CFA Institute

16-Week Live Class      2020 ENROLMENTS NOW OPEN!

(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 (totaling 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 2020 class (please see schedule below)
July – October 2019 class (course in progress)
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 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.

 

2020 Johannesburg Weekly Schedule, Jan – May class – Level I

NO. DATE TOPIC STUDY SESSION
0 13 Jan Orientation
1 15 Jan Ethical and Professional Standards 1
2 22 Jan Quantitative Methods 2
3 29 Jan Quantitative Methods 2, 3
4 5 Feb Quantitative Methods /
Economics
3
4
5 12 Feb Economics 4, 5
6 19 Feb Economics /
Financial Reporting and Analysis
5
6
7 26 Feb Financial Reporting and Analysis 7
8 4 Mar Financial Reporting and Analysis 7
9 11 Mar Financial Reporting and Analysis 8
10 18 Mar Financial Reporting and Analysis 8, 9
11 23 Mar Corporate Finance 10
12 25 Mar Corporate Finance /
Equity Investments
10, 11
12
13 1 Apr Equity Investments 12, 13
14 8 Apr Fixed Income 14
15 15 Apr Fixed Income 14, 15
16 22 Apr Derivatives 16
17 29 Apr Alternative Investments /
Portfolio Management
17
18
18 6 May Portfolio Management 18, 19

 

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)
4 Full-length Practice Exams, Vol 1
4 Full-length Practice Exams, Vol 2
Checkpoint Exams
SchweserPro™ QBank
Schweser’s QuickSheet™
Price excl. VAT: R16 500 R15 200 R8 600
VAT R2 475 R2 280 R1 290
Price incl. VAT: R18 975 R17 480 R9 890

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:

2020 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).
  • Schweser Video Lectures
    The Schweser Video Lectures (totaling over 52 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™ (physical books and eBooks)
    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, Equity Investments, and Fixed Income
    • Book 5: Derivatives, Alternative Investments, and Portfolio Management
  • 4 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 4 full-length practice exams.
  • Checkpoint Exams
    Checkpoint Exams assess your knowledge at 1/3 of the way through, 2/3 of the way through, and the end of the study program. These checkpoint questions mimic the difficulty and format of the actual CFA Program exam.
  • 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.

 

Some comments from candidates on our courses:

The quotes below are reproduced with permission. Should you wish to obtain the contact details of any of the candidates below, please let us know, and we will pass them on to you after the candidate gives us the necessary permission.

“I am very pleased to let you know that with the guidance and help from the team at Financial Training Solutions, I managed to score above 70% for all topics, with my overall result above the 90th percentile of all candidates. I cannot imagine attempting the CFA® Program without the help of FTS, and would recommend FTS to any person wishing to make the most of the opportunity of attempting the Level I CFA Program exam!

I am very grateful for your help and look forward to seeing you in Level II”

– Willem (Wim) le Roux

“I passed the Level I CFA Program exam, will see you for Level II. I couldn’t have done it without FTS.”

– Benedatta Kalu

“Thanks for your wonderful lectures, I truly enjoyed those that I attended. I am happy to say that I am one of those who passed the Level I CFA Program exam. Keep on doing what you do. ☺”

– Tshepo Masango

“I just wanted to inform you that I have passed the Level I CFA Program exam, and I scored in the top 90th percentile. Thank you so much to all of you! I really couldn’t have done it without your support and teachings! Will definitely see me next year!”

– Berno Roelofse

“I passed the exam with flying colours thanks to you guys. Landed in the top 10%.”

– Costa Drepaniatos

“I have passed the Level I CFA Program exam, I am really overwhelmed with my result. Your classes, the workshop and notes contributed highly to my success with the exam. I found your notes, tips and guidelines to be very helpful and they have definitely assisted with my approach to studies. Schwesser notes and the supporting Qbank questions were a very important component to successful comprehension of such huge volumes.”

– Svetlana Shornikova

“I thought I would share my good news with you and let you know that I passed Level III of the CFA Program. Thank you Tim, Colin and Financial Training Solutions for all of the help and support throughout my CFA Program studies over the last few years, it made all the difference in the World and I don’t think that I would have managed to pass otherwise.”

– Faryn Edelstein

“I am pleased to inform you that I passed my exam. I am so grateful to you and the whole Financial Training Solutions team for your support. Your classes and exam workshop were a great help in achieving my result.”

– Nomhle Mnguni

“FTS really made a huge difference to my exam results. I cannot express the importance of putting in the hours and actually keeping track of it (credit to Colin 😁). I just scored under the 90th percentile, thanks to your team at FTS.”

– Peter Steenkamp

“I am ecstatic to inform you that I passed the Level I CFA Program exam on my first attempt. I could not have done this without your guidance. Coming from a completely different background (dentistry), you were able to guide me through the CFA Program in an expert manner.”

– Gretel Engelbrecht

“I’m writing to thank you guys for all the help and let you know that I passed with flying colours. I got over 70% in every single subject except Quants where I was in the 51-70% range!”

– Sebastian Valencia

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

– Raymond Majozi

“Thanks so much for all the assistance received during the course. FTS is the best and greatly committed to the students. I received my happy email below. Thank you for helping me pass!!!”

– Petia Skvorikova

“I passed the Level I CFA Program exam in December. The classes made it easier for me to understand the new concepts. I have a computer science and physics background so this was a completely new world.”

– Mugu Mtsetfwa

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

– Lusanda Ndesi

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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