Creighton University 2016 Level I and II Boot Camp Four-Day Intensive CFA Review Program

Transcription

1 Creighton University 2016 Level I and II Boot Camp Four-Day Intensive CFA Review Program Creighton University is excited to offer our 7th annual, intensive 4-day BootCamp for all levels of the CFA exam. This program will be offered four weeks before exam day and is the ideal supplement to weekly review courses or self-study preparation. When: Level I: Thursday, May 12, through Sunday, May 15 Level II: Thursday, May 12, through Sunday, May 15 Where: Creighton University, Omaha, Nebraska, Schedule: Sessions will run each day from 8:30 AM to 6:30 PM Why You Should Come to Omaha: We have been delivering a high-quality review experience for local candidates for over a decade. In an effort to support the needs of candidates from outside of Omaha, we are offering a condensed 4-day Boot Camp to review the most crucial material for your upcoming June CFA exam. We teach this same material in our Master of Investment Management program and our weekly CFA review class. We can t guarantee that by attending our review sessions you will pass the exam but we are confident, based on our experience and knowledge of the material, that we can help you be more prepared. Our Team: Our knowledgeable team of instructors has years of experience in delivering CFA review education. We also teach the material in our Master of Investment Management program and in our weekly review program so we know this material exceptionally well. Our experience and knowledge of the curriculum make us well-suited to tailor this condensed review training to suit your needs. Cost: The price of this review session is $999 and includes a valuable package of Kaplan/Schweser study materials, which include Schweser Notes Volumes 1-5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank and Review Workshop Workbook. Cost includes refreshments during breaks, lunch, and a Kaplan/Schweser Mind Map slide pack. The cost for the Boot Camp excluding the Kaplan/Schweser materials is $749. Note: The Workbook and mind map slide packs are included with either form of registration. Benefits of our program: We have put together a program with excellent, knowledgeable instructors at a very reasonable price. Our unique program is offered Thursday through Sunday. This schedule is designed so that you will not miss a full week of work to attend our program.

2 2016 Creighton Level I and II Boot Camp Instructors Randy D. Jorgensen, Ph.D., CFA Dr. Jorgensen is an Associate Professor of finance and Director of the Master of Investment Management and Financial Analysis program at Creighton University. Dr. Jorgensen has taught classes in all three of Creighton s CFA review courses over a number of years. His teaching in the MIMFA program includes portfolio management, fixed income, derivatives, quantitative analysis, and ethics. He has published a number of articles in various refereed academic and professional journals. Dr. Jorgensen received his Ph.D. from the University of Missouri in 1994 and earned his CFA designation in Prior to his career in academics, he was a bank examiner and a commercial loan officer. Melissa Woodley, Ph.D., CFA Dr. Woodley is an assistant professor of finance at Creighton University. She teaches Fixed Income and Derivatives in Creighton s MIMFA program and review programs. Prior to joining Creighton s faculty in 2012, she taught at Samford University and the University of Alabama at Birmingham. She has published articles in journals including the Journal of Applied Finance, the Journal of Trading, and the Journal of Accounting and Finance. Dr. Woodley earned a PhD in finance from the University of Alabama in 2007 and became a CFA charterholder in Ken Washer, DBA, CFA, CPA, CFP of Dr. Washer is a Professor of Finance and has been at Creighton University since He earned his graduate degrees at Louisiana Tech University and has taught at Morehead State University and Texas A&M-Commerce. He has published articles in journals including Applied Financial Economics, The Journal of Banking and Finance, The CPA Journal, and Financial Planning and Counseling. Dr. Washer lives in Omaha with his wife and two daughters. He teaches Quantitative Analysis and Portfolio Management in Creighton s MIMFA program and review programs. Dr. Washer earned his CFA charter in Charlie Braymen, Ph.D., CFA Dr. Braymen has been an Assistant Professor of Economics at Creighton University since Prior to joining Creighton, Dr. Braymen taught at Kansas State University for four years. He obtained his Ph.D. in Economics from the University of North Carolina. Dr. Braymen teaches courses related to international economics and finance at Creighton University and has published journal articles on similar topics. Dr. Braymen teaches Economics of Investment Analysis in Creighton s MIMFA program. He worked at Ameritrade (now TDAmeritrade) and Ameriprise Financial before his academic career.

3 2016 Creighton Level I and II Boot Camp Instructors and Why Attend? John A. Harris, CFA, CPA John has more than 20 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery. In addition to his accounting practice, John operates Financial Accounting Workshops, a provider of accounting education and training to business professionals. John earned both an MBA and MS from the University of North Texas and a BBA from Texas Tech University. John has lectured for Boston University, Credit Suisse, the CFA Society of Dallas/Fort Worth, the Dallas Morning News, the German CFA Society, Goldman Sachs, the Houston Society of Financial Analysts, the Italian CFA Society, Lehman Brothers, Morgan Stanley, the CFA Society of the Netherlands, Northern Trust, Schweser Study Program, the South Africa CFA Society, the Swiss CFA Society, Texas Woman s University, the United Kingdom Society Investment Professionals, and the University of Texas at Arlington Center. Dr. Angeline Lavin, CFA Dr. Lavin is a Professor of Finance at the University of South Dakota (USD) where she has been a member of the faculty since Dr. Lavin has taught Level I and II classes in Creighton s CFA review program, and she has taught a variety of classes at USD including investments, security analysis, portfolio management, corporate finance, and derivatives. She is currently on leave from USD and is working as a financial advisor at RBC Wealth Management in Sioux Falls, SD. Dr. Lavin earned her PhD from the University of Nebraska Lincoln in 1997, and she earned her CFA Charter in Comments from Past Participants Exceptional across the board, the instructors really know their stuff, invaluable experience. Thank you so much for putting in an extraordinary amount of time to help others pass such a grueling test. Instruction was succinct, helpful, knew material inside and out and very motivated. Your class in Omaha was a key driver to my success. Provided relevant, useful information and tips for success on the exam.

4 2016 Creighton Level I and II Boot Camp Additional Information Hotels Our program will be held at Creighton University, which is located near downtown Omaha and within walking distance of many restaurants and hotels. We have negotiated special hotel rates for you during your stay in Omaha at multiple hotels within a few minutes from campus. Just mention the Creighton rate when making your reservation. Flights Omaha s Eppley Airport (OMA) is located just 10 minutes from the Creighton University campus. Space is limited Reserve your place today! Fill out and return the reservation sheet on the next page or click on the following link and scroll down to the bottom left of the page. You'll find the class link there.

5 RSVP for the 2016 Creighton Boot Camp Please Register no later than May 1, 2016 Enrollment as non-creighton Student - Includes Kaplan Essential Package... Enrollment as non-creighton Student - no Kaplan/Schweser Package... $999 $749 Enrollment as a Creighton Student or Creighton Weekly review student...call for price To pay using a credit card, do not complete this form. Instead, please go to the following link: All boot camp classes are listed in the lower left on that page. To pay with check, complete this form and mail it to the address below. Make checks payable to Creighton University. Name Title Company Phone Street City & State Zip Please return this form along with your check made payable to: Creighton University c/o Randy Jorgensen Creighton University - Harper 4032B Creighton University Boot Camp 2500 California Plaza Omaha, NE Schweser materials include: Schweser Notes Volumes 1-5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank, Review Workshop Workbook

6 2016 Creighton Boot Camp Level I May provided and r

7 2016 Creighton Boot Camp Level II May Minor adjustments to the initial time blocks by the instructor should be expected. 15-minute breaks are scheduled at approximately 10:15 AM, 3:00 PM and 5:00 PM. 60-minute lunch breaks are scheduled for 12:15 PM. Lunch is provided and refreshments will be available during the 15-minute breaks. Promptness is appreciated.