Chartered Financial Analysts – CFA

Chartered Financial Analyst (CFA) credential has become the most respected and recognized investment designation in the world. It is a renowned global qualification suitable for professionals seeking career in financial markets, investment banking, treasury, corporate finance, investment performance and risk evaluation, risk management, financial planning, investment analysis, and client relations.

The CFA Program curriculum covers concepts and skills you will use at all stages of your career, bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

Recognition and Credibility

Employers recognize the CFA charter as a reliable way to identify the most qualified job applicants. They know the CFA Program provides the skills needed to succeed and that earning the CFA charter demonstrates the commitment to excellence required of today’s investment professionals.

What should you have to start CFA:

You must meet any of the following requirements to start your CFA journey:

  1. Bachelor’s (or equivalent) degree
  2. Be in the final year of bachelor’s degree program
  3. Have four years professional work experience
  4. Have a combination of professional work and university experience that totals at least four years

Requirements to complete CFA Charter:

In addition to successfully passing the three exams, candidate must have four years professional work experience in the investment decision-making process and join CFA Institute as a regular member.

NB: Professional experience may be accrued before, during, or after participation in the CFA exams.

The program structure:

The CFA Program is organized into three levels, each culminating in a six-hour exam. The program curriculum progresses in complexity as you move through the three levels:

  • Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools
  • Level II: Emphasizes application of investment tools and concepts with a focus on valuation of all types of assets
  • Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning

Exam Format:

The exam formats change along with the learning focus at each level – from multiple-choice for Level I, to item set for Level II, and to essay questions and item set for Level III.

Candidates may enroll for only one examination at a time. Candidates must wait to receive their examination results before enrolling for the next examination, since the results will determine whether a candidate must repeat the current level or advance to the next level.

Key Topic Areas

Ethical and Professional Standards
Economics
Quantitative Methods
Financial Reporting Analysis
Corporate Finance
Equity Investments
Portfolio Management and Wealth Planning
Fixed Income
Derivatives
Alternative Investments

Registration and enrollment

You can register online or download enrolment form from CFA web site ‘www.cfainstitute.org’.
After an application is approved, official acceptance e-mail is sent if all entrance requirements are met. If you do not receive an official acceptance e-mail or notice of incomplete application within six weeks after submitting your application, you should contact CFA Information Center.

The first deadline to register with CFA for December 14 exams is already passed. You can still register by catching up second deadline of;
A onetime program enrolment fee USD 450
Early registration fee USD 650
Standard registration fee USD 950
Late registration fee USD 1,380

Class Commencement

CFA level I classes for December exams session commence from August and for June exams in February. All the classes are held on Saturdays (6-9 pm) and Sundays (10-1 pm & 1:30-5 pm).

Contact details:
Mr. Hussain Umer
F-38, Block 8, Clifton
(Behind ICAP)
Karachi.
Tel: (9221) 35976074-5, 35834435
Email: hussain@cams.edu.pk