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