CFA Institute

16-Week Live Class      2020 ENROLMENTS NOW OPEN!

(For Levels I and II 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.

 

Kaplan Schweser

Level III 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 68 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
Tuesdays, 14 January – 7 May 2020 (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 of the best in the business. Our Live Weekly Class instructors are CFA charterholders with years of experience teaching CFA Program courses.

 

2020 Johannesburg Weekly Schedule, January – May class – Level III

NO. DATE TOPIC STUDY SESSION
1 14 Jan Behavioral Finance 3
2 21 Jan Behavioral Finance /
Capital Market Expectations
3
4
3 28 Jan Asset Allocation and Related Decisions in Portfolio Management 5
4 4 Feb Asset Allocation and Related Decisions in Portfolio Management 5
5 11 Feb Derivatives and Currency Management 6
6 18 Feb Derivatives and Currency Management 6
7 25 Feb Fixed-Income Portfolio Management 7
8 3 Mar Fixed-Income Portfolio Management 8
9 10 Mar Equity Portfolio Management 9, 10
10 17 Mar Equity Portfolio Management 10
11 24 Mar Alternative Investments for Portfolio Management 11
12 31 Mar Alternative Investments for Portfolio Management /
Private Wealth Management
11
12
13 7 Apr Private Wealth Management 12, 13
14 21 Apr Private Wealth Management 13
15 28 Apr Portfolio Management for Institutional Investors 14
16 5 May Trading, Performance Evaluation, and Manager Selection 15
17 7 May Trading, Performance Evaluation, and Manager Selection /
Cases in Portfolio Management and Risk Management
15
16

 

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 Video Classes
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:

2019 CFA Level III 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 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, The Asset Management Industry and Professionalism, and Behavioral Finance
    • Book 2: Private Wealth Management and Institutional Investors
    • Book 3: Economic Analysis, Asset Allocation and Fixed-Income Portfolio Management
    • Book 4: Equity, Alternative Investments, Risk Management, and Derivatives
    • Book 5: Trading and Performance Evaluation
  • 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 thought I would share my good news with you and let you know that I passed the Level III CFA Program exam. Thank you Financial Training Solutions team 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 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! I am super excited about this. Also wanted to thank you for all the support you have given us, the courses and teachers are fantastic, materials are perfect and if I had to do this over again I would definitely come back to FTS.”

– Susana Balenciaga

“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

“I just wanted to share the good news with you – I have passed Level III. Thank you very much for your support and teachings along the way, I could not have done it without you guys.”

– Kim-Leigh van der Westhuizen

“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 year, 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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