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CFA(CHARTERED FINANCIAL ANALYSIS) Training Programme

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Here is detail of the Chartered Financial Analyst training programme.

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Page 1: USA CFA

CFA(CHARTERED FINANCIAL ANALYSIS)

Training Programme

Page 2: USA CFA

QUALIFICATION

* 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

Page 3: USA CFA

WHY CFA?

* 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

Page 4: USA CFA

ROLES OF A CFA?

Page 5: USA CFA

PROFILE OF ORGANIZATIONS HIRING A CFA?

Page 6: USA CFA

ELIGIBILITY

* 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) .

Page 7: USA CFA

EXAM DETAILS

* Candidates may register for only one exam at a time

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

* Candidates who fail an exam are encouraged to re-take the 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

Page 8: USA CFA

EXAM LEVELS

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.

Page 9: USA CFA

SUBJECTS

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

Page 10: USA CFA

SUBJECTS & LEVELS

Page 11: USA CFA

WEIGHTAGES – SUBJECT-WISE

Topic Area Level I Level II Level III

Ethical and Professional Standards (total) 15 10 10Quantitative 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 0Equity 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

Page 12: USA CFA

EXAM FEES

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

Page 13: USA CFA

ABOUT CFA INSTITUTE

* 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.

Page 14: USA CFA

MEMBERS’ PROFILE

Page 15: USA CFA

MEMBERS’ PROFILE

Page 16: USA CFA

MEMBERS’ PROFILE

Page 17: USA CFA

MEMBER’S PROFILE

Page 18: USA CFA

THE TRAINING PROGRAM

Title International CFA

Duration 25 Sessions(100hrs, Sundays)

Course Fees 20,000.00 (excluding tax)

Venue 1/44 Lalita park, laxmi nagar

Start Date 27th May ,2012

Page 19: USA CFA

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Page 20: USA CFA

ABOUT TAKSHILA

* 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

Page 21: USA CFA

3 MANTRAS OF TAKSHILA’S CLASSES

• Multimedia Driven Classes

1

• Practical Oriented Courses

2

• Conducive Learning Environment

3Deliver Effective Learning

Page 22: USA CFA

TAKSHILA ADVANTAGE

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

Page 23: USA CFA

FEES DETAILS

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

Page 24: USA CFA

MISC INFO

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

Page 25: USA CFA

FEEDBACK/QUERIES

[email protected]

Contact Central Helpline no. @91-99581 57000