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CFA

Chartered Financial Analyst
by

piyush rathi

on 27 April 2013

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Transcript of CFA

IMS Proschool will give special discount of 20% to IIFL employees Fee Structure Level 1 exam conducted in June & Dec
Exam conducted across world.
Six hours duration – 3 hrs morning, 3 hrs afternoon
240 multiple choice questions in level I exam.
No penalty for guessing.
No limit on number of attempts – just pay the exam registration fee for every attempt.
Typically candidates need to score more than 70% in each subject About the examination - Level 1 Register online at:
www.cfainstitute.org
Download forms from the CFA Institute website and register by mail
Contact CFA Institute for a paper
CFA exam registration and
enrollment package Registering for the CFA Program Exam Format Asset Valuation Investment Tools The CFA Course of Study • Ethical and Professional Standards
• Quantitative Methods
• Economics
• Financial Statement Analysis
• Corporate Finance
• Analysis of Equity Investments
• Analysis of Debt Investments
• Analysis of Derivatives
• Analysis of Alternative Investments

• Portfolio Management and Performance Presentation CFA Course Details • Sequentially pass Level I, II, and III exams.
• Have four years of acceptable work experience.
• Provide professional references (Level III).
• Join CFA Institute as a member and apply for membership in a local CFA Institute society.
• Submit professional conduct statement CFA Charter Requirements Level I – Knowledge and comprehension of fundamental investment tools and concepts. What is a good investment.
Level II – Application and analysis focused on
asset valuation. Which is better, investment A or B?
Level III – Synthesis and evaluation of client needs and portfolio management issues. Which is better, portfolio A or B

Ethical and professional standards: emphasized What is the CFA Program? To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. CFA Program Career Opportunities Testimonials - Program Prestige www.cfainstitute.org Testimonials - Program Prestige Chartered Financial Analyst (CFA) Program About Proschool About Parent Organization:
The parent organization IMS is India’s no.1 Test Preparatory Services organization with presence in 100 cities through 140+ centres and a market leadership spanning 30 years Proschool was launched in 2006 with the objective of equipping graduates and young professionals, with relevant and current skills through standards-based and thoroughly tested certification programs to enable them to perform in a wide spectrum of business environs.

Proschool has an excellent track-record of delivering
Trained more than 10,000 working professionals across India
250+ Certified Financial Planner
2000+ Associate Financial Planner students
200+ Financial Modeling Certificants Shorten your study time: As CFA syllabus is vast, faculty helps you to focus on the relevant topic of the exam Moreover, with the help of training by expert faculty you can understand any topic in shortest time with full conceptual clarity.
Small size classroom: Maximum strength of the class will not exceed 18 students to give personalize attention to each of the students
High Success ratio: Group learning in the class you to keep you regularly motivated for the exam and regular classroom session & assignments brings a disciplinary approach in your prep. Benefits of our training program
Highlights
1. 25 Weeks program (classes only on Sunday)
2. Get trained by CFA & IIMs Faculty
3. Concise online study material
4. Regular test series to check your progress
5. Additional training session through Live Virtual Classroom (web-conferencing)
6 . 5 Full length test paper to gear you up for the final exam Programs Offered b. Live Virtual Classroom a. Classroom Program Our Proposed Services *Fee includes, Study Materials. Six textbooks. Dec 2013, Examination Fee Schedule – CFA Institute Practical, Relevant Education Most common occupations of CFA Charterholders:

CEO/Principal Investment Counselor
Chief Investment Officer Investment Firm Manager
Equity Analyst
Portfolio Manager
Fixed Income Analyst
Portfolio Strategist
Investment Banker
Sales/Marketing Professional Career Opportunities (Global) For those interested in:

Investment banking
Portfolio management
Advisory services
Investment banking Top Employers of CFA Charterholders:

Asian Development Bank
BPI Securities/Capital
Goldman Sachs
Citibank
Deutsche Bank
Equitable PCI
Morgan Stanley
Union Bank/I-Bank
Standard Chartered
Multinational Investment Bancorp
HSBC
ING Career Opportunities “Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute. It used to be just an American qualification. But explosive growth has made it… GLOBAL CURRENCY.”

-- The Economist Live Virtual Classroom Those who are unable to attend CFA classroom prep can opt for Live Virtual Classroom , which will bring the same benefits of real – classroom at you doorstep All you need is internet connection, head-phone & mike to attend the sessions from home Highlights

1. Live & Interactive training program on CISCO Platform
Highlights
2. 20 Weeks program (class timing 9 to 10.30pm on Thursday & Friday) with more focus on problem solving
3. Get trained by CFA & IIMs Faculty
4. Concise online study material
5 . 5 Full length test paper Nonprofit association with more than 150,000 MEMBERS from 135 nations. Sponsored by:
The CFA® PROGRAM Ethics & Professional Standards Portfolio Management Asset Valuation Investment Tools Level III Level II Level I 5% 15% 30% 50% 10% 5% 35% 50% 10% 10% 40% 40% Three Levels – Topic Areas Maintain Charterholder Status Become CFA® Charterholder Fulfill four years of work experience Pass all 3 Levels of exam Apply for Membership after clearing Level 1 exam Study for the Program with IMS Proschool Register with CFA® Institute, USA Meet the Program Entrance Eligibility criteria. How to become a CFA®? Steps to Success Charter
Award Get 4 years work experience Pass
Level 3 Pass
Level 2 2013 2014 2015 2016 2017 Pass
Level 1 IMS Proschool Credentials Partner with NISM (National Institute of Securities Market - an Initiative of SEBI) to spread Financial Literacy and Awareness across 135,000 school in the country.


Tie-up with National Stock Exchange's NCFM for Certification test administration. What is CFA Institute?
Global nonprofit association with more than 150,000 investment-professional constituents from 135 nations around the world.
Headquartered in Charlottesville, VA, USA – CFA Institute also maintains regional offices in London & Hong Kong.
CFA Institute sets industry standards for knowledge, professionalism, & integrity through the (Chartered Financial Analyst®) CFA® Program
CFA Institute and 131 local CFA Institute societies provide ongoing career development for members through continuing education, advocacy, and professional conduct programs.
Ethical and professional standards – the CFA Institute Code of Ethics and Standards of Professional Conduct, and GIPS® (Global Investment Performance Standards) – foster high levels of integrity and transparency within the investment management process. Classroom Training Program IMS Proschool Credentials Trained & Certified employees of following Organizations
State Owned Banks
Foreign Banks
Security Houses
Mutual Fund Companies
Insurance Companies
IT/ITES
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