Kaplan Schweser

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Financial Training Solutions is proud to partner with Kaplan Schweser to bring you a Level III CFA Program 3-Day Review Workshop. With a balanced mix of curriculum review and problem solving, Schweser’s 3-Day Review Workshop is just the thing to get you exam-ready. After reviewing a topic, the instructor uses problems and exam-like questions to teach you key concepts and techniques. The instructor also assigns specific questions to improve your exam-taking skill and speed, as well as your knowledge of important CFA Program curriculum material. The workshop is the catalyst you need for maximum confidence during the last weeks before the exam.

CFA Institute
The 3-Day Review Workshop includes:

  • 20+ hours of review led by a CFA charterholder (Friday – Sunday)
  • Thorough coverage of fundamental topics
  • Extensive work with practice questions and answer breakdown
  • Review Workshop Mind Maps book (Review slides)
  • Review Workshop Questions book (Practice questions)
  • Instructor exam tips and strategies

Instruction

Your success on the CFA Program exam depends on quality instruction… and Schweser’s is presented by the best in the business. All our instructors are CFA charterholders with years of experience teaching CFA Program courses.

Workshop Information

Dates:
Friday, 10 May 2019, 8:30am – 5:00pm
Saturday, 11 May 2019, 8:30am – 5:00pm
Sunday, 12 May 2019, 8:30am – 5:00pm

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

Instructor:
Jessica Bates / Aveshen Pillay

Price:
R4 200 + 15% VAT = R4 830
(if you have attended our 16-week course, the price is R3 200 + 15% VAT = R3 680)

LEVEL III CFA® Program – JUNE 2019 – Review Workshop Syllabus

TIME TOPIC(S) STUDY SESSION
FRIDAY 10 MAY
8:30 – 10:00 am The Asset Management Industry and Professionalism / Behavioral Finance  3, 4
10:00 – 10:15 am BREAK
10:15 – 12:00 pm Private Wealth Management 5
12:00 – 1:00 pm LUNCH
1:00 – 3:00 pm Private Wealth Management 5, 6
3:00 – 3:15 pm BREAK
3:15 – 5:00 pm Institutional Portfolio Management 7
SATURDAY 11 MAY
8:30 – 10:00 am Risk Management and Derivatives 16, 17
10:00 – 10:15 am BREAK
10:15 – 11:00 am Derivatives 17
11:00 – 1:00 pm Applied Economics / Asset Allocation 7, 8
1:00 – 2:00 pm LUNCH
2:00 – 3:30 pm Asset Allocation 9, 10
3:00 – 3:15 pm BREAK
3:15 – 4:15 pm Equity 13, 14
4:15 – 5:00 pm Alternative Investments 15
SUNDAY 12 MAY
8:30 – 10:00 am Trading  / Performance Evaluation 18, 19
10:00 – 10:15 am BREAK
10:15 – 12:00 pm Performance Evaluation / GIPS 19
12:00 – 1:00 pm LUNCH
1:00 – 3:00 pm Fixed Income 11, 12
3:00 – 3:15 pm BREAK
3:15 – 5:00 pm Fixed Income 12

 

Some comments from candidates on our courses:

All the quotes below have been 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 just wanted to let you know I passed, and thank you once again for all the words of wisdom, constantly pushing us and ultimately preparing us for the exam.”

– Refilwe Moroka, CFA

“I passed Level III of the CFA Program exam! I found FTS to be extremely useful and a great medium of learning over all 3 exams.”

– Glynn Potgieter, CFA

“ I just wanted to let you know that I passed the Level III CFA Program exam!!!! I am extremely relieved and happy. Thank you so much for the help, tips and guidance – you’re great at this lecturing thing. I hope many more get the benefit of your lecturing.”

– Sizwe Mashinini, CFA

“ Thank you for everything across the 3 years, your course helped a substantial amount and got me through all three years in a row. I also made the top 10% this, so very pleased with the result. Just to let you know that all your hard work does not go unnoticed.”

– Alex Sprules, CFA

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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