chartered financial analyst® cfa® level 1 · cfa® level 1 qualification june 2020 exam sitting 3...
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Chartered Financial Analyst®
CFA® Level 1
JUNE 2020
EXAMS
CFA® Level 1 Qualification June 2020 exam sitting
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COURSE STRUCTURE
CFA® LEVEL 1 EXAM PREPARATION, FOR THE JUNE 2020 EXAM SITTING, COURSES WILL BE ORGANIZED IN TWO PHASES: PHASE 1 – THE INTERIM PHASE SYLLABUS AND EXAM TECHNIQUE • PRIMARY AIM WILL BE TO COVER THE SYLLABUS AS WELL AS EXPLAIN AND APPLY THROUGH QUESTIONS THE EXAM TECHNIQUE
REQUIRED TO EXCEL IN THE CFA® LEVEL 1 EXAMS. PHASE 2 – THE REVISION PHASE PAST EXAM QUESTIONS • PRIMARY AIM WILL BE TO CONCENTRATE ON PRACTICING PAST EXAM QUESTIONS BY APPLYING KNOWLEDGE, EXAM TECHNIQUE
AND CRITICAL THINKING.
LECTURING TEAM
INDEX of CFA® - Level 1 modules Lecturer
Ethics and Professional Standards Fotis Demetriou
Investment Tools
Financial Reporting and Analysis Fotis Demetriou
Corporate Finance Stelios Petrides
Economics Kypros Neocleous
Quantitative Methods Fotis Demetriou
Asset Classes
Alternative Investments Stelios Petrides
Equity Investments Stelios Petrides
Derivatives Stelios Petrides
Fixed Income Stelios Petrides
Portfolio Management and Wealth Planning Stelios Petrides
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TUITION LEVEL 1 LECTURERS PROFILE
MR FOTIS DEMETRIOU
FOTIS DEMETRIOU IS A FULL TIME BANKER WITH 17 YEARS’ EXPERIENCE IN TWO BANKS IN CYPRUS, BOTH AT RETAIL AND
CORPORATE BANKING.
HE HAS AN UNDERGRADUATE AND A POSTGRADUATE ACADEMIC BACKGROUND IN ACCOUNTING, FINANCIAL
MANAGEMENT AND INTERNATIONAL BAKING AND HE IS A CFA® CHARTERHOLDER.
FOTIS IS AN EXPERIENCED TUTOR IN THE AREAS OF FINANCIAL ACCOUNTING AND BANKING AND HE HAS BEEN INVOLVED IN
DELIVERING CFA LEVEL 1 MODULES FOR THE LAST 3 YEARS WITH EXCELLENT FEEDBACK FROM STUDENTS.
MR KYPROS NEOCLEOUS
KYPROS IS AN EXPERIENCED INVESTMENT ANALYST AND PORTFOLIO MANAGER WITH SOUND KNOWLEDGE IN RESEARCH
AND ANALYSIS, WITH STRONG UNDERSTANDING OF INVESTMENT MARKETS AND EXPERIENCED IN PRODUCT DEVELOPMENT. WITH TEN YEARS OF EXPERIENCE WITHIN THE INDUSTRY, KYPROS NEOCLEOUS HAS GONE THROUGH VARIOUS POSITIONS
IN DIFFERENT INVESTMENT FIRMS WHERE HE SERVED AS A TRADER, AS AN INVESTMENT ANALYST, DEPUTY HEAD OF
PORTFOLIO MANAGEMENT & INVESTMENT ADVICE AND CURRENTLY, AN EXECUTIVE DIRECTOR, BOARD MEMBER AND
MEMBER OF THE INVESTMENT COMMITTEE IN A FUND MANAGEMENT OFFICE.
KYPROS GRADUATED FROM NEWCASTLE UNIVERSITY, UK IN 2008 WITH A MSC IN BANKING AND FINANCE AND HOLDS A
BSC IN STATISTICS AND INSURANCE SCIENCE FROM UNIVERSITY OF PIRAEUS. HE IS ALSO A CFA CHARTERHOLDER AND
CERTIFIED WITH THE ADVANCED CERTIFICATE FROM CYPRUS SECURITIES AND EXCHANGE COMMISSION."
MR STELIOS PETRIDES
STELIOS IS CURRENTLY THE FUND MANAGER OF ANCORIA INSURANCE IN CYPRUS. PRIOR TO JOINING ANCORIA, STELIOS
WORKED FOR THE TREASURY DEPARTMENT OF CYPRUS DEVELOPMENT BANK AND AS DERIVATIVES TRADER AT ALL
OPTIONS IN AMSTERDAM. SINCE 2016, STELIOS HAS BEEN TEACHING THE AREAS OF CORPORATE FINANCE, EQUITY
INVESTMENTS, FIXED INCOME, PORTFOLIO MANAGEMENT, DERIVATIVES AND ALTERNATIVE INVESTMENTS AT
GLOBALTRAINING’S CFA LEVEL 1 EXAM PREP COURSES. HE HOLDS A BSC IN INFORMATICS FROM ATHENS UNIVERSITY OF
ECONOMICS AND BUSINESS AND A MSC IN FINANCIAL ECONOMICS FROM THE UNIVERSITY OF MAASTRICHT. STELIOS IS A
CFA CHARTERHOLDER.
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PARTICIPANT PROFILE ANALYSTS (EQUITY & FIXED INCOME), ACCOUNTANTS / AUDITORS, INVESTMENT BANKERS, INVESTMENT FIRM
MANAGERS, PORTFOLIO MANAGERS, TRADER / SECURITIES, SALES / MARKETING MANAGERS, INVESTMENT
COUNSELLORS. TO ENROLL FOR THE CFA® PROGRAM, A DELEGATE MUST HAVE A BACHELOR’S DEGREE, BE IN THE FINAL YEAR OF HIS / HER
BACHELOR'S DEGREE, HAVE FOUR YEARS OF PROFESSIONAL WORK EXPERIENCE OR A COMBINATION OF WORK & COLLEGE
EXPERIENCE THAT TOTALS AT LEAST FOUR YEARS AND MEET THE PROFESSIONAL CONDUCT ADMISSION CRITERIA.
THE EXAM THE CFA® OFFICIAL EXAMS ARE SAT IN THE ENGLISH LANGUAGE ONCE A YEAR IN CYPRUS (JUNE)
STUDY MATERIAL TUITION FEES INCLUDE THE COST OF TEACHING AND LECTURERS’ NOTES. THE KAPLAN SCHWESER NOTES QUESTION
PRACTICE MATERIALS WILL ALSO BE PROVIDED TO STUDENTS AS EBOOKS ACCORDINGLY THE KAPLAN SCHWESER STUDY PACK ARE LONG REGARDED AS THE PREMIER STUDY NOTES IN THE MARKET. THE SCHWESER
STUDY NOTES HELP CONDENSE THE PRESCRIBED READINGS AND ALLOW THE DELEGATES TO REVIEW THE MATERIALS MORE
RAPIDLY ALLOWING EXTRA TIME FOR QUESTION PRACTICE. IT ALSO ALLOWS STUDENTS FREE ACCESS TO THE GLOBALTRAINING ONLINE RECORDINGS OF THE COURSES AND TO TUTOR
SUPPORT VIA EMAIL.
FURTHER NOTE, THAT UPON REGISTRATION TO THE CFA ® ASSOCIATION FURTHER COURSE MATERIALS (STUDY MANUAL,
QUESTION BANK) WILL BE ALSO PROVIDED TO STUDENTS. STUDENTS WILL HAVE THE RESPONSIBILITY TO OBTAIN THE MATERIALS
THEMSELVES, AS THEY WILL NOT BE PROVIDED BY GLOBALTRAINING.
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FEES
STUDENTS HAVE THE OPTION TO REGISTER FOR THE FULL COURSE WHICH INCLUDES BOTH THE INTRO/INTERIM PHASE AND THE
REVISION PHASE, OR FOR THE REVISION PHASE ONLY
THE COURSES ARE DELIVERED BOTH IN CLASS AND ONLINE. ONLINE OPTIONS WILL BE AVAILABLE FOR ALL COURSES RELEVANT TO
CFA® LEVEL 1 EXAMINATION PREPARATION. THROUGH THE ONLINE OPTION, THE STUDENTS CAN HAVE ACCESS TO A TEMPORARY
RECORDING IN REGARDS TO THE MODULE ALSO TAUGHT IN CLASS. THIS INFORMATION WILL BE SHARED ONLY WITH STUDENTS
THAT HAVE BEEN REGISTERED FOR BOTH TUITION AND REVISION PHASE (FOR LEVEL 1).
*A SEPARATE MATERIAL FEE WILL APPLY FOR THOSE OPTING THE REVISION FEE ONLY.
TERMS OF PAYMENT THE FOLLOWING TERMS OF PAYMENT APPLY TO ALL STUDENTS.
50% ON ENROLMENT 25% BY THE END OF FEBRUARY 25% BY THE END OF MARCH
NOTE STUDENTS WHO NEED TO VARY THEIR TERMS OF PAYMENT, SHOULD SPEAK TO OUR CREDIT OFFICER, MS IRENE SAVVA.
LECTURE HOURS COURSES WILL BE DELIVERED THROUGH A BLOCK MODE. THE FOLLOWING TIMINGS APPLY, UNLESS OTHERWISE STATED.
FRIDAYS AFTERNOON (HALF DAY) 18:00 – 22:00
SATURDAYS & SUNDAYS (FULL DAY) 09:00 – 17:00
TEACHING LOCATION CFA® LEVEL 1 COURSES WILL TAKE PLACE AT GLOBALTRAINING NICOSIA CLASSROOMS,
THE ABOVE MENTIONED COURSES WILL RUN IF THERE IS A MINIMUM NUMBER OF 8 STUDENTS.
CFA® Level 1 Qualification
TUITION & REVISION € 1250
REVISION ONLY € 600*
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CONTACT DETAILS
GENERAL 7777 8030 www.globaltraining.org
CAROLINE DAVIDIAN 22 841545 [email protected]
MARIA KARKALLY 25 381180 [email protected]
VENUE NICOSIA:
46, MAKEDONITISSAS AVENUE, P.O. BOX 24005, 1700 NICOSIA
TEL: +357 22 841 500 FAX: +357 22 357 484
“CFA Institute does not endorse, promote or warrant the accuracy or quality of Globaltraining. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.”
Chartered Financial Analyst®
CFA® Level 1
June 2020 exam sitting
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
4-Nov 5-Nov 6-Nov 7-Nov 8-Nov 9-Nov 10-Nov
11-Nov 12-Nov 13-Nov 14-Nov 15-Nov 16-Nov 17-Nov
Ethics / QM Quantitive Methods
18-Nov 19-Nov 20-Nov 21-Nov 22-Nov 23-Nov 24-Nov
25-Nov 26-Nov 27-Nov 28-Nov 29-Nov 30-Nov 1-Dec
2-Dec 3-Dec 4-Dec 5-Dec 6-Dec 7-Dec 8-Dec
Economics EC/ Derivatives
9-Dec 10-Dec 11-Dec 12-Dec 13-Dec 14-Dec 15-Dec
16-Dec 17-Dec 18-Dec 19-Dec 20-Dec 21-Dec 22-Dec
23-Dec 24-Dec 25-Dec 26-Dec 27-Dec 28-Dec 29-Dec
PUBLIC HOLIDAY PUBLIC HOLIDAY
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
30-Dec 31-Dec 1-Jan 2-Jan 3-Jan 4-Jan 5-Jan
PUBLIC HOLIDAY
6-Jan 7-Jan 8-Jan 9-Jan 10-Jan 11-Jan 12-Jan
PUBLIC HOLIDAY
13-Jan 14-Jan 15-Jan 16-Jan 17-Jan 18-Jan 19-Jan
20-Jan 21-Jan 22-Jan 23-Jan 24-Jan 25-Jan 26-Jan
27-Jan 28-Jan 29-Jan 30-Jan 31-Jan 1-Feb 2-Feb
3-Feb 4-Feb 5-Feb 6-Feb 7-Feb 8-Feb 9-Feb
10-Feb 11-Feb 12-Feb 13-Feb 14-Feb 15-Feb 16-Feb
17-Feb 18-Feb 19-Feb 20-Feb 21-Feb 22-Feb 23-Feb
24-Feb 25-Feb 26-Feb 27-Feb 28-Feb 29-Feb 1-Mar
2-Mar 3-Mar 4-Mar 5-Mar 6-Mar 7-Mar 8-Mar
PUBLIC HOLIDAY Alternative Investments Equity Investments Corporate Finance
9-Mar 10-Mar 11-Mar 12-Mar 13-Mar 14-Mar 15-Mar
16-Mar 17-Mar 18-Mar 19-Mar 20-Mar 21-Mar 22-Mar
23-Mar 24-Mar 25-Mar 26-Mar 27-Mar 28-Mar 29-Mar
PUBLIC HOLIDAY
30-Mar 31-Mar 1-Apr 2-Apr 3-Apr 4-Apr 5-Apr
PUBLIC HOLIDAY PM & WP
6-Apr 7-Apr 8-Apr 9-Apr 10-Apr 11-Apr 12-Apr
13-Apr 14-Apr 15-Apr 16-Apr 17-Apr 18-Apr 19-Apr
PUBLIC HOLIDAY PUBLIC HOLIDAY PUBLIC HOLIDAY
20-Apr 21-Apr 22-Apr 23-Apr 24-Apr 25-Apr 26-Apr
PUBLIC HOLIDAY PUBLIC HOLIDAY
27-Apr 28-Apr 29-Apr 30-Apr 1-May 2-May 3-May
PUBLIC HOLIDAY
4-May 5-May 6-May 7-May 8-May 9-May 10-May
11-May 12-May 13-May 14-May 15-May 16-May 17-May
18-May 19-May 20-May 21-May 22-May 23-May 24-May
25-May 26-May 27-May 28-May 29-May 30-May 31-May
MOCK EXAM 1
1-Jun 2-Jun 3-Jun 4-Jun 5-Jun 6-Jun 7-Jun
MOCK EXAM 2 CFA Level 1/2 exam
8-Jun 9-Jun 10-Jun 11-Jun 12-Jun 13-Jun 14-Jun
PUBLIC HOLIDAY
15-Jun 16-Jun 17-Jun 18-Jun 19-Jun 20-Jun 21-Jun
INDEX of CFA® - Level 1 modules-tuition Lecturer Course administration Globaltraining
Ethics and Professional Standards Fotis Demetriou Georgia Cottis Director
Investment Tools Caroline Davidian Assistant Manager
Financial Reporting and Analysis Fotis Demetriou Tel: +357 22 841545
Corporate Finance Stelios Petrides Email: [email protected]
Economics Kypros Neocleous
Quantitative Methods Fotis Demetriou Important Notes
Asset Classes
Alternative Investments Stelios Petrides
Equity Investments Stelios Petrides
Derivatives Stelios Petrides
Fixed Income Stelios Petrides Teaching hours(REVISION) are as follows:
Thursday - Sunday 9:00-17:00
Portfolio Management and Wealth Planning Stelios Petrides
REVISION KAPLAN lecturer
Location of the courses: these will take place at Nicosia Globaltraining classrooms,
with a live online available option.
2019 timetable
2020 timetable
Financial Reporting and Analysis
Fixed Income
Teaching hours(TUITION) are as follows:
Friday afternoon (half day)
Saturday (full day)
Sunday (full day)
18:00 - 22:00
09:00 - 17:00
09:00 - 17:00
REVISION