Limited seats available – reserve your place now
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.
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, 30 April 2021, 8:30am – 5:00pm
Saturday, 1 May 2021, 8:30am – 5:00pm
Sunday, 2 May 2021, 8:30am – 5:00pm
Venue:
The Wanderers Club
21 North Street (corner Rudd Road)
Illovo
Instructors:
Tamzin Nel / Musimuni Dowelani
Price:
R4 200 + 15% VAT = R4 830
(if you have attended our 16-week course, the price is R3 400 + 15% VAT = R3 910)
LEVEL III CFA® Program – MAY 2021 – Review Workshop Syllabus
| TIME | TOPIC(S) | STUDY SESSION |
| FRIDAY 30 APR | ||
| 8:30 – 10:00 am | Behavioral Finance | 3 |
| 10:00 – 10:15 am | BREAK | |
| 10:15 – 11:45 am | Behavioral Finance / Capital Market Expectations | 3, 4 |
| 12:00 – 1:00 pm | Capital Market Expectations | 5 |
| 1:00 – 2:00 pm | LUNCH | |
| 2:00 – 3:00 pm | Asset Allocation and Related Decisions in Portfolio Management | 5 |
| 3:00 – 3:15 pm | BREAK | |
| 3:15 – 5:00 pm | Asset Allocation and Related Decisions in Portfolio Management | 7 |
| SATURDAY 1 MAY | ||
| 8:30 – 10:00 am | Derivatives and Currency Management | 6 |
| 10:00 – 10:15 am | BREAK | |
| 10:15 – 11:00 am | Derivatives and Currency Management | 6 |
| 11:00 – 1:00 pm | Equity Portfolio Management | 9 |
| 1:00 – 2:00 pm | LUNCH | |
| 2:00 – 3:30 pm | Equity Portfolio Management | 9, 10 |
| 3:00 – 3:15 pm | BREAK | |
| 3:15 – 4:00 pm | Equity Portfolio Management | 10 |
| 4:00 – 5:00 pm | Alternative Investments for Portfolio Management | 11 |
| SUNDAY 2 MAY | ||
| 8:30 – 10:00 am | Alternative Investments for Portfolio Management / Trading, Performance Evaluation, and Manager Selection | 11, 15 |
| 10:00 – 10:15 am | BREAK | |
| 10:15 – 1:00 pm | Private Wealth Management | 12 |
| 1:00 – 2:00 pm | LUNCH | |
| 2:00 – 3:30 pm | Fixed-Income Portfolio Management | 7 |
| 3:30 – 3:45 pm | BREAK | |
| 3:45 – 5:00 pm | Fixed-Income Portfolio Management | 8 |
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.