CFA Information Session

Transcription

1 CFA Information Session Richard Fernand CFA

2 Chartered Financial Analyst What is the CFA Program? Why join the CFA Program? The structure of the CFA Program Your CFA journey with 7city Find out more tonight Next steps I would have no hesitation in recommending 7city to anyone in the financial sector. They have the ability to help provide clarity and reduce any stress that arises with these qualifications. PG, International Investment Bank

3 What is the CFA Program? 3 levels Level I two sittings per year: June and December Levels II and III one sitting per year: June Total exam 6 hours 3 hours morning and afternoon 4 years of qualifying work experience required to become Charterholder com/cfa

4 Relevant Work Experience and Sample Jobs The CFA Website can provide all the information you will need to know about relevant work experience Sample Job Titles Client service representative or relationship manager Compliance analyst/officer Investment consultant Corporate chief financial i officer Corporate finance analyst Investment banking analyst Derivatives analyst Economist Institutional sales professional/business development (buy and sell side) Investment strategist Portfolio manager Private client investment advisor Professor/Instructor

5 Why join the CFA Program? Globally recognised qualification Gives broad understanding of financial markets Rigorous testing procedure assures exclusivity and prestige Ethical commitment attractive to employers Increasingly obligatory for entry level positions The Tutor explained everything really clearly and was enthusiastic so kept everyone motivated and involved. CFA Level 1 Delegate, ABN Amro

6 CFA Program Structure Level I Level I focuses on the knowledge acquisition of tools and concepts applying to investment valuation and management Assumes a good understanding of basic accounting and financial mathematics Exam structure: 6 hours, 100% multiple choice Global pass rate in June 2009 was 46% Global pass rate in December 2009 was 34%

7 CFA Program Structure Level II Level II focuses about 50% on the knowledge acquisition of tools and concepts and about 50% on application of those concepts. Exam structure: 6 hours, 100% item set Global pass rate in June 2009 was 41%

8 CFA Program Structure Level III Level III focuses on the application of those principles to portfolio management. Exam structure: 6 hours, 50% essay and 50% item set Global pass rate in June 2009 was 49%

9 Frequently Asked Questions How many hours of study are required to pass? Should I take a Classroom course or Virtual Classroom? Which books do 7city recommend: CFA Curriculum, Stalla or Schweser? Should I take a Foundation course or not? What are 7city pass rates? Why choose 7city?

10 Why choose 7city Unrivalled Tutor access through helpdesk technology Highly experienced full time faculty, more CFA training experience than any other UK faculty Exam experience - in the past 5 years we have trained over 10,000 delegates for CFA exams Independence we give you our interpretation of curriculum materials, not the view of a publishing company Materials choice Stalla, Schweser or Curriculum, choose and pay for what you want Fully inclusive tuition packages

11 Your 7city CFA Study Journey Tuition Classroom tuition - choose from: Day-release Friday course Evening classes Weekend program Intensive courses Distance Learning Optional Foundation LI 10 days (20 evenings) LII 9 days (18 evenings) LIII 8 days (16 evenings) Online Study planner Question Bank Tutor helpdesk + + Full Classroom Recordings Progress reports Mobile learning Exam preparation 2 day weekday revision course Progress test Mock exam 6 evening/online workshops

12 Scholarships Scholarship applications are invited Classroom course fees paid in full If you wish to apply for a 7city scholarship you must: Be registered for the CFA exam Submit the scholarship application form Provide proof of residence in the country where you are applying for the scholarship Complete a statement of purpose explaining your reasons for applying for the scholarship. Visit for further information and to apply

13 Next Steps Talk to the 7city tutor team Sign up to the 7city CFA PassPortal to access free CFA resources visit For booking information, talk to one of the 7city sales team Speak with someone from your organisation who has studied with 7city Join our CFA group on facebook Apply for a CFA scholarship Visit the website / brochure for a comprehensive overview Call us on +44 (0) our client services team will: Help you choose the course option that is right for you Process your booking and confirmation quickly and efficiently Ensure you receive your online log-in and materials promptly

14 APPENDIX 1 ABOUT US

15 CFA Study Partners

16 The Qualification Roadmap Please contact us to find out more about our other qualification programmes:

17 APPENDIX 2 YOUR JOURNEY

18 Your 7city CFA Journey Tests & Exams 10 online Hurdle Tests reflect where candidates should be at any time during their study 2-hour Progress Test sat in exam conditions part way through the program Full 6-hour invigilated Saturday mock exam towards end of program If candidates do not pass or are struggling, they will be contacted by a tutor for additional advice and help. At every stage candidates will know whether they are on track to pass or fail.

19 Your 7city CFA Journey Delegate Portal Interactive study plan Real-time planning tool to help delegates stay on top of schedule Class notes Available by LOS Complete with tutor annotations Trackable quizzes and mock exams With immediate feedback and full justifications Instant feedback via graphs and charts Linked to diagnostic tool to help track progress Workshops In classroom, via web cast or recordings I was really pleased with the On-Site course - it complemented the Online material and gave me a chance to ask questions to gain a better understanding of the syllabus DE, CFA Level 1 Delegate

20 Your 7city CFA Journey Delegate Portal News Announcing critical milestones and events Questions Answer via portal, -a-day or mobile Recordings & Live Streaming Video: WebEx and MP4; Audio: MP3 Available by LOS with integrated slide show and questions Live Streaming for all classes Support Online FAQs and help desk Dynamic real-time tutor advice Study session home page Has everything delegate needs for study session The Tutors were excellent and they had excellent knowledge of the material with an informative delivery. GL, CFA Level 3 Delegate, Insight Investment

21 Your 7city CFA Journey Scheduled Tests & Events Candidates can see all tests and events associated with each Phase on their interactive study plan. We strongly recommend these are undertaken to maximise the chances of success in the CFA exam. These include: Taking Hurdle Tests Booking Workshops Booking Mocks and Progress tests As candidates complete these tasks, they will disappear from their outstanding schedule. If they miss any of the deadlines for the tasks, they will be sent a reminder .

22 Your 7city CFA Journey -a-day Bite-sized practice questions sent daily to every candidate s Self-healing ability diagnoses and tests any areas of weakness Short, effective bursts of knowledge You are supported by a continual revision element Feedback and settings on delegate portal -a-day was a stroke of genius the perfect start to the day to really get the brain working and thinking about possible areas of weakness/ strengths. A N, Merrill Lynch Investment Managers,

23 Your 7city CFA Journey Additional Support Helpdesk & CFA Hotline An immediate response to your questions Evening Workshops (recordings available on CFA delegate portal) Review key topic areas and provide question practice plus exam tips Keep-on-Track Monthly newsletter with additional study guidance and support. Study groups Get together with your peers and build your support network The Final Countdown Vital summary of must know equations and key concepts Post Mock Debrief Online post mock debrief The Questions A book of extra questions to hone your exam technique

24 Your 7city CFA Journey Study Notes Your choice of study materials: Stalla or Schweser US material Broken down into CFA Institute study sessions Integrated with overall 7city programme Test-orientated LOS listed at start of each paragraph Formula sheet summary End of chapter homework sheets Problem set If you already have your own material preference, you can bring your own we have a pricing structure to reflect this.

25 APPENDIX 3 - DEMOGRAPHICS

26 Why take the CFA Program? Candidate Profile by Occupation I personally feel that 7city is a great learning centre for aspiring Investment professionals. NM, Leading Investment Bank

27 Why take the CFA Program? Candidate Profile by Region