The Chartered Financial Analyst® (CFA®) is one of the most prestigious designations in the field of investment management. This charter equips you with the expertise and real-world skills in investment analysis that can significantly advance your career.
The CFA® qualification is one of the most highly respected and valued qualifications available internationally. In both developed and emerging markets, the CFA® designation is recognized as a symbol of professional excellence.
Gaining such a qualification is evidence that the holder possesses the skills and the knowledge that are in high demand by employers in the securities markets, banking, corporate finance, fund management, and insurance. The Chartered Financial Analyst® (CFA®) qualification is administered by the CFA Institute in the USA and is promoted as the industry standard for professionals working in the financial services industry.
This program is designed to help candidates understand every learning outcome statement included in the CFA® curriculum so that you get the maximum marks. Regular assessments and evaluations at every phase of study ensures candidates practice sufficient exam style questions and stay up to speed. The course is designed to help the learning process with graphic-rich slides and exam-style questions that will complement lecturer’s interactive and engaging teaching style.
Course Objectives:
Upon the completion of this course, the participant will be able to attain mastery of the level 1 program to successfully ace the exam.
Target Audience:
The CFA® qualification is ideal for you if you want to or are already working in investment profession and wish to be professionally qualified to succeed in current practice.
Course Structure:
An intensive program covering all learning outcome statements of level 1, combined with extensive practice and tests. Our teaching style involves building conceptual understanding of the concepts with the use of real-life examples and illustrations.
Delivery Method:
In-Person Classes
Course Outline:
- Ethical and Professional Standards (15-20%)
- Quantitative Methods (6-9%)
- Economics (6-9%)
- Financial Statement Analysis (11-14%)
- Corporate Issuers (6-9%)
- Equity Investments (11-14%)
- Fixed Income (11-14%)
- Derivatives (5-8%)
- Alternative Investments (7-10%)
Exam Eligibility:
To register for the CFA® exam, you need to either hold a bachelor's degree (or its equivalent) or be in the second year of your bachelor's degree program. If you don't meet this academic requirement, your professional work experience can also be considered towards eligibility. The simplest way to determine your eligibility for the CFA® exam is to provide us with information about your degree and work experience.
Meet one of the following entrance requirements:
- Have a bachelor's (or equivalent)
- Or be in the 3rd year of the bachelor's degree program at the time of registration to sit for Level I Exam (Candidate must complete his degree program prior to the date of sitting your Level II exam).
- Or have four years of professional work experience (does not have to be investment related)
- Or have a combination of professional 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.
What's Involved in the Exam?
The CFA® exam consists of three levels that must be completed sequentially. Candidates may sit for only one examination each year:
- Level I: Focuses on fundamental knowledge of investment tools with some analysis.
- Level II: Places a stronger emphasis on analysis and the practical application of investment tools and concepts.
- Level III: Focuses on effective portfolio management using evaluation tools and analytical methods.
Testing Windows:
- Level I: Four testing windows per year in February, May, August, and November.
- Level II: Three testing windows per year in February, August, and November.
- Level III: Two testing windows per year in May and August.
What topics are on the CFA Exam Level I?
The CFA® Program curriculum for the Level I exam is focused on the knowledge and comprehension of investment tools and asset classes, as well as portfolio management and ethical and professional standards. The exam covers the 10 topic areas noted in the chart below. Questions on the exam are grouped into the functional areas shown in the chart and the items are randomized.
| Session |
Functional Area |
Topic |
Exam Weight |
| 1 |
Ethical and Professional Standards |
Ethical and Professional Standards |
15-20% |
| |
Tools |
Quantitative Methods |
6-9% |
| |
|
Economics |
6-9% |
| |
|
Financial Statement Analysis |
11-14% |
| 2 |
Portfolio Management and Anasis |
Corporate Issues |
6-9% |
| |
|
Portfolio Management |
8-12% |
| |
Assets |
Equity Investment |
11-14% |
| |
|
Fixed Income |
11-14% |
| |
|
Derivatives |
5-8% |
| |
|
Altenative Investments |
7-10% |
Exam fees and deadlines:
- Early registration fee: $940
- Standard registration fee: $1,250
*Please refer to the attached Exam schedule for more details.
To register for the exam, you will need the following:
- A valid international travel passport (required for enrollment and exam registration).
- A credit card for online payments.
- A candidate account created on: CFA Institute's website
Course Material:
QFBA, in partnership with Morgan International (in collaboration with Kaplan Schweser), is dedicated to delivering a highly effective learning experience for the CFA exam. Our program, led by experienced charter holders, offers interactive classes and a range of study tools.
Key features of the course include:
- 41 Lectures with Charter holder Instructors from the region
- Level I SchweserNotes™
- Level I SchweserPro™ Qbank
- Activity Feed
- Level I Online Practice Exam Package
- Level I Quicksheet
- Level I Secret Sauce®
- Level I SchweserNotes™ Videos
- Topic Quizzes
- Instructor Link
- Diagnostic Exam
- Resource Library
- Checkpoint Exams
