Chartered Financial Analyst (CFA) Program

Transcription

1 Chartered Financial Analyst (CFA) Program CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMS Proschool. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.

2 INDEX Benefits of the CFA Charter & career opportunities CFA Program IMS Proschool Teaching Methodology About IMS Proschool CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMS Proschool. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.

3 Testimonials - Program Prestige

4 Testimonials - Program Prestige

5 Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA charter, managed and examined by an American association of financial professionals, the CFA Institute. It used to be just an American qualification. But explosive growth has made it GLOBAL CURRENCY. -- The Economist

6 Career Opportunities Top Employers of CFA Charter holders: Asian Development Bank BPI Securities/Capital Goldman Sachs Citibank Deutsche Bank Equitable PCI HSBC ING Multinational Investment Bancorp Standard Chartered Union Bank/I-Bank Morgan Stanley

7 Career Opportunities (Global) Most common occupations of CFA Charterholders: CEO/Principal Chief Investment OfficerInvestment Firm Manager Equity Analyst Portfolio Manager Fixed Income Analyst Portfolio Strategist Investment Banker Sales/Marketing Professional Investment Counselor IMS Proschool IMS Proschool

8 The CFA PROGRAM Sponsored by: Nonprofit association with more than 150,000 MEMBERS from 135 Nations. IMS Proschool IMS Proschool

9 To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.

10 What is the CFA Program? Level I Knowledge and comprehension of fundamental investment tools and concepts. What is a good investment. Level II Application and analysis focused on asset valuation. Which is better, investment A or B? Level III Synthesis and evaluation of client needs and portfolio management issues. Which is better, portfolio A or B Ethical and professional standards: emphasized

11 CFA Charter Requirements Sequentially pass Level I, II, and III exams Have four years of acceptable work experience Provide professional references (Level III) Join CFA Institute as a member and apply for membership in a local CFA Institute society Submit professional conduct statement

12 Steps to Success Charter Award Get 4 years work experience Pass Level 3 Pass Level 2 Pass Level

13 How to become a CFA Charter holder? Meet the Program Entrance Eligibility criteria. Register with CFA Institute, USA Study for the Program with IMS Proschool Apply for Membership after clearing Level 1 exam Pass all 3 Levels of exam Fulfill four years of work experience Become CFA Charter holder Maintain Charter holder Status

14 CFA Course Details

15 The CFA Curriculum Ethical and Professional Standards Quantitative Methods Economics Investment Tools Financial Statement Analysis Corporate Finance Analysis of Equity Investments Analysis of Debt Investments Asset Valuation Analysis of Derivatives Analysis of Alternative Investments Portfolio Management and Performance Presentation

16 Change of Perspective At Every Level 10% 5% 15% 5% 10% 40% 35% 50% 50% 40% 30% 10% Level I Level II Investment Tools Asset Valuation Portfolio Management Ethics & Professional Standards Level III

17 Practical, Relevant Education

18 Exam Format Multiple Choice Level I Item Set (Objective) Constructed Response 100% Level II* 100% Level III 50% 50%

19 Registering for the CFA Program Register online at: Download forms from the CFA Institute website and register by mail Contact CFA Institute for a paper CFA exam registration and enrollment package

20 About the examination - Level 1 Level 1 exam conducted in June & Dec Exam conducted across world. Six hours duration 3 hrs morning, 3 hrs afternoon 240 multiple choice questions in level I exam. No penalty for guessing. No limit on number of attempts just pay the exam registration fee for every attempt. Typically candidates need to score more than 70% in each subject

21 Fee Schedule (inclusive all) CFA Institute June 2015, Examination Pay as early as: 18th Feb 18th March Enrollment Fee (one-time) US$450 US$450 Exam Fee: US$825 US$1210 Total Cost: US$1275 US$1660 Note: A print version of the June 2015 curriculum may be purchased separately

22 IMS PROSCHOOL

23 Classroom Training Program Highlights 25 Weeks program (classes only on Sunday) Get trained by CFA & IIMs Faculty Concise online study material Concise books of all the subjects Eleventh hour guide to help you revise the course in a day before the exam Regular test series to check your progress Additional training session through Live Virtual Classroom (web-conferencing) 5 Full length test paper to gear you up for the final exam IMS PROSCHOOL

24 Live Virtual Classroom Those who are unable to attend CFA classroom prep can opt for Live Virtual Classroom, which will bring the same benefits of real classroom at you doorstep Highlights Live & Interactive training program on CISCO Platform 20 Weeks program with more focus on problem solving Get recorded class for future reference Get trained by CFA & IIMs Faculty Concise online study material Concise books of all the subjects Eleventh hour guide to help you revise the course in a day before the exam Full length test paper IMS PROSCHOOL

25 Distance Learning Program Highlights Concise online study material Get recorded class for future reference Concise books of all the subjects Eleventh hour guide to help you revise the course in a day before the exam Full length test paper

26 Benefits of our training program Experienced Faculties: Our faculties are all professionals who have cleared all the levels of CFA and are working in the fields of investment banking, Equity Research, Credit Analysis, Risk Management etc. Shorten your study time: As CFA syllabus is vast, faculty helps you to focus on the relevant topic of the exam Moreover, with the help of training by expert faculty you can understand any topic in shortest time with full conceptual clarity. Small size classroom: Maximum strength of the class will not exceed 18 students to give personalize attention to each of the students High Success ratio: Group learning in the class you to keep you regularly motivated for the exam and regular classroom session & assignments brings a disciplinary approach in your prep.

27 Fee Schedule (inclusive all) CFA Institute Program Fee Classroom 23,000 Live Virtual Classroom 18,000 Distance Learning 10,000

28 About Proschool IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd an organization engaged in training students for last 35 years. Proschool was launched in 2006 with the objective of equipping graduates and young professionals, with relevant and current skills through standards-based and thoroughly tested certification programs to enable them to perform in a wide spectrum of business environs. Ranked #4 Trusted Brand in Education and 44th amongst Most Trusted Service Brands across India (AC-Nielsen & Brand Equity Study) IMS Proschool along with parent organization has trained more than 3 lakhs candidates for different competitive exams and professional courses 90 centers across India for Management Training and 7 centers of Proschool for Financial Training Proschool has also trained over professionals from well known organizations like State Bank of India, Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc.,

29 Partnerships Partner with NISM (National Institute of Securities Market an Initiative of SEBI) to spread Financial Literacy and Awareness across 135,000 schools in the country. Tie-up with National Stock Exchange's NCFM for Certification test administration Approved learning partner of CIMA (UK) for management accounting qualification Approved prep provider of CFA Institute, USA for CFA Program Partner with National Skill Development Corporation ( A Government of India Initiative) to offer to offer skills based education

30 Corporate Clients Trained & Certified employees of following Organizations State Owned Banks Foreign Banks Security Houses Mutual Fund Companies Insurance Companies IT/ITES

31 Our other industry oriented programs Certification Program Chartered Financial Analyst Financial Modeling Certified Financial Planner Certification Financial Services Foundation Chartered Institute Management Accountant Business Analytics Post Graduate Program Financial Modeling & Business Analysis Management Accounting CIMA Business Analytics Banking & Financial Planning (6 Month 9 months)

32 For more information visit : IMS PROSCHOOL