Chartered Financial Analyst®

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Chartered Financial Analyst®

Chartered Financial Analyst®

Overview

The CFA® designation is a qualification for finance and investment professionals, particularly in the fields of investment management, investment banking and financial analysis of stocks, bonds and their derivative assets. The CFA® Program focuses on portfolio management and financial analysis, and provides a general knowledge of other areas of finance, equipping you with a strong foundation for a variety of career choices in the investment profession. Employers and media around the world recognize the CFA® charter as the standard of professional excellence. The Economist ranked the CFA® Program as the gold standard among investment analysis designations. With such widespread recognition, CFA® charterholders earn a significant competitive advantage for international employment.

The program is taught from the official CFA® Program curriculum. You learn from the source material that the examiners will use to test you. There are no easy shortcuts to CFA® charter success.

KORNERSTONE is the exclusive training provider of CWM® in Hong Kong

Private in-house training
Apart from public, instructor-led classes, we also offer private in-house trainings for organizations based on their needs. Call us at +852 2116 3328 or email us at [email protected] for more details.

Why Choose Us?

Blended Learning Solution
- Wiley Platinum Course + Live Intensive Revision + Exam Drill
Exclusive Wiley’s Online Learning Tools
- Wiley Platinum Course
- Wiley’s unique Exam Planner
- Bite-sized Lessons make it easy to retain information
- Practice questions and video lectures
Top Trainer – Over 12 Years of Experience in official CFA Training
Free Resit Until You Pass*

* For KORNERSTONE members only

Wiley Study Materials

The partnership between KORNERSTONE and Wiley provides an ideal blended learning solution combining of local expert trainer support and state of the art online learning tools to students.

Features:

Live intensive revision by KORNERSTONE’s localized trainer and Wiley’s Exam Review Course (Platinum Course)
90+ hours video lectures by Wiley expert instructors
Include study texts covering every LOS, 1000s exam-grade practice questions, personalized study planner and mock exams
30-40 minutes bite-size online lessons help you review key concept in every topic area

About the Certification

CFA^® charter is awarded by CFA Institute, which is the world’s largest association of investment professionals, with more than 150,000 members and 163 countries
10 Year Average Pass Rate of CFA® exam: Level I : 42% ; Level II : 45%; Level III : 54%
CFA Institute official website: http://www.cfainstitute.org

Training Outlines

Ethical and professional standards
Investment tools
Quantitative methods
Economics
Financial reporting & analysis
Corporate finance
Asset classes
Equity investment
Fixed income Investment
Derivatives
Alternative investment
Portfolio management and wealth planning

Training Highlights

Level I of the CFA^® exam:

- Exam-focused
- Exclusive Wiley’s Online Learning Tools
- Intensive Revision + mock exam and exam drill
- CEF reimbursable (only Level I program)

Level II of the CFA^® exam:
- Exam-focused
- Exclusive Wiley’s Online Learning Tools

Level III of the CFA^® exam:
- Exam-focused
- Exclusive Wiley’s Online Learning Tools

Training materials and classroom exercises are designed based on the CFA^® Program curriculum
Real case studies will be adopted in class to enable practical application
Conducted by multi trainers in accordance to their expertise of the CFA^® Program curriculum
Optimal class size enables interactive and effective discussion between CFA^® trainers and participants
Free re-sitting for those who fail the CFA^® exam with 80% of attendance or above

Examination Highlights

Level I of the CFA^® exam (Feb, May, Aug & Dec)
- Computer-based testing (CBT)
- 180 multiple-choice questions
  1st session (2 hours and 15 mins): 90 questions;
  2nd session (2 hours and 15 mins): 90 questions

Level II of the CFA^® exam (Feb, May, Aug & Dec)
- Computer-based testing (CBT)
- 88 multiple-choice questions
  1st session (2 hours and 15 mins): 44 questions in vignette format;
  2nd session (2 hours and 15 mins): 44 questions in vignette format

Level III of the CFA^® exam (Feb, May, Aug & Dec)
- Computer-based testing (CBT)
- Constructed response questions and multiple-choice questions
  1st session (2 hours and 15 mins): 8–11 constructed response questions + MC questions;
  2nd session (2 hours and 15 mins): 44 questions in vignette format

CFA^® Program and learning focus
1. Level I of the CFA^® exam: Topic focus is on investment tools, and the learning focus is on knowledge and comprehension
2. Level II of the CFA^® exam: Topic focus is on asset valuation, and the learning focus is on application and analysis
3. Level III of the CFA^® exam: Topic focus is on portfolio management, and learning focus is on synthesis and evaluation

CFA^® exam Topic

	Level I	Level II	Level III
Ethical and professional standards	15-20%	10-15%	10-15%
Quantitative Methods	8-12%	5-10%	–
Economics	8-12%	5-10%	5-10%
Financial Reporting and Analysis	13-17%	10-15%	–
Corporate Finance	8-12%	5-10%	–
Equity Investments	10-12%	10-15%	10-15%
Fixed Income	10-12%	10-15%	15-20%
Derivatives	5-8%	5-10%	5-10%
Alternative Investments	5-8%	5-10%	5-10%
Portfolio Management and Wealth Planning	5-8%	10-15%	35-40%

Chartered Requirements

Have 4 years of qualified, professional work experience or a combination of work and colleague experience that totals at least 4 years
Have 48 months of acceptable professional work experience (a recognized regular member)
Become a member of the CFA Institute and apply for membership to a local CFA^® member society
Pass the CFA^® Program Level I, Level II and Level III examinations
Meet the professional conduct admission criteria

Trainer

Dr. Francis Lau

PhD, FRM^®, CFA
PhD degree specializes in quantitative trading strategies
A seasoned practitioner who has over 10 years’ experiences in financial risk management, quantitative analysis and regulatory reporting for retail, wholesale and investing banking

What Our Clients Say

“The CFA^® Program provides exam-oriented materials with adequate amount of real-world applications in financial markets, which strengthened my overall understanding. I had the opportunities to interact with different trainers who are specialized in different areas, for instance, Quantitative Methods, Portfolio Management, Financial Reporting and Economics. This program helped me to study more efficiently and confidently. I would strongly recommend this program to CFA^® exam candidates!”

Charles Yuen

KORNERSTONE graduate, passed CFA Level I

“I found the KORNERSTONE course very useful in highlighting the exam focus and pointing out the must know absolutely from the lesser important material. Understanding what you can & should do for the essay to save time, give the examiners the material and key words they are looking for as well as the right format to make it easy for them to read through definitely helped me scored points and finish the morning session on time. Fixed income is also big in the exam and if this is not your cup of tea, the course will bring you back to the basics. From there it is not difficult to get the more complex problems. The teachers were helpful in building confidence up to the exam day and often available for questions. The more you participate in, the more you will get out so ask the teachers for tips, they have many to share for your benefit. Don’t hesitate, the course is a plus to make the difference in your CFA exam. “

Severine C. Bret

KORNERSTONE graduate, passed CFA Level III

Chartered Financial Analyst®