ABOUT Charted Financial Analyst CFA ®

The CFA ® program is designed to empower professionals, undergraduate and graduate students who seek a career in wealth management, financial planning and investment management. The program is recognized globally and offers opportunities for Charter holders to seek employment everywhere in the world.

How to become a CFA Charter Holder?

To qualify you need to register and write the following exams: CFA Level I, CFA Level II & CFA Level III

DURATION: Minimum 3 Years

CFA Level I (1 Year) I CFA Level II (1 Year) I CFA Level III (1 Year)

ENTRY REQUIREMENTS TO SIT THE CFA LEVEL I EXAMS

Have earned a bachelor's (or equivalent) degree, or be in their final year of a bachelor's program.

· Have accumulated four years of applicable professional work experience (not required to be investment related).

KEY SUCCESSFUL FACTORS

Before the program it is expected that candidates have background knowledge in the following areas:

Statistics (measures of central tendencies, hypothesis testing, probability and measures of central tendency)

Economics (Micro and macro economics models, demand and supply)

Accounting (balance sheet, income statement, Double entry)

Study Options

We prepare learners to sit the exam through the following flexible study methods:

Part-time Saturday and Sunday Classes (9:00 - 16:00)

Part Time Evening classes (Tuesdays and Thursdays) (18:00 - 20:00)

Full Time (Monday to Friday) (9:00 - 16:00)

Study Packages

In-house

Distant Learning

Revision Package

WHO SHOULD ENROLL FOR THE PROGRAM?

Anyone interested in pursuing a career in Financial Planning, Investment Management, & Wealth Management

COURSE STRUCTURE

The program is structured as follows:

1. Classroom/Online Sessions: 3 days sessions spread across 4 months - covering all the syllabus

2. Revision Sessions: 3 days revision session - practice exam level questions (2 or 3 weeks before the exams)

3. Mock exam: Candidates take the Schweser Mock Exam which is almost a reflection of the CFA examination

STUDY MATERIAL/SYLLABUS

Kaplan Schweser Book 1/Module 1: Ethical and Professional Standards and Quantitative Methods

Kaplan Schweser Book 2/Module 2: Economics

Kaplan Schweser Book 3/Module 3: Financial Reporting & Analysis

Kaplan Schweser Book 4/Module 4: Corporate Finance, Portfolio Management and Equity Investments

Kaplan Schweser Book 5/Module 5: Fixed Income, Derivatives and Alternative Investments

Teaching phase study options

8 weekdays, 8 Fridays, 8 Saturdays or 16 evenings

Phase 1 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

Quantitative Methods
Equity
Ethics (overview)

Phase 2 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

Financial Reporting & Analysis

Phase 3 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

Fixed Income
Derivatives
Alternative Investments

Phase 4 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):

Economics
Corporate Finance
Portfolio Management

Revision phase

The revision phase pays particular attention to focused exam preparation and improving your exam technique.

3 consecutive weekdays
3 consecutive Fridays

OR 3 consecutive Saturdays

ASSESSMENT/CERTIFICATION/AWARDING BODY

Learners are required to write a final examination. The Certification body for the Chartered Financial Analyst professional qualification is the CFA Institute in the USA.

THE TUITION/STUDENT SUPPORT CENTRE

Spectrium is a leading provider of educational, corporate and professional training services in Accounting and Finance. The company has established itself as one of the leading independent training companies to offer courses globally. We prepare students for professional accountancy and financial exams including the ACCA, Global MBA, CIMA, CFA, CPA, IFRS and alike.

Support lectures are run by Spectrium’s Faculty of Finance and Accounting, located in Braamfontein, Johannesburg. Spectrium is a recognized and listed CFA Student Support Centre.

OUR UNIQUE TEACHING MODEL

Our learning model is characterized as being interactive and dynamic. It taps into the experience; insights and knowledge which enable participants develop a shared language and an understanding of the company's mission, values, businesses, challenges, and opportunities as well as the key performance areas. This sense of camaraderie helps build effective professional and personal peer networks that are based on trust, communication, and cooperation.

PROGRAMME STARTING DATES

All Full & Part Time Certificate courses start first week of the following months:
February
July
November
Distant Learning can start at anytime
Learnership can start at any time
Revision Courses: See Timetable

To Register for our Exam Preparatory Workshops call us on: Tel: 011 339 1746

Disclaimer

“CFA Institute does not endorse, promote or warrant the accuracy or quality of Spectrium Graduate School of Business. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.”