Chartered Financial Analyst Examination

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1 Chartered Financial Analyst Examination Exam Review Programs Offered by 7city in New York Extra help is at hand According to CFA Institute,the key to success is preparation. We have several specially designed packages to provide you with maximum review support in the the crucial last few months of your CFA journey. Our highlights for June 2007: Pre-exam Review Courses > 5 day intensive course > 2 day exam review Richard Fernand, 7city's Head of CFA Training Additional question practice Question practice with feedback and diagnostic advice throughout your studies including -a-day, hurdle tests, progress tests and mocks. A LOS-focused training approach With all our components based around CFA Institute s Learning Outcome Statements, you have the option to integrate any study aids or materials into the 7city program. Full-time instructor team Our team is renowned for its expertise and commitment to your success. Diagnostic study mentor An online mentor steers you through the review program while identifying and remedying your weaker areas. Classroom recordings/podcasts Downloadable online to give you classroom-style training. A passion to deliver

2 7city Learning Packages Remember it is not just the amount of study time you put in, but what you do with it that counts. 7city s classroom programs and mock tests for the June 2007 exams are designed to sharpen you up before the exam, consolidating and applying your knowledge with question practice and instructor guidance. Classroom Training All our classroom courses are held at our New York training center, located in the heart of the Financial District. Everyone who enrolls with 7city as a classroom participant will also receive access to the 7city online portal and support services (see opposite). Choose from an intensive 5 day program or a 2 day pre-exam review. 5-Day Intensive Program This course option is for candidates who prefer to study at their own pace, but would like a final preparation course to consolidate their learning before the exam day. Level I coverage 5-Day Intensive Course Day 1 Financial Statement Analysis Day 2 Day 3 Day 4 Day 5 Quantitative Methods Asset Valuation, Debt Investments & Corporate Finance Asset Valuation, Equity Investments & Derivative Investments Economics, Ethical & Professional Standards 2-Day Exam Review Course This 2 day review course is scheduled just prior to the exam and will focus on reviewing key areas and question practice. It is the ultimate preparation to ensure that you perform at your peak on the exam day. Mock Exams Practice makes perfect and honing your exam technique is paramount in the final run-up to the exam. Our mock exam package is designed to give you maximum question practice: > Take home mock tests: Allow you to practice your timing and test your knowledge in a condensed 3-hour experience. >Invigilated mock exam: We also invite you to participate in one of our invigilated mocks, held at our training center on Saturday, May 26, By experiencing a mock in a simulated environment, you will be well prepared for the rigors of the real day. Level II coverage 5-Day Intensive Course Day 1 Financial Statement Analysis Day 2 Fixed Income Valuation & Portfolio Management Day 3 Equity Valuation & Corporate Finance Day 4 Derivatives Day 5 Economics, Quantitative Techniques & Ethics We had an excellent and motivating tutor. Good materials too. AK, ABN Amro

3 Online Learning & Additional Support To keep you on track and motivated, we will support you and monitor your progress reporting back to you if we feel you are falling behind in your studies and helping you with areas of weakness. We make no apologies for watching you so closely we want you to achieve your full potential. Support Services CFA Helpdesk Call the CFA Hotline at or for a personal response to your questions. You can also log help-desk items via your 7c-online account. For urgent out-of-office questions, instructor s cell phone numbers are available to you. In the time nearing the exam, we will have trainers dedicated to answering your questions. Self-Healing -a-day -a-day delivers bite-sized question practice to your desktop. Working in conjunction with your online learning, it will identify your strong or weak spots and send content and study advice to help remedy any problem areas. Morning Kevin, your question t Which of the following is least like A B C D The tilt method Portfolio construction Fundamental Arbitrage This question was taken from the The question today is based on mail-a-day will incorporat Take Home Mock Exams With our 3-hour take home mock exams, you will be able to test your knowledge and hone your timing techniques. By prepping yourself with these exercises, you will be in good shape to tackle our 6-hour invigilated mock exam and, ultimately, the CFA examination itself. Invigilated Mock Exams You will be one of the best prepared candidates in the examination hall with our realistic mock exams: > 6-hours long held on Saturday, May 26, 2007 > Held at our training center and properly invigilated > Assessed by our course instructors with full feedback Keep on Track Keep on Track, our monthly newsletter, is tailored to your specific Level and gives you extra guidance and support throughout the study program. Quizzes, Questions and Online Mock Exams Our question bank contains multiple questions for each LOS, all of which have a difficulty rating. Using the question engine, you can create a variety of tests, from basic quizzes through to full mock tests with time limits. Diagnostic Study Planner Much more than just a time planner, this interactive tool acts as your personal mentor throughout the program. It will: > Plan your study sessions > Analyze your performance and identify when you should take chapter, hurdle, progress and mock tests > Identify your weak and strong areas based on your study time and question taking > tailored advice to remedy your weaker areas This tool can be completely customized to suit your personal study patterns. Alternatively, the scheduling function can be over-ridden to allow you continual access to all content. Interactive Outstanding Tasks Our Interactive Outstanding Task List has deadlines for completion and will automatically alert you when you need to view an online workshop or take a hurdle or progress test. Classroom Recording & Podcasts Classroom recordings (7c-live), are available. Linked by topic and study session, they are complete with the instructor s annotations and re-create the classroom environment. Each class is broken down into manageable sessions so you can focus on reviewing just the content you need and are ideal for recapping on the classroom course. Evening Workshop Webcasts & Recordings Workshops reviewing key technical areas, are recorded and then available to view online. Hurdle Tests These 10 tests will ensure your knowledge is well consolidated. With full feedback, you will be able to gauge your performance and focus on any areas of concern. Online Learning Portal Our online portal is the industry benchmark and brings together the latest developments in interactive learning and diagnostics. Employing advanced neural networking and adaptive learning techniques, it actively analyzes your work patterns and performance. You are then guided through the CFA study journey in the most effective, productive and efficient way possible.

4 W New York: Toll Free T F Our CFA Instructor Faculty The trainer team here at 7city are dedicated to helping you through the exams. We know how stressful the CFA journey can be and we are committed to ensuring you are never alone in your studies. With a full time instructor faculty, we can guarantee a high trainer to student support ratio. This, coupled with weekend and evening availability, means you are never more than a few moments away from some words of encouragement, motivation or help to answer a specific topic-related question. Richard Fernand, CFA Following his graduation, Richard successfully completed his Bar Finals at Inns Court School of Law. He qualified as a chartered accountant, before working for UBS Warburg as part of their Global Industrial Corporate Finance Group. Richard is 7city s Head of CFA Training and responsible for the continual development of our CFA study solutions. Bob Wieczorek, CFA Prior to joining 7city, Bob was the Managing Partner of STORM Capital Management, a market neutral equity derivative hedge fund. Before this, Bob was a Managing Director and Head of North American Corporate Finance for Credit Lyonnais. Bob has experience from the distressed private desk at Credit Research and Trading as well as the workout group at Credit Lyonnais. Bob is a CFA Charterholder and teaches all three levels of the program. Gilad Christie Gilad qualified as a Chartered Accountant in 1995 with a global professional services firm. He has been teaching preparation for professional exams for over eight years and is recognized as one of the most experienced instructors in financial training. Gilad teaches the Chartered Financial Analyst Program as well as preparation for the industry s benchmark exams. Neil Graham Neil joined Barclays International in 1985 initially in the foreign exchange, money markets and derivatives operations areas before moving to the trading room in Here his roles included both inter-bank and sales positions in spot and forward FX, money markets and treasury derivatives. After leaving Barclays in 1995 Neil became a local on the London International Financial Futures and Options Exchange (LIFFE) trading own account positions in interest rate, bond and equity derivatives. During his time on LIFFE Neil also provided training to hedge-fund staff in FX and derivatives before moving to full time training in At 7city Neil is Head of Financial Product Training, designing and delivering a range of product courses for investment houses, data agencies and software houses in the US, UK and Europe (Scandinavia, mainland Europe and Eastern Europe). Simon Holohan, CFA Simon graduated with honors in Economics before taking his PGCE and teaching Economics, Accounts and Statistics across a variety of establishments, ranging from colleges to a Category C prison. Simon started his teaching career in 1999 and has built a great reputation in the financial markets. He held a senior position at another financial markets training company before joining 7city in Graham McDonald, CFA Graham qualified as a Chartered Accountant in 1989 and then spent two years as Financial Controller of a leading hotel and casino group. He has worked as a trainer for over 13 years, delivering exam-based training to finance professionals and accountants in New York, London and in the Far East, South Africa and Europe. Neil Govier, CFA Neil is a well known face in the financial markets and began his teaching career covering the areas of financial management and management accounting before joining a financial training organization in As a CFA Charterholder, Neil teaches all three levels of the CFA qualification as well as a wide range of derivatives courses. The instructors had a phenomenal grasp of the course material and communicated difficult information in a way that was easy to understand. I was impressed with their organized framework and ability to help me focus on key areas. MM, International Investment Bank

5 Enrollment Form 5 Day Intensive Course $750 2 Day Exam Review $250 Mock Exams $99 Level l: May Level l: May Level l: May Level ll: May Level ll: May Level ll: May Candidate Details I am applying for a place in the indicated course and agree to the enrollment conditions as set out below. I enclose a check made payable to 7city Learning Limited to the value of $ or please invoice my organization (see below), or charge my Mastercard or Visa (please check one) Card number: Start date Exp. date Card security code (Last three digits on the back of your card). Signed Date Title Last Name First Name Enrollment conditions > Subject to availability, course materials will be dispatched upon enrollment. > For the cost of delivery outside of New York City, please call (212) > Please allow 7 working days for delivery of course material. > Please note that we cannot accept the return of course material once delivered and received by the candidate. Department Address Telephone Employer s name and address Telephone I wish you to invoice my employer Job Title Zip code Zip code (the certificate below must be completed) 7city Learning reserves the right to change or cancel the published course dates due to unforeseen circumstances. The company s liability will be limited to a transfer to the next appropriate date or a refund of the course fee. Course cancellation If your enrollment is cancelled in writing at any time, we will retain $100 to cover administrative expenses and return the balance for the training days not attended. If course material has been sent you will be charged accordingly. Employer s statement We are responsible for payment of the fees due upon receipt of the invoice, with respect to the candidate named below and undertake to inform you in writing at least 6 weeks prior to the commencement of the course of any change to this arrangement. Purchase Order Number: Candidate s name Employer s name Position Signed Cost Center Number: Please return this form to: Client Services, 7city Learning, 14 Wall Street, 20th Floor, New York, NY 10005, or Fax to: Date

6 W New York: Toll Free T F city & the CFA Program As a trusted training partner to the world s leading financial institutions and teaching over 15,000 candidates a year from our New York and London training centers, we are proud of our unrivalled reputation for financial markets training. Our focus on this industry means that everyone at 7city, from our Client Services team to our instructors, understands the unique pressures of combining CFA studies with work. In their own words... I found the course very useful and the instructor, as always, did an excellent job teaching us. ES, Morgan Stanley The 7city training program was well constructed, contained the right level of detail and was delivered by high energy trainers at the top of their field. David E Costin, State Street Global Advisors You really do feel that your trainers are there to help and push you. The resources at 7city are so flexible that it means you can get a tailor-made service. HT, FX Sales & Risk Advisor, SEB Merchant Bank I believe that 7city's approach, teaching method and student support are the best available in the training field. The CFA curriculum is vast and some of the topic areas are hard to grasp. The 7city approach ensures you understand by explaining the ideas in different ways, doing workshops, doing daily questions and being available to ask questions or to clarify any ideas (even over the weekend!). This is perfect especially where study time is a commodity. I would recommend 7city to anyone thinking of doing the CFA. CTW, Analyst, Leading Investment Bank For Further Information For further information on any aspect of our CFA training approach or to register for a course, please contact: 7city Learning 14 Wall Street 20th Floor New York NY10005 USA Toll Free T F W Follows CFA Institute Prep Provider Guidelines Visit for more information CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by 7city Learning or verify or endorse the pass rates claimed by 7city Learning. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.