CHARTERED FINANCIAL ANALYST (CFA ) EXAM TRAINING

Transcription

1 INDIAN INSTITUTE OF QUANTITATIVE FINANCE Center of Excellence in Quantitative Finance and Financial Engineering CHARTERED FINANCIAL ANALYST (CFA ) EXAM TRAINING ALL YOU NEED TO SUCCEED IN CFA Web: info@iiqf.org Phone Nitish Mukherjee : (Mumbai) (Mumbai)

2 The CFA Program The CFA Program is the most recognised certificate program in the investment domain with its broad based curriculum combining investment principles with professional conduct requirements. It is recognised by the investment industry professionals as gold standard in investment management. The CFA charterholders are considered to have global investment perspective and a profound understanding of the global marketplace. The CFA charter represents commitment to highest ethical behaviour and professional excellence. The program includes three exams: Level I, Level II and Level III. You are required to pass all the three exams and meet the professional and ethical requirements to earn the CFA charter. Career Opportunities CFA charter holders find opportunities in portfolio management, investment research, advisory services, or investment banking in financial institutions across the globe. They can take up a career as Portfolio Manager, Research Analyst, Consultant, Relationship Manager, Risk Manager, Financial Advisor, Corporate Financial Analyst, Investment Banking Analyst etc. Eligibility Criteria To register for the program you must have bachelor s or equivalent degree or be in the final year of your bachelor's degree program at the time of registration or have four years of qualified, professional work experience or have a combination of work and college experience that totals at least four years. CFA Examination To earn the CFA charter you have to clear three levels of exam, Level I, Level II and Level III. The Level I exam is offerred twice a year in June and December, Level II and Level III exams are offered only once in June every year. To know more details about CFA visit:

3 INDIAN INSTITUTE OF QUANTITATIVE FINANCE Indian Institute of Quantitative Finance (IIQF) is established as a center of learning in the field of Quantitative Finance and Financial Engineering. IIQF is founded by leading finance professionals and entrepreneurs with extensive global experience and expertise in specialized Investment Banking Quantitative Finance and Risk Management domains and educational background from the best of global institutions. It is the first institute of its kind in India that exclusively focuses on these extremely specialized fields. IIQF conducts specialized courses in the fields of Quantitative Finance, Financial Risk Management and Advanced Quantitative Techniques. These courses aim to equip professionals for careers that require sophisticated technical skills in quantitative analysis, financial research, risk management, quantitative asset management and financial derivatives structuring. There are specialized courses tailored to the specific needs of finance professionals, engineers, mathematics/statistics graduates, management graduates, qualified accountants, etc. BOARD OF GOVERNORS Dr. M.P. Rajan, School of Mathematics, Indian Institute of Science Education & Research. Previously he has been an Associate Professor with the Dept. of Mathematics, IIT-Guwahati. He had worked with Goldman Sachs as Quant Analyst. Dr. Binay Kumar Ray, AVP Quantitative Risk Team, Nomura (formerly Lehman Brothers). Abhijit Biswas, Director and Head of Product Development at Risk Infotech Solutions. Anisa Maljee, Ph. D candidate in Financial Risk Management, University of Durham, UK.

4 COURSE FACULTY Basesh Gala, CFA, FRM, MBA (Strategy and Financial Risk Management) (Gold Medalist) Fisher College of Business, Ohio State University, USA, and B.E. (I.T.), Mumbai University. He is currently pursuing entrepreneurial ambitions and also working as a Strategy & Finance consultant. He has significant global experience in finance, risk management and consulting. He has worked with investment banks,asset and wealth management firms, financial institutions, and consulting organizations at different geographical locations including Wall Street. He enjoys teaching and has significant training experience in the finance domain. Rohit Pratap Singh, MBA (Finance) IIT-Kharagpur, B.Tech., CFA (Level-III candidate), he is currently an Investment Banker currently working for one the largest European Investment Banks. Previously he worked with the M&A and Corporate Advisory Group of SBI Capitals Markets, the Investment Bank arm of SBI. He has over four years of experience in Mergers and Acqusitions and Private Equity. He has been involved in International M&A and PE fund syndication for notable Indian corporates in Auto, Healthcare, Industrial sectors. Ujwal Dinesh, MBA (IIM-Calcutta), FRM, CFA (Level-III candidate), BE (NIT Surat), PG Diploma in Securities Law, he is currently working with one of the top four Wall Street Investment Banks as Credit Analyst where he is responsible for structuring and recommending exposure for fund-based, non fund-based and derivative facilities. He has experience of statistical modelling of short-term interest rates in India. He has been a visiting faculty at leading business schools. Vishal Singhi, MMS (Finance), Certificate in Financial Engineering, is currently working with a top private sector bank heading the derivatives trading desk. Previuosly he was the Chief Manager of Treasury at Kotak Mahindra Bank, where his responsibilities included structuring of Forex and interest rate derivative products, designing hedging strategies, risk analysis, pricing of path dependent exotic options, etc. He has over seven years of experience in industry and also in teaching in business schools.

5 PROFILE OF OUR TRAINING PARTICIPANTS Our training programs have attracted participants from organizations like : Reserve Bank of India, JP Morgan Chase, NSE, BSE, Nomura, Lehman Brothers, KPMG, HSBC Bank, Deutsche Bank, Barclays Bank, Bank Of America, CITI Group, Merrill Lynch, Ernst & Young, Morgan Stanley, CitiBank, Accenture, Thomson Reuters, Boston Analytics, Standard Chartered Bank, ING, State Bank of India, ICICI Bank, Axis Bank, HDFC Bank, S.I.D.B.I, Scotiabank, South Indian Bank, Union Bank of India, IndusInd Bank, Bank Of Baroda, Centurion Bank of Punjab, Development Credit Bank, ICICI Prudential Life Insurance, Birla Sun Life Insurance, Reliance Life Insurance, Stock Holding Corporation of India, Clearing Corporation of India, CRISIL, Genpact, Reliance Industries Ltd., TCS, Oracle Financials, 3i Infotech, Polaris Labs, GlobeOp Financial Services, Intelnet Global Services, UTI AMC, TATA Capital, Kotak Securities, Birla SunLife AMC, Edelweiss Securities, JM Financial Asset Management, Brics Securities, HDFC Mutual Fund and more. The professional designations of our delegates were : Executive Director, Vice President, Asst. Vice President, Financial Engineer, IT Head, DGM, AGM, Senior Manager, Manager, Credit Manager, Deputy Manager, Assistant Manager, Associate Manager, Treasury Analyst, Senior Analyst, Analyst (Risk Management), Analyst (Risk & Capital Management), Research Analyst, Financial Analyst, Credit Analyst, etc. Partcipants have diverse educational backgrounds like : Ph. D, Master of Financial Engineering, Post Graduate Diploma in Financial Engineering, M.Sc. (Statistics), MBA, Master of Management Science, Master of Financial Management, CFA, CA, CAIIB, PGDBA, BE, B. Tech, ICWA, CISA, CISSP, M.A (Economics), PGDM, M.Com, B.Sc., B.Com. etc.

6 CREDENTIALS IIQF regularly conducts training programs for investment bankers from MNC banks like Bank of New York Mellon, Societe Generale, ING and others. Conducted corporate training programs for stock exchanges like NSE and BSE. Conducts open house courses in financial modelling that attracts participants from banks and other financial institutions. IIQF is the authorised training provider for the Risk Management Software products of Risk Infotech Solutions Pvt. Ltd. which is a pioneer in India in developing sophisticated risk management software solutions for leading global and Indian financial institutions. IIQF has partnered with Thomson Reuters to launch the most comprehensive course in Financial Engineering in India. IIQF has partnered with HPC links, a company specializing in super-computing technologies, to launch unique financial engineering solutions and services for the BFSI domain. IIQF is a GARP Authorized FRM Training Course Provider. Four years of experience in providing FRM exam training. Faculty are industry practitioners working with some of the best global banks and financial institutions and educated from some of the top global institutions. Trained thousands of professionals in financial analytics, risk analytics and other programs over the last fours years.

7 CFA TRAINING IIQF provides comprehensive classroom-based. The training imparted is interactive and exam oriented that enables candidates to gain deep insight into the theoretical as well as practical aspects of the subject and succeed in the CFA exam. Instructors are leading Investment Banking and Risk Management professionals from banking and financial services industry. The CFA Program is not an academic program but, rather, one that focuses on the global investment management profession from the standpoint of a practitioner.that is where the extensive experience of our market practitioner faculties helps out the candidates with practical life applications. TRAINING DETAILS 250 Hours training with focus on knowledge development and exam preparation Small-group based training for personalized attention and learning Complete guidance with regards to materials, preparation techniques and methodologies Rigorous Practice Exams at the end of each module, with feedback to fine-tune your preparations Extra sessions for personalized doubt clearing 3 classroom-based Mock Tests Pass Result or Money Back Guarantee

8 REGISTRATION PROCESS Online Registration : Modes of Payment : Mode 1 - Cheque/Demand Draft Payments are accepted in the form of Cheque/DD in favour of "INDIAN INSTITUTE OF QUANTITATIVE FINANCE PVT. LTD." payable at Mumbai / Delhi. Please mention your name, and telephone number along with the payment. Please mail your payment to : Indian Institute of Quantitative Finance, Module No. 624, Mastermind IV, Royal Palms IT Park, Goregaon (E), Mumbai Or Indian Institute of Quantitative Finance, F-109 Vardhman Plaza Complex LSC 2, Pocket B Mayur Vihar 2 Delhi Mode 2 - Wire Tranfer (NEFT/RTGS) Payments can also be made through internet banking. Please contact us for details of making payment through internet banking. Offline Registration : Visit our office at: Mumbai: Module No. 624, Mastermind IV, Royal Palms IT Park, Goregaon (E), Mumbai Delhi: F-109 Vardhman Plaza Complex LSC 2,Pocket B Mayur Vihar 2,Delhi Office Hours : Weekdays : 11:00 AM - 7:30 PM Saturdays & Sundays : 2:30 PM - 7:30 PM (with prior appointment)