cfa training course
DESCRIPTION
Details of the training programme on CFA for our next batchTRANSCRIPT
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International CFA (Chartered Financial
Analysis)Training Programme
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* 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
Qualification
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* 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
Why CFA?
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Roles of a CFA?
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Profile of Organizations hiring a CFA?
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* 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)
Eligibility
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* Candidates may register for only one exam at a time
* Must wait to receive their exam results before registering for the next 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
Exam Details
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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.
Exam Levels
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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
Subjects
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Subjects & Levels
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Topic Area Level I Level II Level III
Ethical and Professional Standards (total) 15 10 10
Quantitative 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 0
Equity 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
Weightages – subject-wise
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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
Exam fees
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* 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.
About CFA Institute
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Members’ Profile
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Members’ Profile
21-25 26-30 31-35 36-40 41-45 46-50 51-550
10
20
30
40
50
23
41
2110
3 2 6
%age
Age Group
% a
ges
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Members’ Profile
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Member’s Profile
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Goldman Sachs
Merill Lynch
Deutche Bank
Bank of America
JP Morgan
Morgan Stanely
JM Financials
All Mutual Funds and investment banks
Top Recruiters
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The Training Program
Title International CFA, USA
Duration 25 Sessions(100hrs, Sundays)
Course Fees 20,000.00 (plus service tax)
Venue 1/44 Lalita Park, Laxmi Nagar
Start Date
27th May ,2012
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.
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* 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
About Takshila
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3 Mantras of Takshila’s Classes
• Multimedia Driven Classes
1
• Practical Oriented Courses
2
• Conducive Learning Environment
3
Deliver Effective Learning
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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
Takshila Advantage
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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
Fees Details
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Ms. Sanchita Dargarh, the faculty for this course cleared Chartered Financial Analyst (CFA) conducted
by The Institute of Chartered Financial Analyst of India (ICFAI), with Alpha-80%, Beta-78.5%, Gamma-73.5%, Delta-56.5%, Epsilon-60.5%, Kappa-60%
MS Finance (ICFAI) with Lambda-60.5%, Theta-57.5%, Sigma-55%
Cleared International CFA Level 1, level 2 as well level 3 in first attempt with above average in all the 10 subjects
She has been a faculty for CFA in the past and achieved good result from her batches
About the faculty
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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
Misc Info