics, education and professional excellence for the investment industry

* Educates investment professionals on all aspects of the investment profession including ethics.

* Offers two education programs: Chartered Financial Analyst® (CFA®) and Certificate in Investment Performance Measurement, CIPM®

* It has more than 99,000 members in more than 130 countries, and 137 societies in 58 countries.

About CFA Institute

Page 14: CFA Training Course

Members’ Profile

Page 15: CFA Training Course

Members’ Profile

21-25 26-30 31-35 36-40 41-45 46-50 51-550

10

20

30

40

50

23

41

2110

3 2 6

%age

Age Group

% a

ges

Page 16: CFA Training Course

Members’ Profile

Page 17: CFA Training Course

Member’s Profile

Page 18: CFA Training Course

Goldman Sachs

Merill Lynch

Deutche Bank

Bank of America

JP Morgan

Morgan Stanely

JM Financials

All Mutual Funds and investment banks

Top Recruiters

Page 19: CFA Training Course

The Training Program

Title International CFA, USA

Duration 25 Sessions(100hrs, Sundays)

Course Fees 20,000.00 (plus service tax)

Venue 1/44 Lalita Park, Laxmi Nagar

Start Date

27th May ,2012

Page 20: CFA Training Course

.

Page 21: CFA Training Course

* Provider of cutting edge education & training solutions

* The core management team comprises of professionals from education, technology and telecommunication background individually having more than 20 years of experience

* Committed to provide industry-linked training programs that immediately impact the career path of the learner

* Courses are carefully chosen & designed to meet a wide range of training requirements of individuals and corporate

About Takshila

Page 22: CFA Training Course

3 Mantras of Takshila’s Classes

• Multimedia Driven Classes

1

• Practical Oriented Courses

2

• Conducive Learning Environment

3

Deliver Effective Learning

Page 23: CFA Training Course

In financial education for more than 10 years

Classes by well known competent faculties

Conveniently scheduled weekend classes

Bank loan facility available

Committed to your success

Takshila Advantage

Page 24: CFA Training Course

Total Course Fee - Rs. 20,000( Excluding service tax)

(excludes the exam fees payable to CFA institute in dollars)(includes the cost of study material, lunch and two tea breaks

during the programme)

Payment to be made in favour of ‘Takshila Learning Pvt. Ltd.‘

Payment is acceptable through cash, cheque, credit card or demand draft

In case of on-line payment through credit card, 7.5% towards bank charges would be extra

Fees Details

Page 25: CFA Training Course

Ms. Sanchita Dargarh, the faculty for this course cleared Chartered Financial Analyst (CFA) conducted

by The Institute of Chartered Financial Analyst of India (ICFAI), with Alpha-80%, Beta-78.5%, Gamma-73.5%, Delta-56.5%, Epsilon-60.5%, Kappa-60%

MS Finance (ICFAI) with Lambda-60.5%, Theta-57.5%, Sigma-55%

Cleared International CFA Level 1, level 2 as well level 3 in first attempt with above average in all the 10 subjects

She has been a faculty for CFA in the past and achieved good result from her batches

About the faculty

Page 26: CFA Training Course

Modalities for payment◦ Cheques to be couriered to 1/44 Lalita Park, Laxmi

Nagar, Delhi-110092◦ Cheques can be deposited in our HDFC Bank Account

no. 01442000012558 in any HDFC Bank Branch

◦ For transferring funds on-line through net-banking NEFT, branch IFSC Code is: HDFC0000144

◦ Call for Our exécutive to pick-up the cheque/cash from your door-steps

Reference websites:www.takshilalearning.comwww.cfainstitute.com

Misc Info

Page 27: CFA Training Course

[email protected]

Contact Central Helpline no. @91-99581 57000

Feedback/Queries