Jobs after CFA

www.edupristine.comJobs after CFA (US)

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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 2 W: www.edupristine.com

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. e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 3 W: www.edupristine.com

Job prospects in India & Abroad • CFA charter provides you with a strong foundation for a variety of career choices in the investment profession 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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 4 W: www.edupristine.com

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. e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 5 W: www.edupristine.com

Salary after CFA CFA Leve 1 Cleared CFA Leve 2 Cleared e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 6 W: www.edupristine.com

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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 7 W: www.edupristine.com

CFA Certification – Where you can go with Level III e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 8 W: www.edupristine.com

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. e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 9 W: www.edupristine.com

Available Job Profiles : naukri.com e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 10 W: www.edupristine.com

Available Job Profiles : www.monster.com e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 11 W: www.edupristine.com

Available Job Profiles : www.careerjet.co.in e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 12 W: www.edupristine.com

Available Job Profiles : www.indeed.co.in e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 13 W: www.edupristine.com

Available Job Profiles :www.timesjobs.com e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 14 W: www.edupristine.com

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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 15 W: www.edupristine.com

Pristine & CFA CFA Institute, USA Pristine is the Largest CFA® Institute Authorized Prep Course Provider in India Trains 800+ CFA Aspirants each year e: info@edupristine.com; C: +91 8080 005533 W: www.edupristine.com

About Pristine Finance trainings for individuals/corporate/colleges - Authorized training providers for prestigious international Trainings for certifications like CFA*, FRM, PRM, CFP* etc. International - Pan India class-room trainings and web-based live online Certifications trainings for international students - Advanced training in financial modeling, valuation, risk, Corporate etc. to large corporate clients like HSBC , BOA, Pristine Accenture, IIMC, IIMI, FMS, CSFB, IDBI, Mizuho Bank Trainings etc. - Own certification programs in financial modeling, finance Pristine training for corporate lawyers, risk management etc. Certifications - Certification programs in Equity Research, Derivatives being launched e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 17 W: www.edupristine.com

Key Authorization CFA Institute (2010-11) GARP (2007-11) Authorized Training provider – CFA Authorized Training provider -FRM Pristine is now the authorized training provider Largest player in India in the area of risk for CFA Exam trainings . Pristine is largest management training. Trained 1000+ students training provider for CFA in India with presence in risk management across seven major cities. PRMIA (2009-11) FPSB India (2010-11) Authorized Training provider – PRM/ APRM Authorized Training provider -CFP Sole authorized training for PRM Training in An authorized Education Provider for India. Largest player in India in the area of risk Chartered Financial Planner Charter. management training. Trained 1000+ students in risk management e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 18 W: www.edupristine.com

Key Associations* Mizuho (2010) Bank Of America J. P. Morgan (2010) Ernst & Young (2010) Financial Modeling in Excel Continuum Solutions (2010) Financial Modeling in Excel Real Estate Modeling Bankers were using excel Finance for Finance The Real Assets Group were Senior Associates were trained models that they could not trained in Excel for on building valuation Associates were trained on understand. Conducted infrastructure and real-estate models for real estate valuation and mergers and financial modeling in Excel modeling acquisitions trainings to bridge the gap ING Vyasa (2010) Franklin Templeton Credit-Suisse India (2009) HSBC (2008) Infrastructure & Project CFA (2010) Risk Management and Quant. Risk Management and Quant. Finance Analysis Analysis Students were facing a gap in the Bankers were trained on making overall understanding of finance IT Professionals of Credit-Suisse New joinees in HSBC had a gap in integrated models for project topics like corporate finance, FSA India were trained on risk knowledge of Risk Management finance and infrastructure. and valuation. Provided training for management. and quantitative skills. Conducted over 100 hours to bridge the gap trainings (On campus) to bridge the gap *Indicative List e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 19 W: www.edupristine.com

…Key Associations NISM (2008-11) NUS Business School (2011) IIM Calcutta (2010-11) FMS Delhi (2010-11) Derivatives in Hedging (2008) Financial Modeling in Excel Financial Modeling in Excel Financial Modeling in Excel Financial Modeling (2011) Second year MBA students were Students about to go for Final Year MBA students of Faculty internships and join jobs found a of Management Studies, Delhi Corporate in Ludhiana incurred huge given a full 2-day workshop on gap in their grasp of knowledge of University were trained in financial losses because of derivative trades creating financial models. They excel for financial modeling. modeling so as to prepare them (for hedging). Conducted trainings learnt how to create integrated Conducted training for 75+ better for a job in finance. for directors and CFOs for better models of valuation. students with an average rating of understanding of derivative products 4.5+ IIT Delhi (2009) BITS Pilani (2009) IEMR Delhi (2010-11) SIMSREE (2010) Corporate finance Workshops on Basics of Financial Modeling in Excel Students get placed in finance Finance Final Year MBA students of Final Year MBA students of IEMR Sydenham MBA, Mumbai were companies (UBS, GS, MS, etc) Most of the students desire a went through extensive financial trained in financial modeling so as with no understanding of the career in finance. Conducted modeling workshop to acquire skills to prepare them better for a job in subject/ Job Profile. Conducted training for 350+ students with of financial modeling. finance. workshop to bridge the gap an average rating of 4.5+ e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 20 W: www.edupristine.com

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. e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 21 W: www.edupristine.com

Pristine Offerings Course Classroom Online Content Crash Course/ Hours of Accreditation Price Trainings Trainings Mock Test training 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 Mumbai, Delhi, Yes Original NA 50 - INR 10,000 Modeling Bangalore, Pune, Hyd, Chennai Finance for Mumbai No Original NA 50 - INR 45,000 Lawyers CFP Mumbai, Delhi Yes Original NA 120 Under Process INR 30,000 *All cities include Mumbai, Delhi, Kolkata, Chennai, Bangalore, Pune and Hyderabad ; e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 22 W: www.edupristine.com

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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 23 W: www.edupristine.com

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 e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 24 W: www.edupristine.com

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) e: info@edupristine.com; C: +91 8080 005533© Neev Knowledge Management Pvt.Ltd.-Pristine 25 W: www.edupristine.com

For Registration or Query Karuna (for Mumbai) : 80800 05533 Sanjay ( for Delhi & Bang) : 95602 14422 Dikshu ( for Hyd) : 88009 59911 Mansi (for Online): 99202 75533Register 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 info@edupristine.com e: info@edupristine.com; C: +91 8080 005533 W: www.edupristine.com

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Jobs after CFA

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