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 KORNERSTONE
- Accredited, practitioner-led, expert certificate trainers to provide high quality training
- Official training material included
- Practical, scenario-based learning – focus on application, not just theory
- Excellent Passing Rate
Skills Covered
The partnership between KORNERSTONE and UWorld 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 expert trainer
- 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
Course Curriculum
- 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
Dates & Locations

Exam & Certification
- 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







