Simplilearn conducts CFA Level I certification training across India delivered by certified and highly experienced trainers. This CFA Level I course includes interactive CFA Level I classes, 100% Money back Guarantee, 180 Day E-learning, 12 Practice Tests and more.
About CFA Level I
CFA Exam is conducted by the reputed CFA Institute. CFA charter program includes three levels of qualifying exams. One can register for only one exam at a time. Each exam is conducted in two sessions (morning and afternoon) with duration of 3 hours for each session. CFA Level I is the first level of qualification within the CFA certification program. CFA Level I exam includes 240 multiple choice questions based on basic knowledge on investment tools.
Benefits of CFA Level I
Globally recognized professional certification in finance domain
Demonstrates one as a skilled finance and investment professional
Demonstrates one's practical skills on finance
Better opportunities in career field as compared to non-credential peers
Qualified for attempting the CFA Level II exam towards achieving the CFA charter.
2. What is CFA® Certification?
Chartered Financial Analyst (CFA)® certification is a globally recognized
graduate level program offered by CFA Institute, USA to financial analysts
& investment professionals.
The certification not only provides a general overview on other areas of
finance but also aims at providing practical knowledge to professionals on
today’s investment industry.
CFA® credential certifies an individual’s in-depth knowledge in security
types and investments along with maintaining the highest ethical &
professional standards.
Completing the CFA® Program (i.e., CFA® Level I, II & III) certifications is
one of the requirements that needs to be fulfilled by candidates before
becoming a ‘CFA Charter’.
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3. CFA Institute
• CFA Institute is a global association of investment professionals that
traces its lineage back to the establishment of the Financial Analysts
Federation (FAF) in 1947
• The first CFA exam was administered in 1963
• Earlier it was known as ‘Association for Investment Management
and Research’ (AIMR) changed its name to CFA Institute in 2004
1963
2012
284 Senior
Analysts
219,000
candidates
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4. Target Audience
Benefits of CFA® Certification
Globally Recognized Professional Certification
Growth in terms of Career Prospects
Increased Earnings
Enhance one’s knowledge with regard to the Investment industry
Can prepare for CFA Charter without quitting ones job
With CFA program one will join an elite group of 90,000 respected
investment professionals working in over 130 countries
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5. Pre-requisites for CFA® Exam
- A completed bachelor’s or equivalent degree, OR
- Be in the final year of a bachelor’s degree program at the time of registration, OR
- Have 4 years of professional work experience – can be non-investment related, OR
- Have a combination of full time professional experience and college education that
totals at least 4 years &
- A valid Passport
Complete CFA® Program (Level I, II & III)
Have 4 years of qualified Investment Experience
Earning a CFA® Charter
Apply for membership at local CFA member society
Become a member of CFA Institute
Pledge CFA Institute’s Code of Ethics & Professional
Conduct
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6. CFA® Examination Syllabus
A committee of practicing CFA charterholders, in conjunction with CFA
Institute staff, have formed the ‘Candidate Body of Knowledge’ (CBOK). It
represents the core knowledge, skills and abilities generally accepted and
applied by investment professionals globally
Topic Area along with their Weightage (%)
Level I
Level II
Level III
Ethical and Professional Standards (total)
15
10
10
Investment Tools (total)
50
30-60
0
Corporate Finance
8
5-15
0
Economics*
10
5-10
0
Financial Reporting and Analysis
20
15-25
0
Quantitative Methods
12
5-10
0
30
35-75
35-45
Alternative Investments
3
5-15
5-15
Derivatives
5
5-15
5-15
Equity Investments
10
20-30
5-15
Fixed Income
12
5-15
10-20
Portfolio Management and Wealth Planning (total)
5
5-15
45-55
Total
100
100
100
Asset Classes (total)
*Economics is part of Portfolio Management at Level III
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7. Program Path
CFA® Level II
December
June
June
June
CFA® Level III
CFA® Level 1
Exam Centers in India
June Exam
- Delhi, Mumbai, Bangalore, Chennai, Pune, Kolkata
December Exam - Delhi, Mumbai, Bangalore
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8. Examination Fees for June 2014 Exam
Curriculum eBook
First-time Enrollment
Fee
Deadline
First deadline 25 September 2013
11:59 p.m. ET
Second deadline12 February 2014
11:59 p.m. ET
Final deadline12 March 2014
11:59 p.m. ET
Exam Fee
Total
Deadline Passed
Deadline Passed
$440
$800
$1240
$440
$1170
$1610
First-time CFA Program applicants pay an initial one-time enrollment fee;
Returning candidates pay only the exam registration fee
Examination Registration Process
An individual can register for the Chartered Financial Analyst (CFA)®
Examination by filling the online application available at
www.cfainstitute.org
Registration for the examination usually opens about 11 months before the
examination date
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9. Examination Format
CFA® Level I Examination
Exam Format
Total Examination
Questions
Pass rate(%)*
Examination
Duration
Exam Type
Multiple Choice
240 (divided into 2
sessions)
37% - 38%
3 hours for each
session
No negative
markings
CFA® Level II Examination
Exam Format
Total Examination
Questions
Pass rate(%)*
Examination
Duration
Exam Type
Essay & Item Set
Type
20 (divided into 2
sessions)
42%
3 hours for each
session
No negative
markings
Exam Results are announced within 60 days after exam date for Level I & Level II
CFA® Level III Examination
Exam Format
Total Examination
Questions
Pass rate(%)*
Examination
Duration
Exam Type
Essay Type
10 – 15
52%
3 hours
No negative
markings
Exam Results are announced 90 days after exam date for Level III
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10. What does each exam level cover?
At Level I, basic knowledge and comprehension questions are asked focusing on asset
valuation. Level II further emphasizes analysis along with application, while Level III
focuses on synthesizing basic knowledge with evaluation tools and analytical methods.
LEVEL I–TOOLS
• 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 II–ASSET VALUATION
• Application of tools and 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 III–PORTFOLIO MANAGEMENT
• Management of institutional and individual portfolios
• Management of specific asset class portfolios
• CFA Institute Code of Ethics and Standards of Professional Conduct
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11. Calculator Usage
Only two calculator models are authorized for use during CFA Program
exams:
• Texas Instruments BA II Plus (including BA II Plus Professional)
• Hewlett Packard 12C (including the HP 12C Platinum, 12C Platinum
25th anniversary edition, 12C 30th anniversary edition, and HP 12C
Prestige)
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12. What Job Does CFA prepare you for?
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14. Simplilearn CFA Level I Workshop
The workshop shall help in:
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Preparing for a exam having globally recognized professional credential
Demonstrating one as a skilled finance and investment professional
Demonstrating one’s practical skills on finance
Opening up greater prospects in the career field
Who should attend ?
• Students who want to enter finance or investment profession
• Career changers (students with non-investment backgrounds) to gain
broader professional expertise and to make a career change into the
investment profession
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15. Simplilearn Credentials
Simplilearn is global training provider for professional certifications and have
trained more than 75000 professional across 150+ countries. We are regular
classroom and corporate training provider for PMP, CFA, FRM, PRINCE2, ITIL,
CISSP. Some of the credentials (but not limited to) to be noted for Simplilearn
are:
• Global Registered Education Provider (REP) of PMI, USA. Our REP ID is
3147
• CFA Institute Prep Providers for CFA Level I
• GARP Exam Preparation Providers for FRM Part I
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16. Why Simplilearn ?
• Simplilearn is listed as a ‘CFA Training Provider/Exam Prep Provider’ by CFA
Institute, USA
• Simplilearn provides both Blended Model of Learning as well as Online
based training for CFA® courses along with providing Live Virtual Class &
Practice Tests
• 24/7 customer support via chat, email and phone
• Interactive classroom sessions conducted by highly qualified and
experienced instructors
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17. CFA® Level 1: Online Training Offerings
CFA® Level 1 Online Training includes:• 10 full length audio-video chapters as per CFA® Level 1 syllabus
• 6 full-length CFA® Level 1 Test Papers
• Each test paper consists of 240 questions with detailed answers
• Usage of Financial Calculators chapter included
• 24/7 Access to Course content (30/60/90/180 days access)
• Access to Moderated Discussion Forums, Free Resources & Blogs
• 24/7 Customer Support via Telephone, Email & Chat
• Price :- INR 5,000 for 30 days access
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18. CFA® (Level 1): Classroom Training Offerings
CFA® Level I Classroom Training with 100% Money Back Guarantee
• 100 hours CFA® Level 1 Classroom Training
• Access to CFA® Level 1 e-learning content (180 days)
• 6 CFA® Level 1 Sample Tests with 240 questions each
• Access to Moderated Discussion Forums, Free Resources & Blogs
• 24/7 Customer Support Via Telephone, Email & Chat
• Venue – Mumbai, Delhi, Pune, Bangalore
• Price :- INR 18,000
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19. CFA® (Level 1) Virtual Classroom Training Offerings
CFA® Level Live Virtual Classroom Training with 100% Money Back Guarantee
• 100 Hours Live Virtual Class
• Downloadable recordings for all sessions
• Access to CFA® Level 1 e-learning Content (180 Days access)
• 6 CFA® Level 1 Sample Tests (240 Questions each)
• 60 Hours PMI PDU Certificate
• Access to Moderated Discussion Forums, Free Resources & Blogs
• 24/7 Customer Support via Telephone, Email & Chat
• Price :- INR 18,000
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20. CFA® (Level 1) Practice Test Offerings
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CFA® Level 1 Exam Practice Tests
6 full-length CFA® Level 1 Mock Test (one can buy any number of tests)
30 Day Access
Each Test consists of 240 Questions
Access to Moderated Discussion Forum, Free Resources & Blogs
24/7 Customer Support via Telephone, Email & Chat
Price starting INR 500
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21. To know more about our certifications
kindly visit –
http://www.simplilearn.com/financemanagement
Contact us:
Md. Mohsin
(mohd.mohsin@simplilearn.com) +91 80 6568 1106
Subin S
(subin@simplilearn.com) +91 8880280398 | +91-80 3009 4654
Kaustov K
(kaustov@simplilearn.com) +91 80- 6568 4678
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