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THE Chartered Financial Analyst: Program

The document provides information about The CFA® Program which is a globally recognized qualification for investment related careers. The program comprises three levels that must be cleared to earn the CFA® charter. Upon completion, charterholders can work as portfolio managers, equity analysts, fund managers and wealth managers. The summary outlines the eligibility criteria, curriculum, exam structure, schedule and fees for each level of the program.

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Kiran Sagiraju
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0% found this document useful (0 votes)
135 views8 pages

THE Chartered Financial Analyst: Program

The document provides information about The CFA® Program which is a globally recognized qualification for investment related careers. The program comprises three levels that must be cleared to earn the CFA® charter. Upon completion, charterholders can work as portfolio managers, equity analysts, fund managers and wealth managers. The summary outlines the eligibility criteria, curriculum, exam structure, schedule and fees for each level of the program.

Uploaded by

Kiran Sagiraju
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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THE

CHAR T ER ED IT'S EASIER TO SAVE


PAPER THAN PLANTING TREES.

FINA NCI A L
ASK FOR AN E-BROCHURE

AN A L YS T ®
PROGRAM Your Pathway towards a
Highly Acclaimed Global
Career in
Investment Banking.
About The CFA® Program:
The CFA® Program is a globally recognized, qualification for investment related careers. Its rigorous curriculum provides a strong
foundation in investment analysis and portfolio management which you need in today’s investment industry. The CFA® Program
comprises of three levels. Clearing all the three levels is the mandatory for earning a CFA® charter. CFA®charterholders work as
Portfolio Managers, Equity Research Analysts, Fund Managers and Wealth Managers.

Career Opportunities
after The CFA® Program Clients

The Average Salary of a


CFA® charterholder
Eligibility Criteria:
Any one of the following requirements to meet any of the
following requirements:
• A bachelor’s (or equivalent) degree,
• Or be in the final year of your bachelor’s degree program
(any degree program)
• Or have four years of qualified, professional work experience
• Or a combination of work and college experience that totals at
least four years
(Note: Summer, part-time, and internship positions do not qualify.)
*You must hold an International Passport

How to become a CFA® Charterholder

• Enroll in CFA® Program


• Register with CFA Institute USA for Level I
• Pass level I, Level II and Level III exams
• Have four years of professional work experience
• Apply for membership with CFA Institute
Curriculum & Exam Structure
Exam Level I Level II Level III
1.Investment Tools
3.Asset Classes
• Quantitative Methods.
• Equity Investment Morning Session 120 Questions 60 Qs in 10 Case Essay type
• Economics.
• Fixed Income studies
• Financial Reporting
• Derivatives
and Analysis.
• Alternative Investments Afternoon Session 120 Questions 60 Qs in 10 Case 60 Qs in 10 Case
• Corporate Finance
studies studies

2.Ethical and Professional 4. Portfolio Management and Duration 3hrs for each 3hrs for each 3hrs for each
standards Wealth Planning session session session

Exam Schedule & Fee:


June 2019 Exam (Levels I, II, III) December 2019 Exam (Levels I)
Early Standard Late Early Standard Late
Registration Registration Registration Registration Registration Registration
fee fee fee fee fee fee
Pay as early as: 17th Oct, 2018 13th Feb, 2019 13th Mar, 2019 Pay as early as: 27th Mar, 14th Aug, 11th Sept,
2019 2019 2019
Enrollment Fee USD 450 USD 450 USD 450
Enrollment Fee USD 450 USD 450 USD 450
(one-time at
(one-time)
Level I)
Exam Fee: USD 650 USD 950 USD 1380
Exam Fee: USD 650 USD 950 USD 1380
Total Cost: USD 1100 USD 1400 USD 1830
Total Cost: USD 1100 USD 1400 USD 1830
*Subject to change as per CFA Institute guidelines.
Level I
Classroom Online Training Distance Learning

• 25 weeks or 160 hrs program • Live & Interactive training • Concise study material of all
• Online Practice Test program the modules
• Revision Guide • 20 Weeks program with more • Online study material
• Concise online study material focus on problem solving • 11th Hour guide
• Regular test series to check • Concise online study material • Practice Questions
progress • 5 Full length test papers • 5- Full length test papers
• 5 Full length test papers for final exam prep for final exam prep
for final exam prep • Get trained by CFA® • Recorded classroom
• Revision classes Charterholder & IIMs Faculty for reference
• Discussion Forum

Level II
Classroom Online Training

Study •

170+ hrs program
Concise online study material
• Live & Interactive training
program

Options •


Regular test series to check
progress
3 Full length test papers


20 Weeks program with more
focus on problem solving
Concise online study material
for final exam prep • Regular Subject test to check
• Revision classes progress
• 3 Full length test papers
for final exam prep
What make Proschool Prep course CFA® Program unique?

• Faculty: All the trainers at Proschool are CFA® charterholders and have considerable industry experience.
• Study material: Relevant and updated study material.
• Practice Questions: Approximately 2000 questions are available in the study resources. Practicing these questions
help you to build the foundation which is required to clear the CFA® Program exams.
• Recorded Video: Helps you to go through the important topics as per your convenience.
• Simulated test papers: You will get 5 simulated test papers which are similar to the final exam.
If you are able to score above 70% in these tests then you will clear the final exam as well (with 80% probability).
• Revision Course: Revision course of all the subjects at the end of training program.

24/7
Whats App helpline for Enrolled
Students

Other Programs:
PG Program in Investment Banking and Capital Markets - Gateway to CFA® Program
Post Graduate Program in Investment Banking & Equity Capital Markets will give you an edge equivalent to other PG Degrees such as
MBA, both in terms of content and employment. The flexible design of the program will help both students and working professionals
to pursue the program successfully. Also PGP in Investment Banking & Capital Markets program designed to help you clear Level I
of the CFA® Program with ease.

Financial Modeling
Financial Modeling (FM) is a core skill for Financial Analysis that anyone dealing with business, from an entrepreneur to
equity analyst or an investment banker, must have. IMS Proschool pioneered the FM training in the country and has trained
6,000+ students. B.Com students, MBA graduates, CFA® charterholders to experienced professionals; a wide range of
current and budding professional have benefited from the program.
Approved prep provider & training candidates for
Testimonials: the CFA® program since 2011

I am a software engineer The experience at IMS I am grateful to IMS The course is a tough one
with an interest in Proschool was quite Proschool to provide but is made easier by the
finance and enrolled with amazing. The teaching me an extraordinary efforts of the faculty. The
Proschool. With great faculty is excellent who opportunity to navigate preparation helped me to
support & study pattern, I supported students at my career into the field find a job and get placed in
was able to clear level I of each and every point of of finance inspite of me the industry, thanks to IMS
the CFA® program with just time. Overall it was a great being completely oblivious training and placement
4 months of preparation. experience and is highly to the field of commerceI assistance.
recommended to anyone recommend everyone to
who is looking to go the at least give it a try and see
CFA® program. the difference.

Tanay Kashyap Harshal Jobanputra Sebil Joseph Daksh Rastogi


Cleared Level I of the Cleared Level I of the Cleared Level I of the Cleared Level I of the
CFA® Program CFA® Program CFA® Program CFA® Program
About Us:
Proschool, is an initiative of IMS. At IMS, our goal for the past 40 years has been simple ─ Build a long-term successful career. Proschool is an extension
of the same mission. At Proschool, we provide practical skills and knowlegde at affordable cost, in the shortest possible time. Our endeavour is to get
students into jobs that give them useful experience for a successful and long term careeer.

Leading Financial Training Company History of trust


• Trained over 20,000 working professionals for leading BFSI Companies • IMS Group is training students since 1977
such as SBI, BOI, UTI, Kotak, ICICI, Sundaram BNP Paribas, Citibank • IMS ranked among the “most trusted” educational brands
• Trained over 6,000 students under Financial Analyst Series • IMS Proschool has emerged as a leading, national player
• Trained over 10,000 under-privileged students for State in professional skills training
& Central Government

Disclaimer : CFA Institute does not endorse, promote, or Financial Analyst: CFA® | Financial Modeling | PGP-IBCM
warrant the accuracy or quality of the products or services
offered by IMS Proschool Pvt. Ltd. CFA® is a trademark FINANCE Management Accounting: CIMA | PGP in Management Accounting
owned by CFA Institute Accounting: ACCA | IFRS
CAREERS Analytics: Business Analytics | PGD in Data Science
Marketing: Digital Marketing
OUR CENTRES

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