CFA Information Session Brahim Elglioui, CFA 5 th December Fitch Learning is a member of the CFA Institute Approved Prep Provider Program. Knowledge Skills Conduct
Brahim Elglioui, CFA Education CFA Charterholder Bachelor in Computer Science MBA in Finance from Reims MS France Financial Career Worked with Moody s approx. 10 years in three regions Fixed Income Investing advisory and Credit Risk Modelling Training Career Joined Fitch Learning in 2015 Have trained the in-house CFA for some major Sovereign Wealth funds in the region Training expertise on Risk Modelling, Valuations and Fixed Income Capital Markets, Credit Analysis and Bank Analysis Have trained global graduate programs for leading investment banks and asset managers 1
Are you writing the exam in June 2017? A. Yes, registered B. Yes, will register C. Not sure D. No 2
Do you think CFA is difficult? A. Strongly Agree B. Agree C. Neutral D. Disagree 3
How many hours do you need to prepare for CFA Level 1? A. 100 hrs B. 150 hrs C. 250 hrs D. 400 hrs 4
How many hours/day can you give for CFA prep? A. 1hr B. 2 hrs C. 3 hrs D. 4 hrs 5
Agenda CFA Overview The Exams Demonstrations of Fitch Learning CFA exam solutions About Fitch Learning Your CFA journey with Fitch Learning Fitch Learning and CFA - What next? - What our students are saying? 6
CFA Overview What is the CFA Charter? - Is the most respected and recognized investment management designation in the world. What are the benefits of obtaining the CFA charter? - Real-world expertise - Worldwide recognition - Ethical grounding - Global community Why study the CFA? - Earning the CFA charter demonstrates you have the commitment to excellence required of today s investment professionals. For more details visit www.cfainstitute.org 7
Exam Weights Topic Area Level 1 Level 2 Level 3 Ethical and Professional Standards 15 10-15 10-15 Quantitative Methods 12 5-10 0 Economics 10 5-10 5-15 Financial Reporting and Analysis 20 15-20 0 Corporate Finance 7 5-15 0 Equity Investments 10 15-25 5-15 Fixed Income 10 10-20 10-20 Derivatives 5 5-15 5-15 Alternative Investments 4 5-10 5-15 Portfolio Management and Wealth Planning 7 5-10 40-55 8
Global Pass Rates as per 2015 9
CFA Exam Global Pass Rates as per June 2016 Level I Level II 57% 54% 43% Level III 46% Pass Fail 54% Pass Fail 46% Fail Pass 10
Why are the global pass rates so low? 1. Don t study enough hours 2. Poor or non existent study plan 3. Technical gaps in knowledge no focus on difficult topics 4. Do not pay attention to the Ethics section 5. Lack of exam practice 6. Can t pace study 7. Not knowing the calculator 8. Lack of support from fellow peers or experts 9. Too much cramming 10. Pressure of exam day 11
Your way to success Its all about the next step Depends on how you understand the curriculum 1 st of Dec Depends upon quality of revision and quality of notes 1 st of May Depends if you averaged above 70% in 4 Mocks 20 th of May Depends upon how you perform here!! 3 th of June You receive an email from CFAI What does that read? Congratulations or Regret? 28 th of Jul 17 Tips: Structuring your approach Retaining your learning Midway mock and review Quality over quantity Practice questions Self awareness Tips: Review condensed notes Practice 1000 questions Create customized tests Focus on heavyweights Read book for conceptual faults or view online lectures Tips: Practice 4 full mocks of 6 hours Exam Standard Timed At least one supervised Review the mocks Tips: Know your strengths Stress management Time management Blue Text: Fitch Learning Resources available 12
About Fitch Learning We have a global full-time CFA faculty of over 20 trainers We work with the top banks and financial institutions We have training centres in New York, London, Singapore, Dubai & Hong Kong 13
Fitch Learning and the CFA Nothing is better than genuine experience. We prepare more than 3,500 people a year for the CFA exams and 97% of them would recommend us to their friends. We have prepared more than 22,000 CFA candidates for their exams since 2000 in over 9 locations internationally. With more than 20 trainers, we have one of the largest CFA trainer facilities in the world. Through our online helpdesk and live trainer chat you will have access to all of them. Fitch Learning have a very strong trainer team. They are very helpful; they answered any queries I had promptly and are extremely supportive. Kay, CFA candidate Level II Passed June 2015 To find out more visit: http:///ae/financial-tutors/tutor 14
Sign up Be prepared Tuition phases Revision Keep on track Exam Your CFA Journey with Fitch Learning Online Portal Recordings Customised chapter tests Hurdle tests Classroom booking engine Dynamic study planner Global helpdesk 3000+ Practise Questions Materials Schweser materials Custom slide packs Email a day sent daily Keep on track email sent monthly Fitch Learning CFA App Fitch Learning Tablet for online learners available to purchase Final countdown Class live or virtual Enhanced Learning Solution Full classroom recordings Six additional online workshops 20 full time trainers, globally Diagnostics Real time reports via portal Peer group comparison Historical performance comparison Highlights progress to keep on track Recommended study Support Monitored global helpdesk Trackable & stored answers Email or phone Proactive mentor One-to-one consultation Exams 18 Hurdle tests Progress test in month three Full mock exam in month five Detailed debrief on results We will support you through all three levels of your CFA journey 15
Truly adaptive online learning for Level I Fitch Learning Cognition not only coaches you through the CFA exam content in the most efficient way but tells you what you should be studying and when. Personalized study plan from day one we schedule all your key dates and milestones Adaptive learning we ll work out what you are good at and what needs more work then steer you to the topics you need to improve on Instant access to materials videos, webcasts, questions, study notes, helpdesk etc. www.fitchlearning/cognition 16
Fitch Learning and the CFA Intensive Review Our Enhanced Intensive Review Lecture notes and recordings Workshops Six day review Final countdown One-to-one consultations Exam practice Extensive question bank Hurdle tests Progress tests Mock exams During the six months of preparation, I had so many questions and you always helped me understand and clear the questions so quickly via the online helpdesk. I can t say a big enough thank you for your passionate teaching and response. The whole experience with Fitch Learning trainers really helped ease my learning and keep me motivated and focused to go on. JT, CFA Level I candidate Passed June 2016 17
CFA Performance diagnostics Our portal tracks your interaction with all the resources available Learning graph measures your performance over time Candidate scorecard summarises your study across the program 18
Fitch Learning 24/7 Support Support Online helpdesk Email-a-day Keep on Track emails Live trainer chat One-to-one consultation Proactive mentoring 19
What our students are saying? The idea of having the CFA App with all the materials and access to online portal and videos is outstanding. I did not believe it until I saw it! SM, CFA Level I candidate June 2016 I have already started recommending Fitch Learning to my friends and colleagues. Arun and Harsh are outstanding trainers. AB, CFA Level I candidate December 2015 The classes have been very useful for my exam preparation. The coaching is interactive which allows for proper comprehension of the CFA material. SP, CFA Level II candidate June 2016 The Intensive Review course content was perfectly suited and covered all the essentials and Ali s comprehensive knowledge of the subject, teaching methods and interaction with the attendees deserves special acknowledgement. IM, CFA Level III candidate June 2016 20
CFA Level I June 2017 Study Options 21
Next steps Contact us Middle East and Africa meclientservices@fitchlearning.com +971 800-72489 Demo our materials www.fitchexamprep.com/cognition Listen to past delegates https://www.fitchexamprep.com/about-us/testimonial 15% discount for all info session candidate valid until 22 nd December 22
When are you enrolling for CFA exam preparation with Fitch Learning? A. Now B. Next week C. Before 22 nd December D. Not sure 23
Thank You Confidence in Delivery Local and global presence Innovation, best in class 24
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