CFA Brochure R21 Schweser Level 3 - Kaplan
EXAMJUN2020CHARTEREDFINANCIALANALYSTLEADINGGLOBAL PROVIDEROver 23 years in offering all 3 levels ofCFA Program training in Hong Kong.Proven track record and experienceover 50 class locations.EXPERT TRAINERSSatisfaction Rate of Trainer #: 90%FLEXIBLE COURSE OPTIONSPROTECTION SCHEME*Free resit for the following examCATCH-UP VIDEOS (Unlimited access)Review or make up missed sessions anytime onlineCOMPREHENSIVE LEARNING APPROACHCEF REIMBURSABLE COURSEFOR MORE INFORMATIONkfmhkwww.kaplan.com.hk/kfm#Refers to page 8. *Refers to page 5.Non-local course registration no. 360846These courses have been included in the list of reimbursable courses under the Continuing Education Fund.The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework.It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.
THE CFA PROGRAMCFAProgramEnter theCFA Program(or equivalent)FinalYearBachelor DegreeProgramOR4 YearsKaplan Financial (HK) Limited is a member of the CFAInstitute Approved Prep Provider Program.CFA Program makes global standard for professionalsin the financial sector, from which they gain investmentknowledge and ethical principles. Earning a CFA Charter you are one step ahead of becoming a financialprofessional.CFA PROGRAM OVERVIEWAdministered by CFA Institute since 1962Generalist study and exam program for investment professionalsThree exams based on a practice-based curriculum that changesannually to meet nature and complexity of the global investmentprofessionU.S.BachelorDegreeORApproved PrepProviderValidInternationalTravelPassportMeet theProfessionalConductAdmissionCriteriaFull TimeProfessionalWork**Not necessaryinvestment relatedBECOME THECHARTERHOLDERFocus on the knowledge essential to the investmentdecision-making processRecognized as the “gold standard” in the industryWHY DO THOUSANDS PURSUETHE CFA CHARTER?GOLD STANDARDWORLDWIDECAREERENHANCINGInternational standard formeasuring competence andintegrity; clients andcolleagues regardcharterholders with apresumption of expertiseRepresents a mark of quality,proof that you have mastereda rigorous curriculum andpossessed a broad range ofinvestment knowledge; a“passport” for entry to oradvancement within s on knowledge basedon current industry practice,anticipated future trends andcompetencies essential topractice in the investmentprofessionInstant access to a globalnetwork of financialprofessionalsPass 3 Levels of Exams48 MonthsRelevant Work Experienceaccumulated before, during orafter the exam2 Sponsor Statementsfor CFA Institute & societymembership applicationBecome Regular Memberof CFA InstituteMaintainCharterholder StatusCFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial.CFA Institute, CFA and the Chartered Financial Analyst are trademarks owned by CFA Institute.
CFA Institute recommends minimum 300 hours of study time for each level. Your time commitment iscritical to success. Kaplan CFA Exam Prep will enhance your understanding of the materials but yourcommitment to out-of-classroom study is essential.EXAM STRUCTURELEVEL IMorningSessionLEVEL II3Hrs3Afternoon uestions(3 Answer Choices)LEVEL III3Afternoon HrsSession10Multiple-ChoiceQuestions(3 Answer Choices)11Item SetQuestionsItem nse Questions(Essays)3Afternoon ions18 vignettes with 6 items each8 vignettes with 6 items each3 vignettes with 4 items each3 vignettes with 4 items eachTopic Area WeightsLEVEL IEXAM TOPICEthical and Professional StandardsQuantitative MethodsEconomicsFinancial Reporting and AnalysisCorporate FinanceEquity InvestmentsFixed IncomeDerivativesAlternative InvestmentsPortfolio Management andWealth PlanningLEVEL II LEVEL 5-10%5-10%6%5-15%35-40%CFA ExamGlobal Pass Rates201941%44%56%LEVEL ILEVEL IILEVEL III201843%/45%45%56%LEVEL ILEVEL IILEVEL IIIEXAM 03/20Enrollment Fee*USD 450USD 450USD 450Registration FeeUSD 700USD 1,000USD 1,450Curriculum USD 150USD 150USD 150USD700 - 1,300HKD5,460 - 10,140USD1,000 - 1,600HKD7,800 - 12,480USD1,450 - 2,050HKD11,310 - 15,990ApproximateTotal CostExam Dates( Asia Pacific )07/06/20 (Sun)(Level I only)06/06/20 (Sat)(Level II & III)*For Level I new candidates only. Optional print version
THE CFA PROGRAMCourse StructureCANTONESEENGLISH4 - 6 Months1 - 2 Month(s)before exambefore examEDUCATIONREVISIONLearn new facts, concepts, processes,procedures, and principles18-20 SessionsRetain and remediate new knowledge throughapplication and practice54-60Hrs9 Sessions27HrsLEARNING OUTCOMESKnowledge BuildingSimulation and Practice Cover all big-picture concept vital to understand CFAProgram curriculum and provide exam-related tipsand tricks Concentrate on exam taking strategies and techniques Intensive exercises drilling with full debriefs Additional review of most difficult and tricky conceptsLEARNING RESOURCESEducation Program Slide PackPractice Questions End-of-topic Q&A (level I only)Free Schweser Classic PackageRevision Mind Maps Summarize key concepts at a glanceRevision Q&A Book Over 800 exam-standard concept checkers FREE (Retail 3,800)ONLINE ACCESS & SUPPORTING SERVICESOnline Pre-Course(enroll by 08/02/20) Start early by watching approximate 9 hours of onlineinstruction on fundamental conceptsOnline Progress Test 6 tests (level I), 4 tests (Level II & III) scheduled at keymilestones Extra questions to consolidate knowledgeSwap Class (2 quotas) Catch up missed lectures by swapping to another classOnline Education ProgramCANTONESEENGLISH Captured from Jun 2020 live Education ProgramOnline Catch-up Video If you are unable to attend a class, catch up bywatching recorded lectures from home or on campusSwap Class Catch up missed lectures by swapping to another class 6 quotas (level I), 5 quotas (level II & III) Terms and conditions apply. Access the same quality teaching (trainer's audio,annotations and visuals) as students do in livelectures, except swap class service Enjoy one-time free delivery of course slide pack toHong Kong office address Tap into trainer support via email
1 - 2 week(s)before examMOCKEvaluate retention andapplication of new knowledgeMock Exam6HrsReviewLEVEL III IPS ESSAYWORKSHOP (12 Hrs)(Recommended)3HrsPerformance Measure Practice the skills and knowledge required in real exam Trainer's post-mock debriefThe Level III exam can be the most intimidating forsome candidates because of the constructedresponse (essay-type) questions. Unlike the othertwo levels, you will be asked to take the conceptsin the curriculum and develop your own recommendations and solutions. This can be tough for alot of candidates and will almost certainly testyour ability to manage time during the test.In the IPS Essay Workshop, we will build up yourconfidence by covering a set of typical IPSquestions and demonstrating the methodologythat earn the maximum points.Exam-standard Mock Exam QuestionsGraded Answer Sheet Including Essay questions (Level III only)Answers & ExplanationsPersonalized Performance ReportsYou will learn how to : Read questions carefully Organize your work and plan before you write Write concise answers and give the graders aneasy method to grade Use of phrases and follow-up sentences Use of answer templatesOne IPS essay question will be critiqued andgraded by the trainer.Study Room Study room will be opened around 3 weeks before theexams. Details will be announced via email.Course materials: IPS Course Slide Pack (with examples) IPS Question BookPrivate TutoringUnlimitedAccessPrep at your own paceuntil June 2020 exam day!System RequirementVisit goo.gl/CZd8ZP Tailor made your own 1:1 or group tutoring withan expert trainer More intensive and focused practice comparingto regular program Customize your own schedule and study planbased on your needsContact us for assessment and price quoteTel: 2526 3686Email: hkcfa@kaplan.com
THE CFA PROGRAMPROTECTION SCHEMEYes! You are eligible if .Submita copy ofJun 2020failedexam resultWhat you willget for theDec 2020 orJune 2021 Program2FREE resit forDec 2020 Program(Level I)orJun 2021 Program(Level II & III)1Submita copy ofDec 2020/Jun 2021examregistrationnoticeAttendedClassroomFull Packagein Jun 2020with attendancerecord 70%OnlineEducationProgramUpdatedKaplan ClassMaterials(Education Program Slide Pack)Remarks:A new set of Schweser Classic Package will not be provided for Dec 2020 nor Jun 2021 sitting. At your discretion, you may purchase the updated Schweser materials at the applicable fees.1. To qualify free resit for our Dec 2020 (Level I) or Jun 2021 (Level II & III) program, you must have i) attended Classroom Full Package (including Classroom Education, Classroom Revision and Mock Exam & Review) atKaplan Financial in the Jun 2020 exam sitting and; ii) an attendance record of at least 70%, which will be based on your signature on our class attendance sheet and; iii) to submit the Free Resit Request form, Jun2020 fail notice for the same level, together with Dec 2020 (Level I) or Jun 2021 (Level II & III) exam registration notice for the same level (unsuccessful candidates only) by 31/10/2020.2. If you are eligible, you can resit the online education program and receive updated Kaplan class materials for the following exam sitting in the same level (Dec 2020 for Level I, Jun 2021 for Level II & III).UPON SUCCESSFUL ENROLLMENT (EDUCATION PROGRAM/FULL PACKAGE)Start your preparation before class commencementONLINE PRE-COURSEOur comprehensive learning program commences from10/10/19, enroll Education Program/Full Package on or before08/02/20 for our exclusive online pre-course features:Level l:Approximate 9 hours of online instruction on Fundamental FinancialReporting, Financial Maths, Basic Economics and BAII Calculator tipsLevel II & III:9 hours of instruction extracted from Jun 2019 exam seasonFREE SCHWESER CLASSIC PACKAGE*For product availability, please refer to Appendix IV.Remark: *Terms & conditions apply.Enroll Education Program/Full Package and getyour free set of 2020 Schweser Classic Packagein advance
WHAT OURSTUDENTS SAYI found that Kaplan’s prep course for the CFA program is incredibly helpful for a numberof reasons. Most importantly, we had a greatteacher - engaging, enthusiastic, helpful,and highly exam-focused.96%I’m also grateful for his detailed, step-by-stepapproaches in teaching us how to answerexam questions.Also, the catch-up videos were very helpfulfor reviewing concepts and catching thingsI had missed in class!Sarah Peterson2015 - 2016Level I & II AlumniOF OUR STUDENTSSAID KAPLAN’SCFA EXAM PREPIS USEFUL(2018 - 2019 Survey result)I think Kaplan’s prep course for the CFAProgram is very useful. It helped me toprepare for the exam in an efficient wayand saved me lots of time in understandingthe broad and heavy study materials. HEAR WHAT OURSTUDENTS SAYThey taught in a very practical way andhighlighted the key points for exam preparation.Lily Lang2014 - 2016Level I, II & III AlumniSTART YOUR PREPARATION NOW!Free ResourcesFree Seminars &Demo LectureTake advantage of these free study materials from Kaplan.Get a competitive edge in your studies with our free resources.Understand more about thecurriculum and exam tipsTrainer is here toanswer your sRegisterHereeBook / CFA Fundamentals, 2nd EditionCalculator Workshop / Texas Instruments BA ll Plus CalculatorPractice Test / Try some questionsFor MoreDemo Lectures / Have a taste of our lessonsDetailsFacebook / Latest activities & promotionsMindmap / Review core conceptsVisit: goo.gl/R9luaN
THE CFA PROGRAMTrainers’ ProfileDr. Kyle WongPhD(Cornell), CFA, FRM Over 12 years of experience in teachingCFA Level I, II and III Design, develop and deliver financialtraining programs to top financialinstitutions and MNCs Expertise in investment tools, riskmanagement, financial analysis, hedgefund, structured products, portfoliomanagement and wealth management Subject expert of CFA Level III essayquestions Trainer of the first CFA Level III IPSworkshop in Hong Kong Currently Director of Kaplan’s FinancialMarkets Division COO of Avant Capital Management, agreater China value focused hedge fund Columnist for i-Money Magazine Joined from DBS, where he was VP ofComplex Hybrid Products. Prior to that, heheld numerous executive positions atMerrill Lynch, HSBC, RBC, Citi in Canada,Singapore and Hong KongEXPERIENCEPATIENCENETWORKBACKGROUNDMr. Larry YuenMSc Risk Management Science (CUHK),MSc (ECom&IComp) (HKU),MFE (Lond), CFA, CAIA, FCA All-round trainer with extensive experiencein finance, risk management andaccounting Over 20 years of experience in thefinancial industry spanning across wealthmanagement and capital markets Held senior positions at Citi, DeutscheBank, ABN Amro, ING and Schroder Expertise in portfolio management andfund management Experienced trainer in deliveringmaster-level finance courses Numerous real-life examples to illustrateand solidify conceptsEXPERIENCEPATIENCENETWORKBACKGROUNDMr. Jonathan LauBA Econ (Cambridge), CFA Investment specialist with over 12 years of Passionate trainer who will share tips fromhis experience in passing all three levelsexperience in multi-asset investmentsof the exam in one-go Was Head of Research for 7 years atBrooks Macdonald Asset Managementbased in London with over US 13bn inassets under managementNETWORKEXPERIENCE Co-chaired the Asset Allocation Committeethat oversaw the investment process, fundselection and marco research strategy Prior to that, held positions in DeutscheBank’s corporate team and IFG, a financialservices company, where he managedPATIENCE BACKGROUNDpension funds
Mr. James LamMSc Financial Mathematics (HKUST), CFA Over 12 years of experience in the financialindustry in multi-asset classes, includingequities, derivatives, and convertibles An expert in portfolio management, riskmanagement, hedge fund, and structuredproducts Held senior positions at numerous assetmanagement firms, where he managedequity asset portfolios A passionate trainer, with extensiveexperience in valuation, financialstatements, and risk management, who candistill complex concepts into simple ideasEXPERIENCEPATIENCENETWORKBACKGROUNDMr. Chris LamBEcon&Fin (HKU)LLB (Lond), CFA, FCCA, FRM Extensive experience in finance, banking, riskmanagement and accounting Over 10 years of experience in top-tier bankscovering various products and corporates Predominantly frontline experience in thecareer with superb communication skills Familiar with all major categories ofinvestment and treasury products Expert in examination skills with a record ofpassing all papers of CFA, FCCA, and FRM inone attemptAVERAGE RATING OFTRAINERS# 90%Jun 2017-2019 Statistics# Numerous real-life applicationexamples of academic theoriesEXPERIENCEPATIENCENETWORKBACKGROUND
THE CFA PROGRAMFAQQ: Is your course suitable for me if I don’t havesolid background in Finance? Will it bedifficult for me to catch up in class?Our most complete 3-Phase learning strategy (Education Revision Mock Exam) for the CFA Program, known as FullPackage is the most comprehensive training in Hong Kong. Wenot only help you build core concepts but also take it further byenhancing exam techniques and rehearsing exam.For students who do not have background in business norstrong financial knowledge, we offer Free Online Pre-course forthose who enroll on or before early bird deadline. Approximate9 hours of online instruction on fundamental concepts helpsyou build a solid foundation and acquire key skills required toensure a smooth start.We also recommend you to begin your CFA Program journeywith our Free Resources, including CFA Fundamental eBook,Calculator Workshop etc. For details, please refer to Page 6.Q: Will you help me register the exam?You are responsible for registration of the CFA exam.If you have not done so, you can register online at:www.cfainstitute.org/programs/cfa/register. Please beware ofthe exam registration deadline indicated on Page 2.Q: How long should I prep the exam?The CFA exam is tough, CFA Institute recommends minimum of300 hours of study time for each level. Instead of expendingmore energy and time trying to figure out the complexities ofthe curriculum, outsource it to a professional like Kaplan. Soyou can study more efficiently. Our most complete CFA Program 3-Phase learning strategy (Education Revision Mock Exam) includes everything you need to maximize studyeffectiveness. The duration of our program takes 3 to 5 monthsto get you exam-ready.Q: I may not be able to attend some of thesessions. What should I do?Don’t worry, we have the best solution for you. Our OnlineCatch-up Videos and Swap Class Service are here to preventyou from missing any classes. Contact our Customer ServiceOfficer and request:Swap Class ServiceCatch up missed session by swapping to another class.Up to 6 sessions for Level I and 5 sessions for Level II &III (Education Program); 2 sessions for all three levels(Revision Course).Online Catch-up VideosEducation Program complete with trainer annotations isrecorded and available for post-class viewing anywherewith internet access.Q: Which trainer is better?Any educational program is only as good as the people whoconstruct and deliver it. We have assembled the most effective,well-respected, and competent team of professional trainers tocreate and deliver Kaplan Exam Prep.To learn more of their teaching styles and how trainers workthrough problems, you are welcome to attend our freeseminars. For dates of upcoming seminars and to register,please visit: www.kaplan.com.hk/financial-markets/events.Q: Which study solution is right for me?Majority of people would prefer following a pre-set schedule,interacting with trainer and participants, learning in aclassroom environment. Our Classroom Program has helpedthousands of candidates to prepare for the exam in thetraditional way.If you are juggling between career and study which makesattending live class almost impossible, with our OnlineProgram or Kaplan Schweser Self-study Package, you have thefreedom and flexibility to decide what fits your learning styleand condition.Q: Any pass guarantee?We understand that the qualification can be tough to pass, ifyou don’t get the result you wanted, not all is lost.Therefore we offer Protection Scheme for you. Details pleaserefer to Page 5.Q: I think your program is quite expensive.May I know why I should choose Kaplan forpreparing my CFA exam?We offer one of the highest number of hours of trainingprogram in Hong Kong. Designed around a 3-Phase learningstrategy (Education Revision Mock), all our courses areguided by academic researches on the most effective studymethod to prepare for the exam. Many providers stop in theEducation Phase. We take it further by enhancing examtechniques and rehearsing exam in the Revision Course andMock Exam.Q: I want to know more about the exam.Where can I find more information?Please contact CFA Institute, contact details as below.Hong Kong Office23/F, Man Yee Building, 68 Des Voeux Road,Central, Hong KongTel: 2868 270024-hour Info: 8228 8820Head Office in USEmail: info@cfainstitute.orgTel: 1 (434)951-5499Fax: 1 (434) 951-5262Website: www.cfainstitute.org(login to submit inquiry at website)
LEVEL I - COURSE SCHEDULEAppendix IEDUCATION PROGRAM60 hours20 sessionsCLASSROOMPT Online Progress TestRelease DateTRAINERE-LEARNINGCLASS ACLASS BCLASS CJAMES LAMCHRIS LAMJONATHAN TONESEENGLISHDATEDAYDATEDATE1Quantitative MethodsClass A1 or Class A211/02/20Tue19:15 - 22:15Class C1 or Class itative MethodsClass A1 or Class A213/02/20Thu19:15 - 22:15Class C1 or Class C217/12/1914/01/203 PT1 Quantitative MethodsClass A1 or Class A218/02/20Tue19:15 - 22:15Class C1 or Class C224/12/1924/01/204Financial Reporting and AnalysisClass A1 or Class A220/02/20Thu19:15 - 22:15Class C1 or Class C208/01/2024/01/205Financial Reporting and Analysis02/02/20Sun10:00 - 13:0025/02/20Tue19:15 - 22:1522/02/20Sat10:00 - 13:0011/02/2003/03/206Financial Reporting and Analysis02/02/20Sun14:00 - 17:0027/02/20Thu19:15 - 22:1522/02/20Sat14:00 - 17:0011/02/2003/03/207Financial Reporting and Analysis09/02/20Sun10:00 - 13:0002/03/20Mon19:15 - 22:1529/02/20Sat10:00 - 13:0018/02/2010/03/208 PT2 Financial Reporting and Analysis09/02/20Sun14:00 - 17:0005/03/20Thu19:15 - 22:1529/02/20Sat14:00 - 17:0018/02/2010/03/209Portfolio Management16/02/20Sun10:00 - 13:0010/03/20Tue19:15 - 22:1507/03/20Sat10:00 - 13:0025/02/2017/03/2010Portfolio Management Corporate Finance16/02/20Sun14:00 - 17:0012/03/20Thu19:15 - 22:1507/03/20Sat14:00 - 17:0025/02/2017/03/2011Corporate Finance23/02/20Sun10:00 - 13:0017/03/20Tue19:15 - 22:1514/03/20Sat10:00 - 13:0003/03/2024/03/2012Equity23/02/20Sun14:00 - 17:0019/03/20Thu19:15 - 22:1514/03/20Sat14:00 - 17:0003/03/2024/03/2007/04/2007/04/2013 PT3 Equity01/03/20Sun10:00 - 13:0031/03/20Tue19:15 - 22:1528/03/20Sat10:00 - 13:0010/03/2014Fixed lncome01/03/20Sun14:00 - 17:0002/04/20Thu19:15 - 22:1528/03/20Sat14:00 - 17:0010/03/2015Fixed lncome15/03/20Sun10:00 - 13:0007/04/20Tue19:15 - 22:1504/04/20Sat10:00 - 13:0024/03/2015/04/2016Derivatives15/03/20Sun14:00 - 17:0009/04/20Thu19:15 - 22:1504/04/20Sat14:00 - 17:0024/03/2015/04/2017 PT4Derivatives Alternative Investments22/03/20Sun10:00 - 13:0014/04/20Tue19:15 - 22:1511/04/20Sat10:00 - 13:0031/03/2021/04/2018Economics22/03/20Sun14:00 - 17:0016/04/20Thu19:15 - 22:1511/04/20Sat14:00 - 17:0031/03/2021/04/2019 PT5 Economics29/03/20Sun10:00 - 13:0021/04/20Tue19:15 - 22:1518/04/20Sat10:00 - 13:0007/04/2028/04/2020 PT6 Ethical and Professional Standards29/03/20Sun14:00 - 17:0023/04/20Thu19:15 - 22:1518/04/20Sat14:00 - 17:0007/04/2028/04/20Remark: Online catch-up videos are available for Education Program onlyPlease select one of these optionsCLASS A1CLASS A2Please select one of these optionsCLASS C1CLASS C2DATE01/12/19DAYSunTIME10:00 - 13:00DATE12/01/20DAYSunTIME10:00 - 13:00DATE04/01/20DAYSatTIME10:00 - 13:00DATE08/02/20DAYSatTIME10:00 - 13:0008/12/19Sun10:00 - 13:0012/01/20Sun14:00 - 17:0004/01/20Sat14:00 - 17:0008/02/20Sat14:00 - 17:0015/12/19Sun10:00 - 13:0019/01/20Sun10:00 - 13:0018/01/20Sat10:00 - 13:0015/02/20Sat10:00 - 13:0029/12/19Sun10:00 - 13:0019/01/20Sun14:00 - 17:0018/01/20Sat14:00 - 17:0015/02/20Sat14:00 - 17:00REVISION COURSE27 hours9 sessionsCLASSROOMCLASS AJAMES LAMTRAINERCLASS BCHRIS LAMCANTONESECLASS CJONATHAN LAUCANTONESEENGLISHDATEDAYTIMEDATEDAYTIMEDATE1 Quantitative Methods12/04/20Sun14:00 - 17:0028/04/20Tue19:15 - 22:1522/04/20DAYWedTIME19:00 - 22:002 Financial Reporting and Analysis19/04/20Sun10:00 - 13:0001/05/20Fri10:00 - 13:0002/05/20Sat10:00 - 13:003 Financial Reporting and Analysis19/04/20Sun14:00 - 17:0001/05/20Fri14:00 - 17:0002/05/20Sat14:00 - 17:004 Portfolio Management Corporate Finance26/04/20Sun10:00 - 13:0005/05/20Tue19:15 - 22:1509/05/20Sat10:00 - 13:005 Corporate Finance Equity26/04/20Sun14:00 - 17:0007/05/20Thu19:15 - 22:1509/05/20Sat14:00 - 17:006 Equity03/05/20Sun10:00 - 13:0012/05/20Tue19:15 - 22:1516/05/20Sat10:00 - 13:007 Fixed Income03/05/20Sun14:00 - 17:0014/05/20Thu19:15 - 22:1516/05/20Sat14:00 - 17:008 Derivatives Investments Alternative Investments10/05/20Sun10:00 - 13:0019/05/20Tue19:15 - 22:1523/05/20Sat10:00 - 13:009 Economics Ethical and Professional Standards10/05/20Sun14:00 - 17:0021/05/20Thu19:15 - 22:1523/05/20Sat14:00 - 17:00MOCK EXAMDATEDAY30/05/20Sat6 hoursTIME09:00 - 12:00 & 14:00 - 17:00MOCK EXAM REVIEWTRAINER: JAMES LAMCLASS A CANTONESEDATE04/06/20DAYThuTIME19:00 - 22:003 hoursCLASS B ENGLISHDATE03/06/20TRAINER: JONATHAN LAUDAYWedTIME19:00 - 22:00
LEVEL I - COURSE SCHEDULECLASSROOM LEARNINGClassroom Full PackageEducation RevisionMock Exam and Review Appendix IEARLY BIRD PRICEENROLLED BYORIGINAL PRICE08/02/20Card holders of HSBC VISA / Master card, andselected Amex Cards can enjoy: 14,200 12,070Schweser Classic Package (Print & Online)Education Program OnlyEducation Schweser Classic Package (Print & Online)Revision Course OnlyENROLLED BY08/02/20 12,000 9,600ENROLLED BY20/04/20 1,200Blended Full PackageOnline Education Live Revision Live Mock Exam and Review EARLY BIRD PRICE23/04/20ORIGINAL PRICE 11,180 13,000ENROLLED BYOnline Education Schweser Classic Package (Print & Online)ENROLLED BYCredit cards bearing the American Express name,brand or logo issued by its licensees in Hong Kongare eligible for the Interest Free Installment Plan.Credit Cards, Corporate Cards, and US DollarsCards issued in Hong Kong by American ExpressInternational, Inc. and all American Express Cardsissued outside of Hong Kong are not eligible forthis Interest-free Installment Plan. Please checkwith Kaplan for details.Institute Code : 519Course Title : Kaplan Financial (HK) LimitedThe following courses have been included inthe list of reimbursable courses for CEF purpose.CFA LEVEL 1 EDUCATION PROGRAMME[23Z02088-4]-Equivalent to Classroom Learning of EducationProgramCFA LEVEL 1 REVISION COURSE AND PRACTICEEXAM [23Z01762-A]- Equivalent to combination of ClassroomLearning of Revision Course plus Mock Exam &ReviewUpon "successful completion" of the course,Kaplan Financial will issue you a "Proof ofCompletion of Course" before 31/07/20."Successful completion" of the course meansthat you have attended no less than 70% of thecourse AND you have attained the passing markof 50% in the assessment.Schweser Classic Package (Print & Online)Online Education Program OnlyPlease enroll in person. Not eligible if you needCEF reimbursement.Continuing Education FundRemarks: CEF applicants and holders, please refer to Enrollment Form CC01 andits overleaf for prices and specified terms and conditions.ONLINE LEARNING6-month(HSBC) or 12-month(Amex) interest-freeinstallment for fees of 10,000 or above in singlepayment. 6,000 5,100Mock Exam and Review OnlyInterest-free Installments23/03/20 8,200 10,000Add on item (For both Classroom and Online Learning):Online Schweser Mock Exam 600 (original 800)Important: Please use Enrollment Form CC01 toenroll. You should read and understand the'Terms and Guidance Notes for CourseRegistration' overleaf before submitting theform.Other courses, services, Passlnsurance,and Schweser products are NOT CEFreimbursable.UPON SUCCESSFUL ENROLLMENT (EDUCATION PROGRAM/FULL PACKAGE)Start your preparation before class commencementONLINE PRECOURSEOur comprehensive learning program commences from10/10/19, enroll Education Program/Full Package on or before08/02/20 for our exclusive online pre-course features:Enroll Education Program/Full Package and getyour free set of 2020 Schweser Classic Packagein advanceLevel l:Approximate 9 hours of online instruction on Fundamental FinancialReporting, Financial Maths, Basic Economics and BAII Calculator tipsLevel II & III:9 hours of instruction extracted from Jun 2019 exam seasonFREE SCHWESER CLASSIC PACKAGE*For product availability, please refer to Appendix IV.Remark: *Terms & conditions apply.Kaplan Financial (HK) LimitedG/F to 3/F, E-Tech Centre, Nos 402-406 Hennessy Road, WanchaiTel : 2526 3686Fax : 2501 0589(Causeway Bay MTR Exit A)Email : hkcfa@kaplan.comwww.kaplan.com.hk/kfm
LEVEL II - COURSE SCHEDULEAppendix IIEDUCATION PROGRAM54 hours18 sessionsE-LEARNINGCLASSROOMPT Online Progress TestRelease DateTRAINERCLASS ACLASS BCLASS CLARRY YUENJONATHAN LAUKYLE WONGENGLISHCANTONESEDATEDAYClass B1or Class B222/02/20SatClass A1 or Class A2Class B1 or Class B222/02/20Class A1 or Class A2Class B1 or Class B2Class A1 or Class A2Class B1 or Class B2DATETIMEDAY1Ethical and Professional Standards Financial Reporting and AnalysisClass A1 or Class A22Financial Reporting and Analysis3Financial Reporting and Analysis4 PT1 Corporate TONESEENGLISHTIMEDATEDATE10:00 - 13:0019/12/1921/01/20Sat14:00 - 17:0030/12/1921/01/2029/02/20Sat10:00 - 13:0016/01/2030/01/2029/02/20Sat14:00 - 17:0023/01/2030/01/20Thu19:00 - 22:0023/02/20Sun10:00 - 13:0007/03/20Sat10:00 - 13:0002/03/2003/03/2025/02/20Tue19:00 - 22:0023/02/20Sun14:00 - 17:0007/03/20Sat14:00 - 17:0005/03/2003/03/2027/02/20Thu19:00 - 22:0001/03/20Sun10:00 - 13:0014/03/20Sat10:00 - 13:0009/03/2010/03/2003/03/20Tue19:00 - 22:0001/03/20Sun14:00 - 17:0014/03/20Sat14:00 - 17:0012/03/2010/03/2005/03/20Thu19:00 - 22:0008/03/20Sun10:00 - 13:0021/03/20Sat10:00 - 13:0016/03/2017/03/205Corporate Finance20/02/206Quantitative Methods7Quantitative Methods8Economics9Economics Portfolio Management10/03/20Tue19:00 - 22:0008/03/20Sun14:00 - 17:0021/03/20Sat14:00 - 17:0019/03/2017/03/2011Equity12/03/20Thu19:00 - 22:0015/03/20Sun10:00 - 13:0028/03/20Sat10:00 - 13:0023/03/2024/03/2012Equity17/03/20Tue19:00 - 22:0015/03/20Sun14:00 - 17:0028/03/20Sat14:00 - 17:0026/03/2024/03/2013Equity Alternative Investments19/03/20Thu19:00 - 22:0029/03/20Sun10:00 - 13:0011/04/20Sat10:00 - 13:0030/03/2007/04/2010 PT2 Portfolio Management14 PT3 Alternative Investments24/03/20Tue19:00 - 22:0029/03/20Sun14:00 - 17:0011/04/20Sat14:00 - 17:0002/04/2007/04/2015Fixed lncome26/03/20Thu19:00 - 22:0005/04/20Sun10:00 - 13:0018/04/20Sat10:00 - 13:0006/04/2016/04/2016Fixed Income31/03/20Tue19:00 - 22:0005/04/20Sun14:00 - 17:0018/04/20Sat14:00 - 17:0009/04/2016/04/2017Derivatives02/04/20Thu19:00 - 22:0019/04/20Sun10:00 - 13:0025/04/20Sat10:00 - 13:0015/04/2028/04/2018 PT4 Derivatives07/04/20Tue19:00 - 22:0019/04/20Sun14:00 - 17:0025/04/20Sat14:0
CFA Exam Global Pass Rates 41% 44% 56% LEVEL I LEVEL II LEVEL III 2019 43%/45% 45% 56% LEVEL I LEVEL II LEVEL III 2018 CFA Institute recommends minimum 300 hours of study time for each level. Your time commitment is critical to success. Kaplan CFA Exam Prep will enhance your underst
CFA Fundamentals—The Schweser Study Guide to Gettin g Started Chapter 1: Quantitative Method 3 of 385 Since 100 is the present value , the original deposit, we can substitute PV 0 for the 100 in the equation. 2006 Schweser Study Program FV 1 PV 0 (i PV 0)
VII: Responsibilities as a CFA Institute Member or CFA Candidate . A: Conduct as members/candidates in the CFA program . Do not cheat on, nor compromise the validity of, the CFA exam . B: Reference to CFA Institute, the CFA Designation, and the CFA Program . Do not make promotional promises or guarantees tied to the CFA designation. Do not:
November 1, 2016 Congratulations on registering for the December Level 1 Exam or the June 2017 Level 1, 11 or 111 Exam Register now for the November 19th Level 1 Mock Exam Register Here CFA Cleveland and Kaplan Schweser will give away 5 scholarships for Kaplan Schweser Exam Preparation mat
CHARTERED FINANCIAL ANALYST US CFA . -The Financial Times www.mileseducation.com #CFAMATLABMILES Earn your CFA charter with Schweser-Miles ! Title: CFA brochure miles final 22 Aug copy Created Date: 8/22/2022 2:28:53 PM .
Schweser’s Online Mock exam will be available from 21 May to 4 June 2016. Online Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of
CFA candidates come from different educational backgrounds and many walks of life. What is the Structure of the CFA Program? CFA Institute, the governing body that creates and administers the CFA exams, is headquartered in Charlottesville, Virginia. In July of each year, CFA Institute :
CFA recommendation: Adoption of the CFA Level 1 as the standard accreditation for all financial advisers in Australia. CFA Level I (Level I)1 is the first part of the three part CFA charter holder program. The Level I is a core component of the program
The success of the American Revolution inspired subsequent revolutions in both the Old and New Worlds. The French Revolution of 1789 was rooted in complex political, social, and economic causes. Politically, the king was an absolute monarch with unlimited powers to levy taxes, conduct foreign affairs, and make and enforce any law he deemed necessary. Socially, the French people were divided .
