Preparatory Course for Chartered Financial Analyst (CFA) Examination

  

About this Course

INTRODUCTION

What is CFA?

The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world. The CFA® program is the professional qualification administered and awarded by the CFA Institute, based in United States.

Benefits of the CFA Charter :

More than 100,000 have achieved charterholder status in over 135 countries and territories, the benefits include:

  • Portable reputation – a charter remains a mark of quality, whether you change company or move country.
  • Global community – instant access to a global network of investment professionals
  • Globally relevance – an international standard for measuring competence and integrity
  • Career-enhancing – demonstrates your commitment to knowledge and high ethical standard to employers and clients
  • Credible – praised and supported by the clients, employers and regulators including the investment community at large
Enrolling in the CFA Program is your first step toward earning this qualification.

While the Kaplan Financial CFA preparatory course is Learning Outcome Statement (LOS) focused, your commitment to self-study also serve as a critical factor in preparing for the CFA examination.

COURSE DESCRIPTION

Classroom delivery for CFA is made up of 3 distinct phases.

PREPARE PHASE

  1. Phase 1 - Education Program (Classroom Tuition & Schweser Video Classes)
  2. Phase 2 - Revision Course
  3. Phase 3 - Kaplan Schweser Online Mock CFA Exam and Multimedia Tutorial

ENTRY REQUIREMENTS

To enroll in the CFA Program, you must have:

- An international travel passport (read the ID policy) and

- One of the following:

  • Undergraduate education: A bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program (you will be required to update your education information before you can register for the Level II exam), or
  • Work experience: Four years of professional work experience (does not have to be investment related), or
  • A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued prior to enrollment).

- Meet the professional conduct admission criteria

- Complete the online registration and enrolment form and pay the required fees directly to CFA Institute

CFA Candidate Profile

The CFA designation is designed to be a benchmark for ethical standards and professionalism within the global financial community. 

Typical CFA candidates include:

  • Portfolio Manager
  • Research Analyst
  • Chief-Level Executive
  • Risk Manager
  • Relationship Manager
  • Accountant/Auditor
  • Corporate Financial Analyst
  • Financial Advisor
  • Investment Banking Analyst
  • Consultant
  • Trader
  • Strategist

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