Preparatory Course for Chartered Financial Analyst (CFA)


Course Structure


Our classroom delivery for CFA exams is made up of distinct phases.

CORE LEARNING


Phase 1 - Education Program


Our education program is designed to take candidates through the topics with clear and thorough explanation, making home study far more productive. Topics are taught with the use of worked examples throughout the course. It is designed to help you:


  • Cover the vast majority of the CFA Institute’s prescribed learning outcomes
  • Develop a good understanding of each topic
  • Focus on the key knowledge needed for the exam

 

Course Timings
The sessions are spread evenly over the months leading to the exam via a combination of weekday evenings and weekend classes. There are 20 sessions of 3-hrs each.


Course Materials
Up-to-date teaching slide packs:


  • Fully referenced to SchweserNotes™ easily integrate Kaplan studies with additional practice using Schweser
  • Each slide contains the LOS and CFA Institute curriculum book reference – remain focused on the curriculum
  • Fully worked original and unique examples to boost your conceptual awareness

 

Online Progress Tests
These online tests (multiple choice question format) allow students to gauge their level of understanding of the topics. As it is internet-based, you can attempt the tests at your own pace, in the comfort of your home or during business trips.


Online Progress Test eReview Sessions
These eReview sessions are available online after you have attempted the online progress test.


ENHANCED LEARNING


Phase 2 - CFA® FICS Supplementary Courses (Applicable for Level 1 students only)


To fulfil the FICS framework requirements, Kaplan Financial has designed a curriculum to provide candidates with an overview of the financial services industry and enhance their knowledge on technical analysis, financial reporting and analysis, money markets, commodities and collective investment scheme. These courses will provide non-industry candidates with basic understanding of the financial services industry and prepare them for the CFA Level I examination.


Phase3 - Revision Course


Apart from a lack of understanding of topics, many candidates find the CFA® exams difficult due to poor exam technique. Our revision courses aim to cover topic areas in overview with additional detailed review of the more challenging concepts. This is backed up with question practice and debriefs to ensure you are comfortable in applying your knowledge to exam standard questions. Our lecturers will ensure that you feel prepared for the style, format and challenges that await you on the day of the exam.


Our Revision Course is designed to help you:

  • apply knowledge in questions and reinforce exam techniques
  • focus on topics you feel weak
  • develop your exam strategy
  • crystallise and refresh the understanding of topics
  • obtain an overview and debrief
  • revisit some tricky and difficult concepts

Course Timings
The 8 sessions (3-hr each) are spread over 3-4 weeks leading to the exams.


Non-Education Program Candidates
Our revision course is built up on the knowledge learned during our Education Program. Non-education program candidates are welcomed to join but to truly benefit from our revision course, you are encouraged to have a thorough understanding of the topics through your own self-study.


Course Materials

  • Mindmap - exclusive tool at Kaplan which have been receiving overwhelming response each year. It presents concepts in a diagram with linkages. An effective tool to give you an overview of each study session and the key topics and facts at a glance
  • Revision Question Banks - apply your knowledge to over 800 questions with answers and explanations. Free mock exam Q&A is included

Phase 4 - Kaplan Schweser Online Mock Exam and Multimedia Tutorial


Schweser’s Online Mock Exam will be available from 22 May to 5 Jun 2010. Upon registration, candidates will receive their login information.

After taking the Kaplan Schweser Mock Exam, candidates can login to a secure Mock Exam website to receive:


  • Written explanations for the correct answer choices
  • Their relative rank among others who input their answers
  • Evaluation of their performance by topic area
  • Screen showing correct and incorrect answers to facilitate review of missed questions


There will also be an online Mock Exam Multimedia Tutorial (10+ hours of content) that allows candidates to get a voice and video explanation of the underlying curriculum material for questions they have missed.

For example, a candidate who missed a question on “Swaps” can switch from the printed question view to the multimedia tutorial and get a review of the relevant points about swaps characteristics, valuation, and other equivalent derivatives.


The CFA Program curriculum is delivered in a candidate-friendly format, organised into study sessions to help you schedule your preparation time. This allows busy investment professionals to earn the gold standard designation without leaving their current jobs.


SELF STUDY


Kaplan Schweser CFA Study Packages
Kaplan Financial and Kaplan Schweser - an unbeatable combination in CFA® training.

Kaplan Financial and Kaplan Schweser are part of Kaplan Inc., which brings together an unbeatable combination of the best of CFA® training and CFA® learning materials. Kaplan is the longest established training provider for CFA® courses in the UK and Asia, and Kaplan Schweser is widely recognized as the world’s leading provider of CFA® Exam Review Materials.


Click here to purchase online


There are three key elements of any study plan: LEARN • PRACTICE • RETAIN™


The pursuit of any professional designation is an ambitious journey. The rigorous exam process requires a multitude of study hours and a serious commitment to learning. It is simply not enough to read a few books and hope for the best on exam day…and between work, family, friends and other responsibilities, finding time and energy to study can be difficult at best. Let Kaplan help you make the most of the time you have available to study, guiding you through the curriculum with maximum efficiency and effectiveness.


We recommend a proven study plan based on a LEARN • PRACTICE • RETAIN™ approach to the curriculum. Our study materials and instructional offerings are designed to help you:


  • LEARN the curriculum through our concise study materials, seminars and courses
  • PRACTICE with our sample questions and practice exams, and
  • RETAIN critical information using our review materials