Foundation Program for CFA (US)

Transcription

1 Financial Services Foundation Foundation Program for CFA (US) With Certification from NSE India

2 Financial Services Foundation IMS Proschool and NSE India introduces Financial Services Foundation program (FSF) for the candidates who want to build a career in the field of Financial Services industry in areas such as Financial Analysis, Investment Banking, Equity Research, Portfolio Management etc. This program is a step towards Global Investment Qualification CFA. Outline of the FSF Program is based on Claritas Investment Certificate by CFA Institute. The FSF Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. Benefits of the Program: Step towards global qualification in Investments - CFA (US) Beginners course for the student how want to make career in the field of Financial Analysis, Investment Banking, Equity Research, Portfolio Management Help you to write Claritas Investment Qualification by CFA. This program covers majority of the curriculum of CFA Claritas Equips you for a role in the Investment Industry or Financial KPOs Training program by CFA institute official prep provider Exam Certification by NSE India India s leading Certification body in India

3 Who should do this course and why? Undergraduates: who want to understand basics of finance & evaluate Investment & Finance as a career Fresh graduates: who are ready to start working in finance or those planning for further studies in Finance/CFA Professionals from non-finance background: who want to gain basic knowledge in Finance to help them in their fields or to evaluate if they would want to transition to a career in finance. BE/BCA/ BSC graduates: who are planning to make a career in financial domain in IT companies Eligibility Criteria 12 th Pass Program Duration: 100 hrs program spread over 8 months Exam Pattern 2 hours exam (Multiple choice Questions) Certification Student successfully clearing FSF Exam will get Certification from NSE India (NCFM) India s leading certification body in the field of Finance

4 About CFA Program The CFA Program is a globally -recognized graduate level curriculum that provides a strong foundation for real-world investment analysis and portfolio management. CFA Institute (USA) offers CFA Program across the world. Roles: The CFA program helps y ou to make career in the field of Investment Banking, Portfolio Management, Equity Research, Project Finance, Financial Analysis etc. Recruiters: CFA members are recruited by all the top Investment Banks & Financial Institutions which include JP Morgan Chase, PwC, HSBC, Bank of America Merrill Lynch, UBS, Ernst & Young, RBC, Citigroup, Morgan Stanley, and Wells Fargo. Duration of the course is 1.5 to 2 years Candidates require completing 3 levels of exams to earn the CFA Charter Pathway to CFA Qualification

5 Program Content Introduction Overview of Investment Industry Investment Instruments Fixed Income Securities Ethics Ethical Standards in Investment Industry Excel Understanding of Excel Function Fixed Income Securities Defining Elements Fixed Income Securities Types Bonds / ABS /MBS Introduction to fixed Income Variable Investment Tools Economics Demand Supply Analysis: Introduction Demand & Supply Analysis: The Firm Side of Market Structure Aggr. output prices & economic Growth Note on Monetary & Fiscal Policy International Trade & Capital Flow Currency Exchange Rates Financial Statement Analysis FSA An Introduction Understanding Income Statement Understanding Balance Sheet Understanding Cash Flow Statement Financial Analysis Technique Quantitative Concepts Time Value Of Money Discounted Cash Flow NPV/IRR Statistical Concepts &Market return Equity Investments Market Organization Structures Overview of Equity Securities Derivatives Derivative Markets & Instruments Alternative Investments Introduction to Alternate Investments Portfolio Management Performance Evaluator Portfolio Risk & Return Part 1 Investment Management Basics of Portfolio Planning & Construction Structure of Investment Industry

6 Risk Management Define risk and identify types of risk; Define risk management; Describe a risk management process; Describe risk management functions; Describe benefits and costs of risk management; Define operational, compliance, investment risk and explain how it is managed; Define value at risk and describe its advantages and weaknesses. Needs served by the investment industry; Financial planning services; investment management services; Investment information services & trading services; Compare the roles of brokers and dealers; Distinguish between buy-side and sell-side firms, front-, middle-, and back-office functions in the investment industry; Identify positions and responsibilities within firms in the investment industry Training Programs Classroom Live Virtual Classroom Distance Learning 8 months program. Online Practice Test Révision Guide Concise online study material Regular test series to check progress 2 Full length test paper to gear you up for the final exam. Revision classes Fees: Rs.25,00 Live & Interactive training program on CISCO Platform 8 months program with more focus on problem solving Concise online study material 2 Full length test paper. Get trained by CFA & IIMs Faculty Fee:Rs.20,000 Concise study material of all the modules Online study material 11 th Hour guide Practise Questions 2- Full length test paper. Recorded classroom for reference Discussion Forum Fee Rs.10,000

7 Other Programs: PGP- Financial Analysis & Modeling Gateway to CFA The objective 9 months PGP in Financial Analysis & Modeling is to groom the candidates for entry-level jobs in the finance sector, which require financial analysis and modeling skills. The program aims to impart necessary skills required to perform the role of Financial Research Analyst, Equity Analyst, Credit Analyst, Investment Banking Analyst etc. The Post Graduate Program includes the complete CFA Level I curriculum recommended by the CFA Institute, giving you double the benefit in one program. At the end of second semester, you can write CFA Level 1 Exam. For more information visit About Financial Modeling Financial Modeling is a key skill with application in several areas within banking and finance industry as well as within corporations. In Financial Modeling you learn to gather historical information on companies and analyze company / industry performance on various financial parameters. This analysis is then used to build a company s financial model, which in turn is key to projecting a future financial performance. Based on this model companies / investors can arrive at a suitable valuation for the companies. Classroom LVC Distance Learning Rs.30,000 Rs.18,000 Rs.15,000

8 About IMS Proschool IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd, an organization engaged in training and mentoring students for last 35 years. Proschool offers certification & training programs in CIMA, Financial Modeling, CFA, CFP & Business Analytics. IMS Proschool along with parent organization has trained more than 3 lakhs candidates for different competitive exams and professional courses Proschool is funded by NSDC, a PPP promoted by Union Ministry of Finance Proschool has also trained over 20,000 professional from well known organizations like State Bank of India, Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc Proschool programs help students to prepare for Finance Careers in the Field of: Forensic Accountant Equity Research Investment Banking Corporate Finance Management Accountants Financial Analyst Business Analyst Wealth Management Credit Rating Project Finance Financial Planning Financial KPOs Centre Contact Details: Bangalore Mumbai Navi Mumbai Pune /36 New Delhi Hyderabad Bhubaneswar Other cities

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