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CFA ® Chartered Financial Analyst Your gateway to the world of financial markets.

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Page 1: Chartered Financial · PDF file · 2013-11-06The Chartered Financial Analyst (CFA) ... Will being a CFA® charterholder mean better job opportunities? Yes! The CFA Program empowers

CFA®

Chartered FinancialAnalyst

Your gateway to the world of financial markets.

Page 2: Chartered Financial · PDF file · 2013-11-06The Chartered Financial Analyst (CFA) ... Will being a CFA® charterholder mean better job opportunities? Yes! The CFA Program empowers

Chartered Financial Analyst

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Leading the Global Finance Community Your path to a gratifying career in investment and global finance is here. The Chartered Financial Analyst (CFA) designation is renowned for being the most valued credential in the investment management profession.

The qualification first emerged in the US around 40 years ago and is now a globally recognized designation with 90,000+ charterholders worldwide.

Today being a CFA charterholder is a clear sign that you have the skills needed for effective investment analysis and decision making in the rapidly-advancing global financial industry. This is why CFA charterholders are in demand and many firms are making the designation a prerequisite for employment.

l The CFA® charter is ideal for those keen on working in the asset management industry and investment

l The CFA® charter creates first-class analysts

l The CFA® charter is especially designed for people who work and hence fits into a busy schedule

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It is the most recognized investment credential in the

world. When you become a CFA® charterholder, you have credibility

throughout the world.

Recognition and Credibility

In response to the competitive business arena, employers are

identifying the CFA® charter as a dependable sign that makes the

skilled job applicants and dedicated employees stand out.

Competitive Leverage

The CFA® Program curriculum targets the skills required to make

sound investment decisions and develops insight into professional

and ethical responsibilities.

Enhanced Skills & Knowledge

When you earn the CFA® charter, you join a large and growing

network of respected investment professionals in over 130 countries. This means you will benefit from invaluable collective expertise,

connections, and resources.

Expanded Network

The CFA® Charter Advantage

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Is the CFA® Charter ideal for me?

Students keen on launching their career in

investment

Investment professionals who want to take their

skills and marketability to the next level

Individuals interested in entering the world of investment as a career

change

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Will being a CFA® charterholder mean better job opportunities?Yes! The CFA Program empowers you with hands-on and essential knowledge that paves the way for a rich variety of career options in the investment profession. CFA charterholders vouch that the designation led to career growth in many investment specialties and international markets. It also ensured they were all set to shift specialties as their careers developed.

In over 130 countries across the globe CFA charterholders enjoy many key positions:

Source: CFA Institute self-reported employment data as of August 1, 2011Percentages may not add to 100% because of rounding

22% portfolio managers

14% research analysts

7% chief executives

5% consultants

5% risk managers

4% corporate financial analysts

4% financial advisors

4% investment banking analysts

4% relationship managers, sales & marketing

30% other (traders, brokers, auditors)

4%7%

14%

22%30%

5%5%4%

4%

4%

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Where do CFA charterholders work?CFA charterholder are employed by a wealth of industries, companies and institutions thanks to their skills set and expertise. Currently CFA charterholders work in: Source: www.investopedia.com

0% 50%

Buy Side 55%

l Investment Companies/Mutual Fund 25% l Private Client Wealth Manager Advisor 11% l Hedge Funds/Fund of Hedge Funds 6% l Banks 7% l Insurancwe Companies 4% l Pensions and Foundations 4% l Private Client Wealth Manager/Advisor 2%

Sell Side 16%

l Investment Bank/ Broker Dealer 16%

Other 29%

l Consultancy l Government/Regulator l University/College l Research Firm

100%

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Inside the CFA® ProgramThe CFA® Program curriculum zooms in on the precise know-how and skills you need to succeed in the investment profession. Because the market is always changing, the curriculum changes each year to include new tools, ideas, and concepts. This results in a curriculum which truly mirrors the international scope of the investment profession.

Each of the three levels has a different emphasis. Level I concentrates on investment tools; Level II on asset valuation; and Level III on portfolio management. The learning spotlight also changes with each exam: from knowledge and comprehension (Level I) to application and analysis (Level II), and synthesis and evaluation (Level III). The levels at a glance:

• Tools and concepts that apply to investment valuation and portfolio management

• Basic concepts regarding asset classes, securities, and markets

• CFA Institute Code of Ethics and Standards of Professional Conduct

Level I: Tools

• Application of tools & concepts of investment valuation

• Industry and company analysis

• Analysis of investment vehicles and instruments

• CFA Institute Code of Ethics and Standards of Professional Conduct

Level II: Asset Valuation

• Management of institutional and individual portfolios

• Management of specific asset class portfolios

• CFA Institute Code of Ethics and Standards of Professional Conduct

Level II: Portfolio Management

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How Do I Earn the CFA® Charter?The road to becoming a CFA® charterholder is a step by step process:

l Complete the CFA® Program (pass the 3-level exams)

l Have four years of qualifying investment work experience (accrued before, during or after the exams)

l Become a member of CFA® Institute

l Pledge to adhere to the CFA® Institute Code of Ethics as well as Standards of Professional Conduct

l Apply for membership to a local CFA® member society

l Earn the CFA® Charter

I have cleared my CFA Level I exam from the first attempt by attending classes at Morgan International. Morgan has provided me with the knowledge to pass one of the toughest exams I have ever faced. Morgan does not merely provide a system, it helps you achieve your CFA® charterholder. Morgan has given me a confidence which no other provider could. Thank you.

Asad Bukhari, UAE

Becoming a CFA® is now a passport for excellence and international mobility.

Financial Times

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Level I can be taken in June and December

Candidates must pass each examination before moving on to the next level (but can retake an exam if they don’t pass)

Each level exam is a full-day (six hours long) split into two 3 hour sessions (morning and afternoon)

Level II and Level III can only be taken in June

The exam is administered by the CFA® Institute Each of the CFA® program’s three levels builds on the preceding one

Exam Administration CFA® Program Levels

Exam ConditionsExam Duration

Level I Exam Level II & III Exam

The CFA Examination

What are the CFA® Exams like? Knowing what to expect from the CFA® Exams makes all the difference. The CFA® Exams can be challenging, but they are built in a way that makes them manageable and ensures you have time to study between levels.

The CFA® Exams’ facts:

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What is the CFA® Exam Format?Each level of the exams is six hours long and is divided into morning and afternoon sessions:

Morgan International provided candidates with the right environment, a live course given by industry professionals which provided candidates with a broader perspective on issues through debates & live examples. A recipe to success.

Karim Khan, UAE

Eligibility Requirements to sit for the exam:You can sit for the exam as long as you:

l Have a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s degree at the time of registration, or have four years of qualified, professional work experience or a combination of work/college experience that totals four years

l Meet the professional conduct admission criteria

l Can take the exams in English

l Have a valid international travel passport

The Level I examination consists of 240 multiple-

choice questions

The Level II examination contains 20 “mini-cases” or vignettes that describe common

The Level III exam has essay questions in the morning session & 10 item-sets in the

afternoon session

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Get the most with Schweser Study Resources:

A Smart Investment: CFA® Learning System Finding a learning system that is focused, effective and easy-to-follow is essential. And opting for the best study material and methodology gives you the edge and provides you with the full CFA® expertise. Schweser’s CFA® packages coupled with Morgan’s professional live training empower you with the knowledge and approach you need to succeed. Our various learning approaches offer distinctive advantages that lead to solid, consistent, and successful results.

With Schweser and Morgan International, a 3 level exam means 3 opportunities to successfully pass the exams.

Video Classes (3 volumes of the Schweser Online Video Library) SchweserNotes™ Schweser Workbook

SchweserPro™ QBank(Online or CD) Practice Exams Vol. 1 & 2 Secret Sauce Guide

Mock Exam and Review Multimedia Schweser’s QuickSheet™ InstructorLink (Study planner,

Searchable FAQs, Study Tips, etc)The CFA® gives immediate material information about anyone who holds it.And it is very rare to see fraud at firms run by CFA®s.

National Post

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Flexibility & ChoiceAt Morgan International, we appreciate that everyone has a different learning style, preferences and time constraints. This is why we have flexible learning formats for you to choose from. Simply select the one which best fits your needs and schedule:

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Live ClassSchweser’s comprehensive

teaching approach is ideal for all types of learners. By combining print with online, multimedia and more, the live class makes understanding, applying, and

succeeding something you can take in your stride.

OnlineOnline classes are a great option for busy business professionals. Schweser’s expert instructors

know the CFA® curriculum and have insight on how to prepare

for the exam. These experienced educators engage students online, clearly explain challenging topics,

and go the extra mile to help candidates prepare for the exam.

Self-StudyThese packages provide an

indispensable foundation for a successful CFA® exam study

program! We’ve combined candidates’ favorite study tools to create on-demand packages through Schweser that suit the requirements of each and every

one of our candidates.

The Morgan PromiseMorgan International has faith in its professionalism and in Becker. This is why we pledge to provide you with the greatest opportunity to pass the CPA Exam by using our comprehensive program and time tested learning approach.

We’re so confident in how well-crafted the Becker learning system is, we are proud to offer “The Morgan Promise”. Candidates eligible for the Morgan Promise can repeat their course tuition-free in the rare event they do not pass an exam.

The QFBA PromiseTo raise the financial services industry standards in the Qatari market in collaboration with the regulators through:l Building professional capacity and contributing

towards Qatar’s vision 2030l Upgrading the quality of the Financial Sector’s

talents pool in the country;l Supporting regulatory bodies in designing and

implementing certification regimesl Providing a high quality learning experience to

professionalsl Build strategic alliances with world class

training and education institutions

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Morgan International: Experience You Can Rely Onl Exclusive providers of U.S. and international

certification and diploma programs

l 17-year history in training candidates and providing professional career guidance

l An infrastructure spanning 33 locations worldwide, enabling us to provide local support and dependable training solutions to business and individuals alike

l Exceptional teaching methodology and comprehensive study tools

l Knowledgeable and certified professional instructors with in-depth teaching and real-life work experience

l International companies, universities and societies’ preferred training partner

About QFBA: Qatar Finance and Business Academy is specialized in training & developing the financial services sector. We believe that such an investment is a key strategy to support a modern, service oriented, knowledge based economy.

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Morgan International

tel: +961 1 999 201-2-3email:[email protected]

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QFBAtel: +974 4496 8333email: [email protected]