CFA Institute

16-Week Live Class

(For Levels II and III select from the CFA® Program 16 Week Courses menu above)

 

CFA® Program Overview

The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behaviour. CFA Institute determines the curriculum, administers the exam, and awards the charter. Known as the “gold standard” amongst financial industry professionals, the CFA charter is recognized as a significant benchmark within the financial community. A quote from The Financial Times reads: “Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.” The CFA Institute describes its program as a “globally recognised, graduate level curriculum that links theory and practice with real-world investment analysis and portfolio management skills.” The program focuses on portfolio management, asset valuation, financial reporting and corporate finance.

The CFA Program consists of a series of three examinations (Levels I, II, and III) that are offered annually in June, with the exception of Level I candidates who also have the option of sitting for the exam in December. Only one level can be written per year.

The entrance requirement for the CFA Program is a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s (or equivalent) degree, or have four years of work experience (does not have to be investment related).

 

Kaplan Schweser

Level I CFA® Program: 16-Week Live Course – Johannesburg, South Africa

Financial Training Solutions is proud to partner with Kaplan Schweser! With over 25 years as the proven global leader in CFA Program review, Kaplan Schweser is uniquely qualified to show you the way. Kaplan Schweser has constructed the most effective and comprehensive study packages in the industry and has helped hundreds of thousands of candidates prepare for CFA Program exams. Financial Training Solutions and Kaplan Schweser are members of the CFA Institute Approved Prep Provider Program.

With Kaplan Schweser’s weekly classes (totalling 72 hours), you will be guided through the entire CFA Program curriculum with an expert instructor. The classes will take you through all the important topics and drive the key concepts home to help you retain vital information. Structured, focused, motivated… this traditional in-class experience can help you pass the CFA Program exam – The First Time!


Lecture Details
January – May 2018 class – course in progress
July – November 2018 class (please see schedule below)
5:00pm – 9:00pm

Venue
The Wanderers Club
21 North Street (corner Rudd Road)
Illovo

Instruction
Your success on the CFA Program exam depends on quality instruction… and Schweser’s classes are presented by the best in the business. Our Live Weekly Class instructors are CFA charterholders with years of experience teaching CFA Program-related courses. Tim Davies, CFA, is a co-founder and a partner of Financial Training Solutions in Johannesburg, where he conducts financial market training courses. Apart from academia, he has experience in banking, stockbroking and portfolio management with leading global financial institutions.

 

2018 Johannesburg Weekly Schedule, July – November  class – Level I

NO. DATE TOPIC STUDY SESSION
0 16 Jul Orientation
1 17 Jul Ethical and Professional Standards 1
2 24 Jul Quantitative Methods 2
3 31 Jul Quantitative Methods 2, 3
4 7 Aug Quantitative Methods /
Economics
3
4
5 14 Aug Economics 4, 5
6 21 Aug Economics 5
7 28 Aug Financial Reporting and Analysis 6, 7
8 4 Sep Financial Reporting and Analysis 7
9 11 Sep Financial Reporting and Analysis 7, 8
10 18 Sep Financial Reporting and Analysis 8
11 25 Sep Financial Reporting and Analysis /
Corporate Finance
9
10
12 2 Oct Corporate Finance 10, 11
13 4 Oct Equity Investments 13, 14
14 9 Oct Fixed Income 15
15 11 Oct Fixed Income 16
16 18 Oct Derivatives 17
17 23 Oct Portfolio Management 12
18 30 Oct Portfolio Management /
Alternative Investments
12
18

 

We have 3 training options:

PRODUCT OPTION 1:
16-week Live Class and
Schweser Essential
Study Package,
including Schweser Videos
OPTION 2:
16-week Live Class and
Schweser Essential
Study Package
OPTION 3:
16-week Live Class
and no Schweser
material
16-week Live Class
Schweser Class Slides
Schweser Videos
SchweserNotes™ (5-volume set)
6 Full-length Practice Exams, Vol 1
6 Full-length Practice Exams, Vol 2
SchweserPro™ QBank
Schweser’s QuickSheet™
Schweser Study Planner
Price excl. VAT: R15 500 R13 900 R8 100
VAT R2 325 R2 085 R1 215
Price incl. VAT: R17 825 R15 985 R9 315

If you are selecting Option 1 or 2, our recommendation is to enrol early so that you can receive your Schweser study material as soon as possible so that you can begin your preparations. The Schweser study material is currently available.

Flexible payment options are available by arrangement. However, full payment secures your place. The prices do not include CFA Institute registration and exam fees. You need to register on the CFA Institute website (www.cfainstitute.org) and pay them the registration and exam fees.

To enroll for the course, you need to download the enrolment form below, complete it and email it to us with your proof of payment. The banking details are on the enrolment form. We do currently have space for the course.

 

Description of Schweser products:

2018 CFA Level I Study Packages

  • Schweser Class Slides
    The Schweser Class Slides contain printouts of all PowerPoint slides presented at the lectures. The Class Slides contain coverage of all Learning Outcome Statements (LOS). LOS and CFA Program text references are included on all slides.
  • Schweser Videos
    The Schweser Videos (totaling over 48 hours) are recorded classes by expert international Schweser instructors covering all the Learning Outcome Statements (LOS) of the curriculum. These are available to view at any time, and are there to cover any sections not covered in class, to reinforce any points covered in class, or if you miss any lectures.
  • SchweserNotes™
    This 5-volume set contains complete coverage of all Learning Outcome Statements, exam tips and strategies, end-of-reading concept checkers, end-of-topic self tests and formula sheets.

    • Book 1: Ethical & Professional Standards and Quantitative Methods
    • Book 2: Economics
    • Book 3: Financial Reporting & Analysis
    • Book 4: Corporate Finance, Portfolio Management and Equity Investments
    • Book 5: Fixed Income, Derivatives and Alternative Investments
  • 6 Full-length Practice Exams, Vol. 1 & 2
    Each exam mimics the length, format, and difficulty of the actual CFA Program exam, and provides detailed solutions. Each volume contains 6 full-length practice exams.
  • SchweserPro™ QBank
    QBank reinforces your knowledge and understanding of the CFA Program curriculum with a powerful question bank that allows you to review thousands of multiple choice questions, build full-length exams and take practice exams.
  • Schweser’s QuickSheet™
    This foldable, 6-page, laminated document includes key formulas, definitions, and concepts for a quick review of every major topic in the CFA Program curriculum.
  • Schweser Study Planner
    Create a daily, weekly, and monthly study plan based on your selected start date. This study tool takes the guesswork out of creating a prep plan that suits your schedule.

 

Some comments from candidates on our courses:

“Just thought I would share the great news that I passed CFA Level 1! Thank you so much for all the help and commitment you provided on the course! Will definitely enroll for Level II classes with you next year ☺”

“Just to let you know that I passed. Thanks for your immense contribution.”

“I received my CFA results yesterday. I passed the exam with above 70% in each of the topics. Thank you to both of you. It was great to learn with the class and I will definitely be doing Level 2 with FTS.”

“I just wanted to let you guys know that I passed my exam! I did really well achieving over 70% for all subjects except Alternative Investments which I got between 51 – 70% which is really minor. I want to say the biggest thank you for all your help and guidance. It is greatly appreciated. I can’t wait to start with level 2!”

“I’m very happy to inform you that I’ve passed my level 1. Thank you so much for all the support with the classes, it made a huge difference.”


CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Financial Training Solutions or Kaplan Schweser. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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