Agenda                                                                                   01 Overview CFA Institute        ...
01              CFA Institute : Overview                     •       CFA Institute is based out of Charlottesville, Virgin...
02              The CFA® Programme : Overview                                                                             ...
02              The CFA® Programme : The 3 Levels                     •       CFA Charter consists of :                   ...
02              Course Structure                                                                   Topic Areas            ...
03              CFA Program USPs                     •       Current & Application driven                               • ...
04              Work Profiles                     •       The areas where a CFA can use his skills are:                   ...
05              Employers & Industry Evolution                     •       Increasing number of employers worldwide are re...
05              Employers & Industry Evolution              A Russell Reynolds study quoted on the CFA Institute website ...
06             Fee Str uctur e & Deadline for June                    2013                                                ...
07              What it takes to pass the exam                                                Bill Gates - “There is no su...
07              What it takes to pass the exam                        Peter F Drucker - “Unless COMMITMENT is made, there ...
08              Knowledge Varsity Offering                     •       Experience                               •    5+ Ye...
08              Knowledge Varsity Offering                     •       Programme Details                               •  ...
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CFA Level 1 Information by Knowledge Varsity

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CFA Level 1 Information by Knowledge Varsity

  1. 1. Agenda 01 Overview CFA Institute 02 The CFA® Programme 03 CFA© Program USPs 04 Work Profiles 05 Employers & Industry Evolution 06 Fees and Deadlines for June 2013 07 What it takes to pass the exam 08 Knowledge Varsity OfferingFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 1
  2. 2. 01 CFA Institute : Overview • CFA Institute is based out of Charlottesville, Virginia • Formerly known as AIMR (Association of Investment Management and Research ) • Global, Non-profit organization • Nearly 108,000 members world-wide • Leads the investment profession globally by setting the highest standards in ethics, education and professional excellence • Globally recognized gold standard in investment management • Global in design and outlook • Rigorous broad based intensive self study graduate level program • Benefits include: • International recognition and competitive advantage in job market • Solid knowledge base and skill sets • Respect and Credibility • Connections – over 95,000 charter holders across the globe!For More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 2
  3. 3. 02 The CFA® Programme : Overview COE CCC EXAMINATIONS EXAMINATION CURRICULUM ADMINISTRATION BODY OF Practitioners at every GRADING KNOWLEDGE™ step of the process PRACTICE ANALYSIS MINIMUM PASSING SCORE (MPS) - CFA INSTITUTE GOVERNORS Source: CFA Institute WebsiteFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 3
  4. 4. 02 The CFA® Programme : The 3 Levels • CFA Charter consists of : • 3 Exams also called 3 Levels • Sequential program: Candidates have to pass Level 1 before Level 2 • Self study driven, based on reading assignments designed by the CFA Institute • Level 1 : Foundation • Focus is on the knowledge of the Investment Tools • Level 2 : Valuation • Focus is on understanding of the Asset Valuation techniques • Level 3: Application • Focus is on Portfolio Management • Exam Type • Level I is 100% multiple choice • Level II is 100% item set • Level III is 50% item set, 50% essay • Exams is conducted in two sessions of 3 Hours each (Morning and Afternoon) • Eligibility • Graduate from any discipline • Final Year students may also register to give the Level I exams • No Work Experience requirements for appearing for the exams • Minimum of 48 months relevant experience to receive charterFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 4
  5. 5. 02 Course Structure Topic Areas Level I Level II Level III Ethics/ Professional Standards 15% 10% 10% Quantitative Methods 12% 5 - 10% 0% Investment Economics 10% 5 - 10% 0% Tools Financial Statements Analysis 20% 15 - 25% 0% Corporate Finance 8% 5 - 15% 0% Equity Analysis 10% 20 - 30% 5 - 15% Fixed Income 12% 5 - 15% 10 - 20% Asset Valuation Derivatives 5% 5 - 15% 5 - 15% Alternative Investments 3% 5 - 15% 5 - 15% Portfolio Portfolio Management and Management Performance Presentation 5% 5 - 15% 45 - 55% Source: CFA Institute WebsiteFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 5
  6. 6. 03 CFA Program USPs • Current & Application driven • Industry ready e.g. Equity research / Portfolio management / reconciliations • Global scope and Opportunity with global firms • Life Long Learning Program • Access to material on CFA website • Credit program and periodic review • Regulatory Waivers • U.S. SEC grants blanket exemption for CFAs from passing licensing examination. The professional duties performed by a CFA can be extremely challenging As such the careers are rewarding in monetary terms as well coupled with high level of professional satisfaction.For More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 6
  7. 7. 04 Work Profiles • The areas where a CFA can use his skills are: • Security Valuation • Portfolio Management • Investment management • Venture capital management • Credit rating • Corporate Finance • Risk Management • Financial Management • Business Analysis • Operations Analysis • Analytics • Consulting • Project Management • Information TechnologyFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 7
  8. 8. 05 Employers & Industry Evolution • Increasing number of employers worldwide are requiring the CFA charter (or at least participation in the Program) for hiring and promotion • Substituting the CFA charter for graduate degrees when establishing job specifications. • Employers with largest number of charter holders • Bank of America Merrill Lynch • Barclays • Morgan Stanley • Citigroup • Prudential • Goldman Sachs • J P Morgan • Deutsche Bank • Credit Suisse • Fidelity Investments • Northern Trust • State Street Most of the above firms have their offices in India hence providing attractive employment opportunities for the CFA candidatesFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 8
  9. 9. 05 Employers & Industry Evolution  A Russell Reynolds study quoted on the CFA Institute website talks about CFA- charter holding individuals out-earning their peers by over 50 pc across experience levels.  The study also mentions that between a CFA and an MBA it is the CFAs who demand a higher average salary  The Financial Times in an article mentions that the value of the charter is even higher in Asian economies like India and China because of the credential oriented culture.  MBAs looking to enhance their finance credentials almost always end up taking CFA route as an entry strategy in to I-BanksFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 9
  10. 10. 06 Fee Str uctur e & Deadline for June 2013 June 2013 CFA Exam - Level I – E book Option Payment CFA Registration + Exam Fees - E book = Total deadlines (new candidates only) discount cost 19 Sep 2012: $440 + $680 $40 = $1080 13 Feb 2013: $440 + $780 $40 = $1180 13 Mar 2013: $530 + $1055 $40 = $1545 June 2013 CFA Exam - Level I – Print Book Option Payment CFA Registration + Exam Fees + Shipping = Total deadlines (new candidates only) Charge cost 19 Sep 2012: $440 + $680 $20 = $1140 13 Feb 2013: $440 + $780 $20 = $1240 13 Mar 2013: $530 + $1055 $20 = $1605 Source: CFA Institute,For More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No.10
  11. 11. 07 What it takes to pass the exam Bill Gates - “There is no substitute for Hard Work” • Most of the candidates are employed, but to grow in our career effort is required • 10 – 12 hours of work per week is the minimum requirement • CFA Institute recommends 300 hours of preparation – we feel you need around 400-500 hrs Alan Lakein – “Failing to plan is PLANNING to fail” • Identification of strength and weak area topics by weight • Master the area that carry higher weight and excel in easy topicsFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 11
  12. 12. 07 What it takes to pass the exam Peter F Drucker - “Unless COMMITMENT is made, there are only promises and hopes; but no plans.” • Commit no matter what you will spent 2 hrs each day beyond classes • No doubt is silly – commit to make the most of your time • Fully understand the concepts and their application to problem solving • Work in a team to understand the difficult and tricky area M K Gandhi - “An ounce of PRACTICE is worth more than tons of preaching” • CFA L1 is not a sprint, it’s a marathon, lot of us fail to realize that hence the low pass percentage levels • Solve questions from CFA material and KV problems • Take 3 offline/classroom tests to ensure that you are geared for the grueling 6 hours • Take CFA mock exam paperFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 12
  13. 13. 08 Knowledge Varsity Offering • Experience • 5+ Years of experience / 20 batches of CFA Level 1 alone • 3+ years of FRM / CFA L2/ CFA L3 • Industry Practitioners • Faculty comes with wealth of experience • Asset Management • Equity Research • Fixed Income • Domain & IT Consultancy • Corporate Finance • Operations • Analytics and much moreFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 13
  14. 14. 08 Knowledge Varsity Offering • Programme Details • Pacing the program i.e. mixing difficult topics with easy topics • Face-to-Face classes on weekends for discussing concepts • Practice Problems; before the class and after the class • 50-75 questions home-work per topic area • Online sample test for each topic area • Interactive and collaborative environment • KV© Content • Class handouts and notes which focus on key points • Homework assignments (in total more than 1500 problems) • Topic wise mock tests with feedback for improvement • Full length offline tests – Detailed analysis & comparison • Pre-class video content • Review Notes – Condensed notes for reviewFor More Information : Call +91-94487-06666 or email to cfa@knowledgevarsity.com © Copyright 2010 Knowledge Varsity | www.knowledgevarsity.com | Page No. 14

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