CFA® EXAM DETAILS STUDY PACKAGESCFA® EXAM REGISTRATION EXPERT INSTRUCTIONCFA® PROGRAM OVERVIEW

877.599.2659 (U.S.) | +1 608.779.8327 (Int’l.) | www.schweser.com/cfaMRKT-19168

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CFA® Exam Prep CFA® Exam Prep

June 2016CFA®

EXAM REVIEW

Why Kaplan Schweser?Kaplan Schweser is the leading global provider of financial education for hundreds of thousands of students and business professionals around the world. Our comprehensive learning strategy, known as The Kaplan Way, utilizes learning science in the instructional design of our educational tools and courses. The Kaplan Way employs a three-phase learning strategy: Prepare ▸ Practice ▸ Perform. By using this model as our foundation, we have constructed the most effective, comprehensive study packages in the industry, each specifically designed to help our students achieve success on the CFA® exam.

Kaplan Schweser’s mission is to help our students succeed, and we have been the proven leader in CFA exam preparation for 25 years:

• Our education is backed by learning science (The Kaplan Way: Prepare, Practice, Perform)

• We offer world-class, expert instruction by CFA charterholders with years of teaching experience

• 96.8% of our customers would recommend Kaplan Schweser CFA exam prep

CFA Program OverviewThe CFA® Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behavior. CFA Institute determines the curriculum, administers the exam, and awards the charter.

• The CFA Program is a practice-based curriculum with three levels of exams.

• Each level of the CFA exam is offered once each year in June. The Level I exam is also offered in December.

• The CFA curriculum is dynamic and changes annually to meet the nature and complexity of the global investment profession.

• Successful candidates report spending an average of 300 hours preparing for each exam; some may need more or less time, depending on their background and experience. It will take most candidates between 2½ and 5 years to complete the CFA Program.

• There is no limit to the number of times you can take each exam, and you can take as much time as you need to complete the program.

Candidate Eligibility RequirementsTo be eligible to enter the CFA Program, you must:

• Have 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 - or have four years of qualified, professional work experience (does not have to be investment related)

- or a combination of work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrollment

• Understand the professional conduct requirements (during the application process, you will be asked to sign statements of Professional Conduct and Candidate Responsibility)

• Be prepared to take the exams in English

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

PRACTICE PERFORMPREPARE

LEARN MORE

Guide to CFA® EXAM

Preparation

CFA® EXAM DETAILS STUDY PACKAGESCFA® EXAM REGISTRATION EXPERT INSTRUCTIONCFA® PROGRAM OVERVIEW

877.599.2659 (U.S.) | +1 608.779.8327 (Int’l.) | www.schweser.com/cfaMRKT-19168

yearsyearsyears

CFA® Exam Prep CFA® Exam Prep

Level I Topic AreaEthical and Professional Standards 15%

Quantitative Methods 12%

Economics 10%

Financial Reporting and Analysis 20%

Corporate Finance 7%

Equity Investments 10%

Fixed Income 10%

Derivatives 5%

Alternative Investments 4%

Portfolio Management and Wealth Planning 7%

Total 100%

Level II Topic AreaEthical and Professional Standards 10–15%

Quantitative Methods 5–10%

Economics 5–10%

Financial Reporting and Analysis 15–20%

Corporate Finance 5–15%

Equity Investments 15–25%

Fixed Income 10–20%

Derivatives 5–15%

Alternative Investments 5–10%

Portfolio Management and Wealth Planning 5–10%

Total 100%

Level III Topic AreaEthical and Professional Standards 10–15%

Quantitative Methods 0%

Economics 5–15%

Financial Reporting and Analysis 0%

Corporate Finance 0%

Equity Investments 5–15%

Fixed Income 10–20%

Derivatives 5–15%

Alternative Investments 5–15%

Portfolio Management and Wealth Planning 40–55%

Total 100%

Important: New CFA candidates are encouraged to read all of the testing policies set forth by CFA Institute.

Level IBody of Knowledge™ Candidates concentrate on the tools and concepts related to investment valuation and portfolio management, as well as an overview of how these processes fit within the guidelines of the CFA Institute Code of Ethics and Standards of Professional Conduct.

Exam> Format: multiple-choice; each question has three answer choices

> 240 equally weighted questions> Morning: 120 questions; Afternoon: 120 questions > On average, 1.5 minutes should be allocated for each question

Level IIBody of Knowledge™ Candidates are expected to demonstrate a greater depth of understanding of the tools and techniques that were introduced in the Level I curriculum, in addition to applications in asset valuation within the context of the Code of Ethics and Standards of Professional Conduct.

Exam> Format: item set or “mini cases” — each item set contains a vignette

(with an average length of 1.5 pages)

> 20 item sets, each with 6 multiple-choice questions

> Morning: 10 item sets; Afternoon: 10 item sets > Exam is graded for 360 points; 360 minutes on the exam

Level IIIBody of Knowledge™ Candidates are required to demonstrate a higher level of understanding of the materials tested at Levels I and II, as well as display effective knowledge of the entire portfolio management process.

Exam> Format: essay, item sets, and multiple-choice

> Morning: 12–15 essay questions Afternoon: 10 item sets, each with 6 multiple-choice questions

> The exam is graded for 360 points; 360 minutes on the exam

June 2016CFA®

EXAM REVIEW

CFA® EXAM DETAILS STUDY PACKAGESCFA® EXAM REGISTRATION EXPERT INSTRUCTIONCFA® PROGRAM OVERVIEW

877.599.2659 (U.S.) | +1 608.779.8327 (Int’l.) | www.schweser.com/cfaMRKT-19168

yearsyearsyears

CFA® Exam Prep CFA® Exam Prep

Don’t miss Kaplan Schweser’s CFA® Mock ExamAs close to the actual CFA exam in content and difficulty as we can make it, and fully proctored to replicate the pressure of exam day! Attend the 3-hour morning and 3-hour afternoon sessions (live or online) for a true test of your readiness for the real CFA exam. Exam Tutorial included.

May

2016

To enter into the CFA Program, candidates must pay a one-time registration fee and the required enrollment fees for each level. Exam registration, the CFA curriculum, partial sample exam, and a mock exam (full-length for Levels I and II, partial for Level III) are included in the candidate enrollment and registration fees.

*To obtain a printed version of the CFA exam registration and enrollment forms in the mail, call CFA Institute’s Information Central Department at: 800.247.8132 or 434.951.5499 or email info@cfainstitute.org.

Enroll and Register in the CFA Program

Test CentersThe CFA exam is administered in testing centers located all over the world. For a complete, up-to-date list of centers, please click here >>.

Important DatesMarch 16, 2016Final deadline for new CFA enrollments and exam registrations to be received

Early May 2016Examination admission ticket available on the CFA Institute website

June 4, 2016Examination day

Late July: Levels I & IIMid-August: Level IIIJune 2016 exam results available online

* Exam results are compiled and released by CFA Institute. Result release times may vary.

September 23, 2015> Program Enrollment (first-time candidates only) – $450

> Exam Registrations* (all candidates) – $650

June 2016 CFA® Exam Fees

Enrollment and registration fees are nontransferable and nonrefundable. Exam registration and fees must be received on or before the dates listed for prices to apply.

* The registration fee also includes the assigned CFA curriculum, one partial sample exam, and a mock exam (full-length I & II, partial III). CFA curriculum options may affect total fee.

February 17, 2016> Program Enrollment (first-time candidates only) – $450

> Exam Registrations* (all candidates) – $860

March 16, 2016> Program Enrollment (first-time candidates only) – $450

> Exam Registrations* (all candidates) – $1,280

TOTAL = $1,100

TOTAL = $1,310

TOTAL = $1,730

REGISTER NOW

June 2016CFA®

EXAM REVIEW

CFA® EXAM DETAILS STUDY PACKAGESCFA® EXAM REGISTRATION EXPERT INSTRUCTIONCFA® PROGRAM OVERVIEW

877.599.2659 (U.S.) | +1 608.779.8327 (Int’l.) | www.schweser.com/cfaMRKT-19168

yearsyearsyears

CFA® Exam Prep CFA® Exam Prep

Instruction PackagesPremiumPlus™ Package Our most comprehensive CFA® study package includes everything you need to effectively prepare, practice, and perform on the CFA exam: instruction, review, and study materials.

Learn More »

Premium Instruction Package For those who prefer the guidance and expertise of experienced instructors. Choose between live or online weekly classes.

Learn More »

Essential Self Study Package An excellent choice for candidates who want a comprehensive CFA® study program, but would prefer to prepare, practice, and perform on their own.

Learn More »

SchweserNotes™ Package The SchweserNotes™ Package is the framework for a successful CFA® exam study program. This package combines candidates’ favorite study tool, SchweserNotes™, with three full-length practice exams, and the go-anywhere QuickSheet.

Learn More »

June 2016CFA®

EXAM REVIEW

Instruction Packages Self Study Packages

Study Packages

Premium Plus™

PackageStarting at

$1,499

Premium Instruction

PackageStarting at

$1,099

Essential Self Study Package

$649

Schweser Notes™

Package$379

Choice of Final Review Live or Online 3-Day Review Workshop (included)∤ Live 5-Day Review Workshop (+$300)∤ WindsorWeek™ (+$1,399–$2,399; Call to order)

•

InstructionLive Online Weekly Class (included)∤ Weekly Classroom (+$300–Select U.S. and Canada locations) (Includes Weekly Class Workbooks, Volumes 1 & 2)

• •

Schweser’s Secret Sauce®* •SchweserPro™ QBank (online) • • •SchweserNotes™ Volumes 1–5* • • • •Practice Exams, Volume 1 (3 exams)* • • • •Practice Exams, Volume 2 (3 exams)* • • •Schweser’s QuickSheet* • • • •Study Calendar (online) • • • •101 Must Knows† • • •Instructor-Led Office Hours • •Ask Your Instructor • •Candidate Resource Library • •

Schweser PassProtection™†† 50% 50% 25%

All packages listed are available as a printed version or an online version. You may also customize your package with print and online components by calling 877.599.2659 (U.S.) or +1 608.779.8327 (Int’l.) and ordering through Customer Service.* Option for printed or electronic version is available for SchweserNotes™, Schweser’s Secret Sauce®, Schweser’s QuickSheet,

Weekly Class Workbooks, Schweser Practice Exams, and Review Workshop Workbooks. † Level I only.† † Receive up to 50% off 2017 Premium Instruction and PremiumPlus™ packages if you do not pass the 2016 exam. PassProtection™ cannot be combined with any other discount. You must call Customer Service to redeem.

CFA® EXAM DETAILS STUDY PACKAGESCFA® EXAM REGISTRATION EXPERT INSTRUCTIONCFA® PROGRAM OVERVIEW

877.599.2659 (U.S.) | +1 608.779.8327 (Int’l.) | www.schweser.com/cfaMRKT-19168

yearsyearsyears

CFA® Exam Prep CFA® Exam Prep

Here’s why Schweser’s instructors make the difference:

• Nearly half hold multiple designations (CFA®, FRM®, CAIA®)

• More than half are MBAs

• More than 80 percent have some type of master’s degree

• More than one-third are PhDs in Finance

Late-Season CFA® Instruction and Mock Exams:In the last weeks leading up to the exam, a final review of the CFA® curriculum is exactly what you need to drive home the CFA material and key concepts, as well as identify any weak areas you still may have. With a balanced mix of CFA curriculum review and problem solving, Schweser’s seminars will:

• Provide you extensive practice with exam-like questions• Reinforce your knowledge and get you exam-ready• Help improve your exam-taking skills and speed to perform effectively on the CFA exam

7-Day WindsorWeek™ | starting at $1,799 For 50 years, WindsorWeek™ has been known as the gold standard in CFA® review. This all-inclusive, 7-day residential program completely immerses you in the CFA curriculum. Review every CFA topic and practice your exam-taking skills with some of the best instructors in CFA education. At the end of the week, put your newly acquired knowledge to the test and perform on a Live Schweser Mock Exam. Join hundreds of other candidates who come from all over the world to share in the spirit, excitement, and energy that can only be found at WindsorWeek™! Learn More >>

5-Day Review Workshop | $849 Kaplan Schweser is proud to offer our Live 5-Day Review Workshop in New York or Dallas-Fort Worth. This late-season review program combines a review of key concepts in every topic area, demonstration problems, and extensive practice with hands-on problem solving to get you exam-ready. Learn More >>

Live or Live Online 3-Day Review Workshop | $549 With a balanced mix of CFA® curriculum review and problem solving, Schweser’s 3-Day Review Workshop is just the thing to get you exam-ready. After reviewing each topic of the CFA curriculum, instructors use problems and exam-like questions to help reinforce your knowledge, practice your exam techniques, and improve your exam-taking skill and speed. Learn More >>

NEW for June 2016! New York 6-Evening Review Workshop–Downtown | $549 With a balanced mix of CFA curriculum review and problem solving, Schweser’s Review Workshop is just the thing to get you exam-ready. After reviewing each topic of the CFA curriculum, instructors use problems and exam-like questions to help reinforce your knowledge, practice your exam techniques, and improve your exam-taking skill and speed. Learn More >>

Schweser Mock Exam (Live or Online) The Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Schweser Mock Exam helps develop your test-taking skills, identify your weak areas, anddemonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial. Available in select cities or online:

Live Schweser Mock Exam | Prices vary by location.• Offered in 100+ cities worldwide.

Online Schweser Mock Exam | $100Learn More >>

Note: WindsorWeek™, 5-Day Review Workshop, and 3-Day Review Workshop can be purchased individually or added to the PremiumPlus™ Package.

Required Disclaimer: CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Kaplan Schweser. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

June 2016CFA®

EXAM REVIEW

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