What is CFA?

A Chartered Financial Analyst (CFA) is a professional designation provided by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as investments, portfolio management, accounting, economics, ethics, and security analysis.

  • Graduate-level credential: NARIC benchmarked the CFA Program as comparable to a master’s degree. Check CFA vs MBA comparison before you commit to an expensive MBA program.
  • Held by more than 142,000 individuals in 159 countries: CFA bridges the academic theory, current industry practices, and the highest level of ethical and professional standards. Together it gives you a strong foundation of advanced investment analysis and real-world portfolio or client management skills. As you can see in the graph below, interest in the CFA charter has been growing rapidly over the past few years. Back in 1998, CFA administered around 47,000 exams globally and in 2016 they administered more than 224,000 examinations.

Growing demandScreen Shot 2017-08-12 at 12.33.37 PM

 

 

 

 

 

 

 

 

 

  • Recognized by regulatory bodies and more than 425 universities: The CFA Charter is recognized by regulatory bodies in many countries as a proxy for meeting certain licensing requirements. Additionally, today more than 425 universities around the world incorporate the CFA curriculum into their degree programs.

Clear Benefits of the CFA Charter?

  • Better Job Prospects and Career Advancement Opportunities
    • CFA will boost your resume significantly. People in the industry know the time and discipline it requires to become a CFA charterholder and this sets you apart from other job candidates. [Why Hire a CFA Candidate?]
    • Earning the charter demonstrates your work ethic and analytical abilities to employers. [Impact on Career]
    • It will give you a deep knowledge in the areas of investment analysis, applied economics, asset management, and ethics. [Why Choose the CFA Program?]
    • You will always be ahead of the game in job search because you will be part of a broad and strong network through local societies.
    • Also get access to the internal bank job postings through local societies; Only Candidates and Members can access [Check CFA Vancouver Job Board here]

Screen Shot 2017-08-12 at 12.40.40 PMScreen Shot 2017-08-12 at 12.41.59 PM

 

 

 

 

 

 

 

Screen Shot 2017-08-12 at 12.57.50 PM

Screen Shot 2017-08-12 at 1.01.11 PMScreen Shot 2017-08-12 at 1.02.00 PM

 

  • Waive Courses and GMAT/GRE Requirements for Graduate Degree
    • This is fascinating that many top universities around the world give course waivers and exemptions from university entrance exams or courses. A lot of theses schools give GMAT/GRE requirement waivers if you pass the Level 1 CFA exam. This is amazing because GMAT/GRE does not really add any value to your career other than just an experience of writing one more difficult exam. With CFA level 1, you can waive the GMAT/GRE requirement, and you are learning all those interesting business topics that will become the core of your graduate degree. See the Educational Recognition of the CFA program page to get a list of universities that provide such waivers.

 

Queens Master of FinancePicture2

  • More affordable and greater return on investment compared to MBA and CPA 
    • Check the comparison (benefits and costs) between CFA vs MBA here
    • Check the comparison (benefits and costs) between CFA vs CPA here
  • Real-World Expertise and Knowledge
    • A CFA charter is considered a niche in the larger business world [Raising Standards]
    • It will enhance your analytical skills and expertise in quantitative methods, economics, financial reporting, investments analysis, and portfolio management
    • You will learn from current best practices and the experience of practitioners around the world
      • Investment (equity and fixed income) analysis
      • Portfolio management
      • Wealth planning
      • Economic theory and Applied Economics
      • Alternative Investments
      • Derivatives (Options, Future and Forwards etc.)
      • Performance measurement & evaluation
      • Risk management
      • Financial reporting
      • Quantitative methods

what will you learn?

  • Surge in CFA Candidates from Asia
    • Nearly 60,000 candidates took the CFA Level I exam last December, 2016, and half of them are from Asia-Pacific.
    • Chinese candidates are around 24% of the total.
    • Overall, 51% of candidates came from Asia-Pacific.
    • Why? Listen to “An Equity Analyst in HK” here. 

Screen Shot 2017-08-12 at 12.23.04 PMScreen Shot 2017-08-12 at 12.27.15 PM

 CFA Exam Levels, Format and Cost

  • CFA Exams: 3 Levels: Level I, Level II and Level III
    • Level I: Offered in June and December every year
    • Level II: Offered in June Only
    • Level III: Offered in June Only
    • 6 hours of exam per level (9am – 12pm and 2pm – 5pm)
    • Approximately 200 – 300 hours of study time per level
    • Self-study and/or Join a prep course by registering here

Screen Shot 2017-08-12 at 12.24.46 PMScreen Shot 2017-08-12 at 12.52.51 PM

  • Extremely Affordable but Tough
    • CFA exam fees (enrolment + 3 levels): $2,400 – $4,590 depending on when you register
    • CFA Prep courses for all 3 levels: $2,500 – $4,500 depending on who you choose
    • Self-study is an option too BUT
      • The 10-year average pass rate (2007-2016) for Level I, II and III exams are 40%, 43% and 51% respectively
      • So, the joint probability of passing all 3 levels is 8.7% (= 0.4×0.43×0.51)! So, you may need help! FinaceTraining.ca is here to help. Click here to see what past students have to say about us.
  • Scholarships: Access Scholarships (for CFA Program Only), Women’s Scholarships, Faculty/Administrator/Student Scholarships, Regulator Scholarships, Media Scholarships

Steps to Pass Level 1 CFA Exam

STEP 1: Enrol and Register for the Exam with the CFA Institute (Click Here)

STEP 2: Wait for the email and Download the full curriculum (6 books in total)

STEP 3: Register for the comprehensive prep course with FinanceTraining.ca [Download and Email]

STEP 4: Start reading the curriculum until the class starts

STEP 5: Get the condensed book with key concepts in your first class of prep course with all the practice questions and the study planner

STEP 6: Attend all the classes and prepare well for the “midterm”

STEP 7: Meet the instructor personally to look at the weaknesses after “midterm”

STEP 8: Attend the “Final Mock Exam”

STEP 9: Be confident and write the exam with CFA Institute 

[/five_twelfths_last]

Level 1 CFA® Prep Course

  • Weekly Classes Program.
  • 36 hours lecture series focusing on core and challenging concepts in the Level 1 CFA® curriculum.
  • Condensed study book with key concepts and a lot of practice questions. 
  • The instructors will pinpoint the most common and difficult to understand topics.
  • 12 weekly classes with one midterm and one final mock exam; 3-hours per class during weekends.
  • Continuous motivation and support throughout the way as candidates prepare for the exam.
  • Access to the Level 1 CFA® exam blog where candidates talk about different topics and solve difficult questions.

Download the details and fees of the Prep Course Here.

**All payments for courses and materials are non-refundable and non-transferable.**

Download the Schedule for the Prep Course for Level 1 CFA Exam of June 2018.

Download the Schedule for the Prep Course for Level 1 CFA Exam of December 2017.

DOWNLOAD THE HARD COPY OF REGISTRATION FORM HERE.

Fill up the form and email it back to us at info@financetraining.ca. We will assess the form and send you another email with the payment info.

**All payments for courses and materials are non-refundable and non-transferable.**

Feel free to send an email to info@financetraining.ca or text/call at (778) 682-1FIN or (778) 682-1346 to discuss how we can help.

Level I CFA® Exam Topics Weights

Topic Area

Level I
Ethical and Professional Standards
15
Quantitative Methods 12
Economics 10
Financial Reporting and Analysis 20
Corporate Finance 7
Equity Investments 10
Fixed Income 10
Derivatives 5
Alternative Investments 4
Portfolio Management and Wealth Planning 7
Total 100

STEPS TO PASS LEVEL 1 CFA EXAM

STEP 1: Enrol and Register for the Exam with the CFA Institute (Click Here)

STEP 2: Wait for the email and Download the full curriculum (6 books in total)

STEP 3: Register for the comprehensive prep course with FinanceTraining.ca below

STEP 4: Start reading the curriculum until the class starts

STEP 5: Get the condensed book with key concepts in your first class with all the practice questions and the study planner

STEP 6: Attend all the classes and prepare well for the “midterm”

STEP 7: Meet the instructor personally to look at the weaknesses after “midterm”

STEP 8: Attend the “Final Mock Exam”

STEP 9: Be confident and write the exam with CFA Institute 

Lisa Shares Her Experience With FinanceTraining.CA.

Level II CFA® Exam Topics Weights

Topic Area

Level II
Ethical and Professional Standards
10-15
Quantitative Methods 5-10
Economics 5-10
Financial Reporting and Analysis 15-20
Corporate Finance 5-15
Equity Investments 15-25
Fixed Income 10-20
0Derivatives 5-15
Alternative Investments 5-10
Portfolio Management and Wealth Planning 5-10
Total 100

 

Level III CFA® Exam Topics Weights

Topic Area

Level III
Ethical and Professional Standards
10-15
Quantitative Methods 0
Economics 5-15
Financial Reporting and Analysis 0
Corporate Finance 0
Equity Investments 5-15
Fixed Income 10-20
0Derivatives 5-15
Alternative Investments 5-15
Portfolio Management and Wealth Planning 40-55
Total 100

 

 

“Testimonials from Recent Level 1 CFA Students”

Yvonne Chen

Yvonne Chen,
Senior Financial Analyst, Best Buy, Canada. 

Click Here to View Her Linkedin Profile

“Emrul at FinanceTraining.ca helped me so much for my CFA Level I exam. He’s a very patient instructor and can explain the topics very clearly. Moreover, Emrul also taught us the strategy to tackle this long and exhausting exam. I really appreciate his help and definitely will use FinanceTraining.ca again for my future CFA exams”.

 

Felia Purnawan

Felia Purnawan,
Financial Advisor at Scotiabank, Canada. 

Click Here to View Her Linkedin Profile

“I took the class at FinanceTraining.ca with Emrul on December 2016 for CFA Level 1, less than 4 weeks before the exam without much preparation thinking I was going to have to retake the exam. But after attending several sessions, I began to think that I have a chance in passing. The class highlighted the most important points that have a higher chance to be tested in the exam. Emrul’s approach as a lecturer was so straight forward and efficient that he will let you know which contents are worth our time to study for and which ones are not. Based solely on his advice and materials that he claimed should be focused on, I studied efficiently and pour my time and energy on those topics and I passed level 1 on my first try. I really thought that if I didn’t attend Emrul’s class, I might have re-written level 1 last June instead of level 2.”

AAEAAQAAAAAAAAlNAAAAJGNjZWIxNmEzLTMyOTMtNDgwNy1iYThiLThhMWFiN2Q3ZWI0Yg

Vivian Jiahui Tian,
Staff Accountant, Staffords Accounting.  

Click Here to View Her Linkedin Profile

“I took the CFA Level I course with FinanceTraining.ca taught by Emrul just several weeks before the exam. I have to say he is one of the most intelligent instructors I’ve ever had. During the course, he summarized important concepts and gave us tips to memorize complicated formulas, which is much easier than simply memorizing. He also taught us strategies on efficiently allocating time on questions since time is a challenge for most students in CFA exams. Emrul is an experienced instructor for CFA. I am glad I took his class.”

4

Yingcong Lao,
Recent graduate from Beedie School of Business, SFU 

Click Here to View His Linkedin Profile

“Don’t miss the chance to take CFA Level 1 prep course taught by Emrul at FinanceTraining.ca. Emrul is a knowledgeable, patient and experienced instructor who knows the main concepts and topics that might be highly testable. With his support, I could easily pass CFA Level 1 exam on December 3, 2016 and took CFA Level 2 exam the following June, which saved 1 year for me. So, it is worth to choose Emrul and FinanceTraining.ca.”

Yemima Elen Nugroho

Yemima Elen Nugroho,
Bachelor of Science and Business Administration Candidate, SFU. 

Click Here to View Her Linkedin Profile

“Deciding to take the CFA Level I course offered by FinanceTrainin.ca, especially with Emrul as my instructor, has been one of my best decisions throughout my preparation for the exam. Because of his exposure as a faculty member of finance, economics and accounting at SFU and BCIT, Emrul understands really well the best way to coach his students in this preparation program. He pointed out important concepts that we might forgot to catch, was always available to answer questions, and never tired to support us throughout the process. As a result, I was able to understand the flow of the modules really well and able to pass my level 1 exam smoothly.”

joy

Joy Peng,
Bachelor of Business Administration, SFU. 

Click Here to View Her Linkedin Profile

“After I failed my first attempt on the CFA Level I exam, I heard about the preparation course of Financetraining.ca. As the former student of Emrul, I believe in his teaching skills and knowledge experience. Emrul is an excellent professor and he connect the materials with our true life. He converted the boring stuff into something more tangible and realistic. The practice questions and mock exams he gave were quite helpful and really improved my understanding after he explained the hard questions. Not only in class, Emrul also answers our questions in his spare time. If you want to pass your Level I CFA exam on your first attempt, you should definitely sign up for this course.”

 

Lisa Shares Her Experience With FinanceTraining.CA.

CFA vs MBA

CFAvsMBA

Source: CFA Institute

Screen Shot 2017-08-12 at 1.46.09 PM

[/five_twelfths_last]

CFA vs CPA

CFA vs CPA

Why Us

There is no shortcut to success. Our goal is to minimize the waste studies students do to grasp a concept e.g. going over the same stuff again and again or memorizing the concepts.

Unique Strategies: Our experts put more emphasis on what’s relevant for the exam. At the same time our experienced instructors will make sure you understand the concepts and apply those in your day-to-day life.

Concepts!: CFA® exam questions are increasingly focusing on concepts. So, memorizing won’t help anymore! Learn more about this trend from our top quality instructors. These experienced instructors are CFA Charterholders and industry experts who also teach at local universities. They will use real life examples to make sure you understand tough concepts so that you can beat any exam question with full confidence.

Personalized Attention: Our experts are available 24/7 to answer your questions and motivate you at every step. We are the only prep provider that provides personalized training to ensure an engaging learning environment. Personalized training makes sure that we understand the student well and modify the teaching method according to the student’s need.

Small Groups: Classes are divided into small groups and students are made to work together after class so there is a peer pressure. From our experience, we found that peer pressure along with specialized training is the best combination for passing the exams.

100s of Success Stories: We can also provide numerous references from our past students who will share their experience with you. Please see the testimonial section to read through their comments.

15 minutes free initial consultation: We offer a 15-minutes free consultation in person, over phone or via text massages. In these 15 minutes, expert will go over how you should plan your studies for CFA® exam, what topics are more important, and how FinanceTraining.ca can help you. Feel free to send an email to info@financetraining.ca or call/text at (778) 682-1FIN or (778) 682-1346 or use the email box below to know how we can help.

Download the Schedule for the Prep Course for Level 1 CFA Exam of June 2018.

Download the Schedule for the Prep Course for Level 1 CFA Exam of December 2017.

DOWNLOAD THE HARD COPY OF REGISTRATION FORM HERE.

Fill up the form and email it back to us at info@financetraining.ca.

We will assess the form and send you another email with the payment info.

**All payments for courses and materials are non-refundable and non-transferable.**

Feel free to send an email to info@financetraining.ca or

text/call at (778) 682-1FIN or (778) 682-1346 to discuss how we can help.

Disclaimer: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by FinanceTraining.ca. CFA® is a trademark owned by CFA Institute. 

Contact  Us

You may contact us by filling in this form any time you need professional support or have any questions.

Your Name:*
E-mail:*
Phone number:
Topic:
When is the best time to contact you:
Subject:*
Message:*

 

Share UsShare on FacebookTweet about this on TwitterShare on LinkedInShare on Google+Email this to someone