jobs after cfa
DESCRIPTION
Job opportunities after CFA. For more information on this video, and to sign-up for our 10-day Free CFA Course click here:-http://www.edupristine.com/home/placements/ To know more about these trainings, do contact us at -M: +91 80800 05533TRANSCRIPT
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Jobs after CFA (US)
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Agenda
Jobs after CFA
– Employers View
– Job prospects in India & Abroad
– Expected Salary Package
– Resume Building
– When to apply
– How to apply
• About Pristine
– Financial Modeling & Valuation
– Pristine Offering
• Registration
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Employers View
• There growing interest in the CFA Exam by employers worldwide.
• Significant benefit in terms of career growth and compensation for those who clear the exam.
• A Russell Reynolds study quoted on the CFA Institute website talks about CFA-charter holding individuals
out-earning their peers by over 50 % across experience levels.
• The primary employment opportunity is with Investment Banks, Private Equity firms, Equity Research,
Wealth Advisory and KPOs.
• Clearing every level leads to an enhanced career path, i.e. even after clearing CFA Lev 1 candidates can
get good opportunities in financial research with KPOs, Broking Houses , Research Firms and Wealth
Advisory Firms.
• Organizations like JP Morgan Chase, Bank of America Corp., Citibank, etc. are not only keen to take CFAs
but also encourage their employees to take the exam with some of them even financing the course for
employees.
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Job prospects in India & Abroad
• CFA charter provides you with a strong foundation for a variety of career choices in the investment
profession
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The following lists the types of industries and companies:
Buy Side - 55%
•Investment Companies/Mutual Funds - 25%
•Private Client Wealth Manager Advisor - 11%
•Hedge Funds/Fund of Hedge Funds -6%
•Banks - 7%
•Insurance Companies - 4%
•Pensions and Foundations - 4%
•Private Client Wealth Manager/Advisor - 2%
Sell Side - 16%
•Investment Bank/ Broker Dealer - 16%
Other - 29%
•Consultancy
•Government/Regulator
•University/College
•Research Firm
*Source CFA institute
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Expected Salary Package
• The salary after clearing each level of CFA depends on your previous education background and work
experience. A indicative range of salary is given below for your reference.
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Salary after CFA
CFA Leve 1 Cleared CFA Leve 2 Cleared
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CFA Certification - Achievers
• Amit Khurana
– Is B.A. ( Eco) and M.Com ( Eco )
– Started as a career in Analysis
– Cleared All levels of CFA
– Currently Working as Head – Equity Research
• Brijesh Goyal
– Graduate from IIT Roorkee
– Was working with GE in Engineering Division
– Cleared CFA Level 2 and FRM
– Now working with Deutsche Bank in their
Derivative analysis team
• Ankit Megotia
– Was not able to get Job earlier
– After CFA Level 1 got job in D E Shaw , Analyst
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CFA Certification – Where you can go with Level III
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When to apply for Job
• Start applying for the job after 5th June 2011, i.e. just after your CFA Exam, as you have just finished your
syllabus and would be able to answer all the technical questions.
• Employers look for sound understanding of concepts , so if you clear the technical round , you may qualify
for a job even before your result is out.
• Preparations before applying
- Good CV
- Revise your syllabus
- Read newspapers and business magazines for current news of the related finance concepts.
- Attend Pristine Financial Modeling & Valuation course to understand the practical aspects of CFA Lev I or
Lev II exam required for various Finance Research Jobs.
- 70% of the job profiles for candidates who have cleared CFA Lev I or Lev II will require expertise in
Financial Modeling, Valuation and advance Excel concepts.
• Resumes:
– You can have 2 to 3 CVS for different profiles if you have work experience.
– Please refer to the Sample Resumes given in the CD.
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Available Job Profiles : naukri.com
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Available Job Profiles : www.monster.com
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Available Job Profiles : www.careerjet.co.in
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Available Job Profiles : www.indeed.co.in
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Available Job Profiles :www.timesjobs.com
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Agenda
Jobs after CFA
– Employers View
– Job prospects in India & Abroad
– Expected Salary Package
– Resume Building
– When to apply
– How to apply
• About Pristine
– Financial Modeling & Valuation
– Pristine Offering
• Registration
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Pristine & CFA
CFA Institute, USA
Pristine is the Largest
CFA® Institute Authorized
Prep Course Provider in India
Trains 800+ CFA Aspirants each year
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Pristine
Finance trainings for individuals/corporate/colleges
Trainings for
International
Certifications
Corporate
Trainings
Pristine
Certifications
- Authorized training providers for prestigious international
certifications like CFA*, FRM, PRM, CFP* etc.
- Pan India class-room trainings and web-based live online
trainings for international students
- Advanced training in financial modeling, valuation, risk,
etc. to large corporate clients like HSBC , BOA,
Accenture, IIMC, IIMI, FMS, CSFB, IDBI, Mizuho Bank
etc.
- Own certification programs in financial modeling, finance
training for corporate lawyers, risk management etc.
- Certification programs in Equity Research, Derivatives
being launched
About Pristine
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Key Authorization
GARP (2007-11)
Authorized Training provider -FRM
Largest player in India in the area of risk
management training. Trained 1000+ students
in risk management
PRMIA (2009-11)
Authorized Training provider – PRM/ APRM
Sole authorized training for PRM Training in
India. Largest player in India in the area of risk
management training. Trained 1000+ students
in risk management
CFA Institute (2010-11)
Authorized Training provider – CFA
Pristine is now the authorized training provider
for CFA Exam trainings . Pristine is largest
training provider for CFA in India with presence
across seven major cities.
FPSB India (2010-11)
Authorized Training provider -CFP
An authorized Education Provider for
Chartered Financial Planner Charter.
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Key Associations*
HSBC (2008)
Risk Management and Quant.
Analysis
New joinees in HSBC had a gap in
knowledge of Risk Management
and quantitative skills. Conducted
trainings (On campus) to bridge the
gap
*Indicative List
Mizuho (2010)
Financial Modeling in Excel
Bankers were using excel
models that they could not
understand. Conducted
financial modeling in Excel
trainings to bridge the gap
Bank Of America
Continuum Solutions (2010)
Finance for Finance
Associates were trained on
valuation and mergers and
acquisitions
J. P. Morgan (2010)
Financial Modeling in Excel
The Real Assets Group were
trained in Excel for
infrastructure and real-estate
modeling
Franklin Templeton
CFA (2010)
Students were facing a gap in the
overall understanding of finance
topics like corporate finance, FSA
and valuation. Provided training for
over 100 hours to bridge the gap
Credit-Suisse India (2009)
Risk Management and Quant.
Analysis
IT Professionals of Credit-Suisse
India were trained on risk
management.
Ernst & Young (2010)
Real Estate Modeling
Senior Associates were trained
on building valuation
models for real estate
ING Vyasa (2010)
Infrastructure & Project
Finance
Bankers were trained on making
integrated models for project
finance and infrastructure.
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…Key Associations
IIM Calcutta (2010-11)
Financial Modeling in Excel
Students about to go for
internships and join jobs found a
gap in their grasp of knowledge of
excel for financial modeling.
Conducted training for 75+
students with an average rating of
4.5+
BITS Pilani (2009)
Workshops on Basics of
Finance
Most of the students desire a
career in finance. Conducted
training for 350+ students with
an average rating of 4.5+
IIT Delhi (2009)
Corporate finance
Students get placed in finance
companies (UBS, GS, MS, etc)
with no understanding of the
subject/ Job Profile. Conducted
workshop to bridge the gap
NUS Business School (2011)
Financial Modeling in Excel
Second year MBA students were
given a full 2-day workshop on
creating financial models. They
learnt how to create integrated
models of valuation.
NISM (2008-11)
Derivatives in Hedging (2008)
Financial Modeling (2011)
Corporate in Ludhiana incurred huge
losses because of derivative trades
(for hedging). Conducted trainings
for directors and CFOs for better
understanding of derivative products
FMS Delhi (2010-11)
Financial Modeling in Excel
Final Year MBA students of Faculty
of Management Studies, Delhi
University were trained in financial
modeling so as to prepare them
better for a job in finance.
IEMR Delhi (2010-11)
Financial Modeling in Excel
Final Year MBA students of IEMR
went through extensive financial
modeling workshop to acquire skills
of financial modeling.
SIMSREE (2010)
Final Year MBA students of
Sydenham MBA, Mumbai were
trained in financial modeling so as
to prepare them better for a job in
finance.
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About Pristine
• Founded by professionals and alumnus of Standard Chartered, Goldman Sachs, Reliance Private
Equity, SBI, Accenture, IBM and CRISIL, IIM, IIT and SIBM.
• Last Year Results: Have delivered trainings to more than 5000+ candidates in last four years with
a success rate of 65% to 85% for various batches for CFA/ PRM/FRM exams.
• Training centers: in Delhi, Mumbai, Bangalore, Pune, Hyderabad, Chennai, Singapore & Online.
• Provided Online trainings to 500+ professionals from US, Europe, Middle East, Asia Pacific, Africa
and Australia.
• Conducted Corporate Trainings for leading organizations namely JP Morgan Chase, E&Y, ING
Vyasa, HSBC, BOA Continuum, IDBI, STCI, Accenture, IITB, Bits Pilani, IIM C, FMS, Mizhua Bank
etc.
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Pristine Offerings
Course Classroom
Trainings
Online
Trainings
Content Crash Course/
Mock Test
Hours of
training
Accreditation Price
CFA Level I All* + Singapore Yes Original Yes 100 CFA Institute USD 595;
INR 17,950
CFA Level II Mumbai, Delhi Yes Original Yes 100 CFA Institute USD 595;
INR 16,950
FRM Level I All + Singapore Yes Original Yes 75 GARP USD 495;
INR 12,950
FRM Level II Mumbai Yes Original Yes 60 GARP USD 495,
INR 10,000
PRM All + Singapore Yes Original Yes 135 PRMIA USD 795,
INR 20,000
APRM Corporate Yes Original Yes 80 PRMIA INR 10,000
Financial
Modeling
Mumbai, Delhi,
Bangalore,
Pune, Hyd,
Chennai
Yes Original NA 50 - INR 10,000
Finance for
Lawyers
Mumbai No Original NA 50 - INR 45,000
CFP Mumbai, Delhi Yes Original NA 120 Under Process INR 30,000
*All cities include Mumbai, Delhi, Kolkata, Chennai, Bangalore, Pune and Hyderabad ;
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Financial Modeling & Valuation using Excel
• Excel Modeling techniques are used in many different areas, such as credit analysis, investment
appraisal, risk management, valuation, financial analysis and forecasting.
• The objective of the training is to help the candidates to prepare Integrated Financial Models to enable
decision making in areas like, Corporate Finance, Equity Valuation, Credit Analysis/Appraisal,
Investment banking, Project Appraisal, M&A, etc.
• The programs would provide the participants with
- Understanding the company and its equity valuation process.
- Developing Integrated Models to incorporate interlinked Financial Statements, Financial Analysis,
Valuation, Project Finance and Merger & Acquisition.
- Knowledge of excel advance tools like scenario analysis, solver, charting mechanisms, data-tables etc.
- Please refer to the Free Sample Financial Models in the CD
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Training Contents
• Understanding and creating a financial model template
• Excel Skills – Shortcuts, Formulas and cross referencing
• Historical financial statement modeling (P&L and B/S)
• Calculating growth drivers
• Building the asset and depreciation schedule
• Building debt & interest schedule
• Building cash flow statement
• Building interest on excess cash and cash revolver
• Building ratios for analysis
• Updating integrated model for valuation using DCF and Comps
• Sensitivity/Scenario Analysis
• Creating foot-ball field for valuation analysis
• Modeling other Accounting concepts - Revenue Recognition, Deferred tax etc
• Project Finance Modeling covering Infrastructure sector
• Merger & Acquisitions Analysis
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Training Details
• 6 days 30 hrs ( on Weekends) interactive training program using extensive case studies & real life examples
• Complete hand-holding to enable the participants to develop Integrated Financial models.
• Free Financial Models of latest IPO’s Linkedin, Tata Steel, Punjab & Sind Bank, Coal India Ltd, Shipping
Corp of India, Microsoft, Patni & Igate Merger Deal etc.
• Effectively using keyboard shortcuts & Formulas in Excel.
• Please refer to the Financial Modeling brochure in the CD for Faculty Details
• Support for revision in future
• Certification of Participation
• Training Fees: Rs 10,000.
• Training dates & Venue:
– Delhi : Batch starting in June, Malviya Smriti Bhawan, ITO New Delhi
– Bangalore: Batch starting in June, Manipal Center Dickenson Road
– Hyderabad: Batch starting on 18th June, Pasha College of Education, Banjara Hills
– Mumbai : Batch starting in June, Khar Education Society , Khar (W)
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Register for Free Financial Modeling Seminar Delhi: 12 June, 1pm to 3pm, Malviya Smriti Bhawan, ITO , Delhi
Mumbai: 11 June, 12am to 2pm, Khar Education Society, Khar (W)
Hyderabad: Pasha Institute of Education, Banjara Hills, Hyd
Bangalore: Manipal Center, Dickenson Road
mail us at [email protected]
For Registration or Query
Karuna (for Mumbai) : 80800 05533
Sanjay ( for Delhi & Bang) : 95602 14422
Dikshu ( for Hyd) : 88009 59911
Mansi (for Online): 99202 75533