CFA® Exam

Dec 2018 / June 2019

Classroom Trainings in Mumbai, Pune, Bangalore, & Delhi

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Agenda

 Chartered Financial Analyst Program

 About EduPristine

 Contact Information

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CFA® Certification Benefits

Global Recognition

 CFA Institute has more than 154,000 charter holders who work in some of the industry’s most prominent
firms, including JP Morgan Chase, UBS, RBC, Bank of America ML, HSBC, Wells Fargo, Morgan Stanley,
Citigroup, BlackRock, Credit Suisse, and State Street. Active CFA® member societies are available in more
than 50 countries.

 Regulatory bodies in 19 countries recognize the CFA® designation as a proxy for meeting certain licensing
requirements.

 Over 125 colleges and universities incorporate a majority of the CFA® curriculum into their courses.
Career Advantage

 Employers recognize the CFA charterholders as the definitive standard by which to measure the
competence, integrity, and dedication of serious investment professionals.
Practical Skills

 The CFA Program curriculum focuses on the practical knowledge and current real-world skills necessary in
the global investment management profession. These skills are immediately useful on the job.
Community

 Earning the CFA charterholder places you in the company of an elite group of more than 1,00,000
respected investment professionals.
© EduPristine For [Chartered Financial Analyst] (Confidential) 3
Most Importantly

CFA Institute, USA

EduPristine is the Largest CFA® exam training institute in

India

Trains 2,500+ CFA Program aspirants each year

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CFA® Certification Eligibility

Minimum Eligibility Photo from www.cfainstitute.org

 CFA Level I exam: Even a final year graduate can

appear for CFA Level I exam CFA Code of Ethics
Membership in CFA
(Passport Mandatory) and Standards of
Institute and Local
Professional
 CFA Level II exam: You should have completed Society
Conduct
your graduation and cleared CFA Level I exam.

 CFA Level III exam: You should have cleared CFA

Level II exam

 CFA charterholder membership: requirements

include, but not limited to 48 months of
acceptable professional work experience and
passing the Level I, Level II, and Level III exams
About the exam: Administered by CFA Institute, USA
Education and Completion of the
 Minimum time to pass all three exams: 2 years Work Experience CFA Program
 Average time: 4 years

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CFA® Exam Subjects
Topic Area Level I Level II Level III
 Ethical and Professional Standards (Total) 15 10-15 10-15
 Quantitative Methods 12 5-10 0
 Economics 10 5-10 5-15
 Financial Reporting and Analysis 20 15-25 0
 Corporate Finance 7 5-15 0
Investment Tools (Total) 49 30-60 5-15
 Equity Investments 10 15-25 5-15
 Fixed Income 10 10-20 10-20
 Derivatives 5 5-15 5-15
 Alternative Investments 4 5-10 5-15
Asset Classes (Total) 29 35-70 25-65
 Portfolio Management and Wealth Planning (Total) 7 5-10 40-55
Total 100 100 100

Each Level requires 250-350 hrs of studies

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CFA® Exam Pattern

Each exam is six hours long and is split between morning and afternoon sessions. There is a two-hour
lunch break at the end of the morning session.

 The Level I exam is composed of multiple-choice questions and is offered in June and December

 The Level II exam is composed of item-set questions and is offered in June only

 The Level III exam is composed of item-set and essay questions and is offered in June only
Score matrix provided on the exam results is an indicator of overall performance.

 The “<=50%” range is considered poor

 “51–70%” is considered poor to average

 “>70%” is considered average to above average

Key to crack CFA Level I is by performing well in Ethics and FSA

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CFA® Exam Centers and Dates

Global Recognition

 CFA Level I exam: 1st Saturday of December and June end month every year. i.e. Saturday, 23rd Jun 2018

 CFA Level II and III exam: Saturday of June 2018 23rd June 2018

Exam Centers:

 The Dec exams are being offered at test centers located in:
1. MUMBAI 2. KOLKATA 3. BANGALORE 4. NEW DELHI

 The June exams are being offered at test centers located in:
1. MUMBAI 2. KOLKATA 3. BANGALORE 4. CHENNAI 5. NEW DELHI 6. AHMEDABAD
7. PUNE

Final test center confirmation will be displayed on your admission ticket

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Study Material and Exam Resources

Study Material

 Core Reading – CFA Institute Material

 Hands on Material by EduPristine in the form of Presentation

 Online LMS login access material in the form of pdf, videos, etc.

 Important (Quiz) Question Banks for each topics by EduPristine through online access

 Important Notes during the lecture by Faculties

Calculator: Candidates can only use the Financial Calculators i.e.

 HP12C

 Texas BA II Plus

 Texas BA II Professional

© EduPristine For [Chartered Financial Analyst] (Confidential)

CFA® Exam Fee Schedule

 June 2019 exam deadline is declared:

Payment Deadlines Program Enrollment (New Candidate only) Exam Registration Total Cost
10 October 2018 (Early $650 $1,100
Registration)
13 February 2019 $450 $950 $1,400
(Standard Registration)
(One time Charges)
13 March 2019 (Late $1380 $1,830
Registration)

Returning candidates pay only the exam registration fee, CFA Level II and Level III candidates have to pay only the exam
registration fee for each Level.

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 Sample of Result

Guide to interpret CFA Results:

https://www.cfainstitute.org/-/media/documents/support/programs/cfa/your-exam-result.ashx

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Jobs Prospects After Completing CFA Program

Who Employs CFA Charter holder? Photo from www.cfainstitute.org

 CFA charter holder provides you with a strong

foundation for a variety of career choices in the
investment profession

 Interested in portfolio management, investment

research, advisory services, or investment
banking, you will be benefited from a CFA
certificate

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Jobs Prospects After Completing CFA Program

*If you are someone in love with financial models this is the role you need...

1. Financial Modeling Analyst: prepare financial models and write reports commenting on the current and
future financial performance of the company.

2. Financial Research Analyst: The job involves conducting business research to support clients. Typical
projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and
frameworks.

3. Equity Research Analyst: Analyze market share and other affecting factors. Build and maintain financial
models with focus on key business drivers and valuation. Check whether stocks are overvalued or undervalued.

4. Credit Analyst (Business Development): You will be responsible, to research for prospects, anticipate
newer business opportunities and discuss the same with the relevant authorities in order to take action a head.

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Jobs Prospects After Completing CFA Program

If you have ever dreamt of a position in bank than this is the right course for you!

5. Banking Jobs: For this you need to have a fair understanding of financial statements and planning &
thorough knowledge of finance.

6. Analyst Fund Factsheet: Work with Funds and ETF structuring teams of a major investment bank.
Create/update client marketing material (factsheets/presentations) for managed funds. Respond to client sales
queries on fund structure, fees, registration etc.

There are some roles which you never knew but might excite you..

7. Analyst - Indexing: this job requires indexing and Re-indexing of: In this kind of a role you get an exposure
to various stock exchanges, Debt instruments, Annual/ Interim reports, Merger and Acquisitions etc

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Jobs Prospects After Completing CFA Program

If you wish to be a guide and mentor to a team of analysts, CFA is the right course..

8. Project Manager: To manage teams involved in equity/industry research and to handle overall administrative
responsibilities. Review and perform quality checks on models/reports created by junior analysts before sending
it out to clients. Ability to work under time pressure and juggle priorities/ multi-task in quick work turnaround
situations

9. Associate - Pricing Operations Company's Pricing is one of the core functions and the team is responsible
for the analytics and operations related to a wide array of fixed income and credit products.

10. Process Management You can do process management in a leading financial institution- Process
Management: Responsible for end to end process management - maintaining monthly updated databases,
maintenance and update of Monthly MIS and control sheets of the team

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Jobs Prospects After Completing CFA Program

Looking at a broader role, become a consultant.. (but u need to be through with financial research &
valuation concepts)

11. Financial Consultant: Do financial and company analysis, market research, Market forecasting, trend
tracking, competitor analysis and a lot more exciting work.

12. Research Associate. To perform financial research and analysis for leading global investment banks,
private equity firms, hedge funds and research companies

13. Credit Officer: The Credit Officer is responsible to ensure good portfolio quality of the company's portfolio
by valuating the credit & operational risks of the loan proposal. He is responsible to conduct a quality check of
the documentation & analyze the financial situation of the client thru business place visits.

© EduPristine For [Chartered Financial Analyst] (Confidential) 16

Who Hires CFA Charterholder

Photo from www.cfainstitute.org

Top Employers (India) Top Employers (Global)

 Citigroup  Bank of America Merrill Lynch
 CRISIL Limited  Citigroup
 Deutsche Bank  Credit Suisse
 Goldman Sachs  Deutsche Bank
 HSBC  HSBC

 ICICI Group  JP Morgan Chase

 [Chartered
© EduPristine For JP MorganFinancial
Chase Analyst] (Confidential)  Morgan Stanley Smith Barney
 Morgan Stanley Smith Barney  RBC 17
Agenda

 Chartered Financial Analyst Program

 About EduPristine

 Contact Information

© EduPristine For [Chartered Financial Analyst] (Confidential)

Offerings for CFA Level I Exam Preparation

Training Highlights – (260 hrs)

Classroom Training Online Live Training Crash Course

 125 hrs – 22 days (Classroom)  110 hrs – 22 days (Online)  40 hrs – 5 days (Classroom)
 Mock exam – 1 day (Classroom)

 Weekend training (Sat and Sun)  Weekend online training (Sat and Sun)  Weekend training (Sat and Sun)
 5 hrs classroom training (weekend)  Lecture time: (Sat and Sun 5pm–10pm)  6–7 hrs classroom training (weekend)
 Lecture time: (Sat 2–7pm and  Topic wise study notes in PDF format  Lecture time: (Sat and Sun 9am–6pm)
Sun 10–3pm)  Q.Bank 2,500+ practice quest.  Revision of all the topics
 EduPristine class lecture notes  Recordings of all 22 classes  Special exam preparation tips
 Mind Maps (Formula Charts)  6 Online Mock exam-3hrs each  Review and Problem solving
 Concise notes cover every major topic  In house Learning Management System  Summarized study material
 Excellent faculty (CFA/FRM)  24x7 online access  1 Mock exam (Classroom)
 Doubt solving forum

Additional access: Recordings for all 22 classes

© EduPristine For [Chartered Financial Analyst] (Confidential) 19

About EduPristine

 EduPristine is a member of Adtalem Global Education (NYSE: ATGE), a global education

provider headquartered in the United States.
 Adtalem is a $3 billion (20,000 crores) company having 9 institutions & companies with 16,000
employees spread across 145 locations.
 Adtalem takes pride in training 142,000 degree-seeking students all over the world.
 Edupristine is India's leading training providers in Marketing, Analytics, Accounting, Finance,
and Healthcare.
 Founded in 2008, EduPristine has a strong online and classroom training platform.

Edupristine Highlights

A Large Alumni Operations in 4 A faculty pool of 600+ Soft skill training &
Network of 50,000+ cities in India Industry experts 100% Job assistance
Students

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Soft-Skills Training

Considering the development of a professional at EduPristine, while core subjects take care of
the TASK oriented learning, business communication takes care of the PEOPLE oriented learning.

Proficiency in speaking- with a fair degree of confidence, preparedness, and clarity in

1 presentations and other interactions

2 Self-awareness of strengths and areas of management

3 Ability to understand the intent of communication (within self)

4 Communicate one’s thoughts with clarity, openness, and reason

5 Understand the impact one has on others

6 Skills – presentations, feedback, inquiry (critical questions)

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EduPristine’s Course Guidance and Support

You can view the course structure, the course In case you have any doubts
during the course, you can please
schedule, the details of the upcoming 2
1 sessions, the required study material, and the raise your query on our forum and
recorded lectures for the attended a course expert will answer your
sessions on the LMS query within 24 business hours

/D
Co uss
is c
ur ion
se
Qu oru
er ms
F
ies
In case you face any kind of
Get frequent Seminar and Webinar difficulties w.r.t. faculty, content,
updates during and after the admin or any other issue you can
3 Course
4
please write an e-mail to
[email protected]

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EduPristine’s CFA Expert Faculty and their Ratings

Faculty are topic experts and

specialized in their area

Student Ratings:
Experienced and certified professionals 4.73 / 5

Regular feedbacks are taken to reflect

faculty performance

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Placement Assistance

The career assistance team provides 100% support throughout the program to guide and
help navigate ample career options. EduPristine has a strong network in the industry and we are
constantly in touch with various companies for their hiring and training needs. We put in our best efforts to
identify the right opportunities for our students and help them get in touch with the relevant HR teams across
industry and to place them better.

RESUME INTERVIEW PLACEMENT

BUILDING PREP LEAD

We help you refine and We prepare you to ace the We give you unlimited access
polish your resume with Technical interview Q&A to our private and public leads
tips to help you land and extensive mock and references on our
your coveted job interviews placement portal

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EduPristine Has Delivered High Quality Trainings for Various Fortune 500 Corporates*

Bank of America JP Morgan

KPMG India Ernst & Young Bank Of America J. P. Morgan

CPA Real Estate Modeling Continuum Solutions Financial Modeling in Excel
Professionals from KPMG Senior Associates were trained Finance for Finance The Real Assets Group were
have been trained for on building valuation models Associates were trained trained in Excel for
preparation of the CPA Exam for real estate. on valuation and mergers infrastructure and real estate
(USA) and acquisitions. modeling.

Mizuho Franklin Templeton Credit-Suisse India HSBC

Financial Modeling in Excel CFA Risk Management and Risk Management and
Bankers were using excel Students were facing a gap in Quant. Analysis Quant. Analysis
models that they could not the overall understanding of IT Professionals of Credit New joinees in HSBC had a
understand. Conducted finance topics like corporate Suisse India were trained on gap in knowledge of Risk
financial modeling in Excel finance, FSA and valuation. risk management. Management and quantitative
trainings to bridge the gap. Provided training for over skills.
100 hours to bridge the gap. Conducted trainings
(On campus) to bridge the
gap.

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EduPristine has Delivered Practical Trainings to Students from Premier Colleges

NUS Business School IIM Calcutta FMS Delhi NISM

Financial Modeling in Excel Financial Modeling in Excel Financial Modeling in Excel Derivatives in Hedging
Second year MBA students Students about to go for Final Year MBA students of Financial Modeling
were given a full 2-day internships and join jobs found Faculty of Management Corporate in Ludhiana incurred
workshop on creating financial a gap in their grasp of Studies, Delhi University were huge losses because of
models. They learnt how to knowledge of excel for trained in financial modeling so derivative trades (for hedging).
create integrated models of financial modeling. Conducted as to prepare them better for a Conducted trainings for
valuation. training for 75+ students with job in finance. directors and CFOs for better
an average rating understanding of derivative
of 4.5+. products.

IIT Delhi BITS Pilani ISB Hyderabad IIM Indore

Corporate Finance Workshops on Basics of Financial Modeling in Excel First Year MBA students of
Students get placed in finance Finance Final Year MBA students of were trained in financial
companies (UBS, GS, MS, etc) Most of the students desire a IEMR went through extensive modeling so as to prepare
with no understanding of the career in finance. Conducted financial modeling workshop to them better for their summer
subject/Job Profile. Conducted training for 350+ students with acquire skills of financial internship.
workshop to bridge the gap. an average rating of 4.5+. modeling.

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Testimonials

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Enroll Now

How Do I Get Started…?

If you’re ready to earn the most respected investment credential in the world, then enroll in
the CFA Program and register for the Level I exam today.

– EduPristine

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SEMINAR ON CAREER IN ACCOUNTING & TAXATION

Payment Mode
1) Online payment
log on to www.edupristine.com <click<Fees<Buy (debit/credit card)

2) NEFT payment
Bank Account Name: Neev Knowledge management Pvt. Ltd
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In favor of “Neev Knowledge Management Pvt Ltd”

4) PAYTM
Payment via PayTm Wallet
To know procedure for payment please contact EduPristine Course Counsellor

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 Thank You!

Contact us: 18002005835 / [email protected]

Ayesha – 7710028784 /
[email protected]

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