| Searching for CFA ® training? Then you've come to the right place! |
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| What's the CFA ® Charter |
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The CFA ® Charter, awarded by the Institute of Chartered Financial Analyst ® s (CFA ® Institute), is regarded as the designation of professional excellence within the global investment community. |
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The CFA ® designation is one of the fastest growing professional credentials in the world and is a globally recognized standard for measuring the competence and integrity of investment professionals. |
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First awarded in 1963, the CFA ® charter has become known as the designation of professional excellence within the global investment community. |
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Because the CFA ® Program’s rigorous curriculum emphasizes principles common to every market, employers and clients recognize that professionals with the CFA ® designation have a thoroughly global investment perspective and a profound understanding of the global marketplace. With such widespread recognition, CFA ® charterholders earn a significant competitive advantage for international employment. |
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A-three-stage-exam is conducted to probe the basic knowledge of financial analysts in relation to the professional investment principles and the candidate’s ability to apply these principles across all areas of the investment decision-making process, the way making them master the disciplines of e.g. economics, portfolio management, evaluating and analyzing equity and securities. |
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The curriculum and examination process are intended to provide CFA ® exam candidates with ethical standards of practice, and an in-depth understanding of investment analysis and portfolio management skills. |
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| Global Consultants' Role in the CFA ® Certification Process |
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Global Consultants Co., W.L.L. offers CFA ® training courses for those individuals interested in earning the prestigious Chartered Financial Analyst ® designation.
Thus, we are keen on providing professionals wishing to be CFA ®s with the required knowledge set by the CFA ® Institute in order to pass the CFA ® exams. |
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Basic Information about the Review Course |
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| Learning System Language |
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English |
| Course Language |
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English |
| Review Level |
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Level One |
| Test Location |
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Kuwait (June Exam), & Abu Dhabi (December Exam) |
| No. of
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32 sessions including 2 mock exams Bi-weekly, on Saturdays and Tuesdays, 3 hours/session |
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Fully Equipped Training Facility |
| Registration |
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For enquiry, registration & getting the registration form, please |
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Contact our training coordinators at 182 82 83, extensions 17, 18, 20 |
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Fax us at 22426532 |
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Value of CFA ® Certification |
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Employers and media around the world acclaim the CFA ® designation as the standard professional excellence. This is due to the following facts: |
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On the corporate level: |
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The global investment community at large recognizes the CFA ® designation as a symbol of professional excellence. |
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Many investors include the CFA ® charter in the criteria they use to select the firms and individuals who manage their financial assets. |
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Global recognition of the CFA ® Program gives employers and investors an internationally relevant standard for measuring the competence and integrity of investment professionals |
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On the personal level: |
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Virtually no other designation within the profession of investment management carries as much prestige as the CFA ® Charter. |
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Registering for the CFA ® Program places you in the company of more than 100,000 investment professionals around the world, all of whom are committed to excellence in their chosen professions. |
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Targeted Participants |
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Candidates to obtain CFA ® certification include several professionals in the investment profession, most importantly the following: |
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Financial Analysts |
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Company CEOs |
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Invest company managers |
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Investment department managers in shareholding companies and banks |
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Investment portfolio managers |
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Strategists |
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Asset Valuation professionals |
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Investment academic professionals |
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CFA ® Review Material based on Schweser Learning System |
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The SCHWESER Learning System is adopted by CFA ® candidates and charterholders for its high quality for about two decades and is designed to flexibly deepen the body of knowledge relevant to investment valuation and investment portfolios management and securities. |
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It also upgrades the professionals' skills in these fields. In addition, it reflects a Body of Knowledge that keeps pace with the ever-changing dynamics of the global investment community. |
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This broad-based Learning System of the CFA ® Program compels you to build a working knowledge of principles across core areas of the investment industry, from quantitative analysis and economics to portfolio management and asset valuation. |
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This Learning System develops and reinforces a fundamental knowledge of investment principles. The Learning System emphasizes the knowledge and skills needed to be involved in asset valuation or portfolio management. |
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Global Consultants conducts the CFA ® Certificate Review Courses based on three levels. In this context, Level one is constituent of the following modules. |
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Module |
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Topic |
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Ethical and Professional Standards |
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Quantitative Methods |
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Economics |
IV |
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Financial Reporting and Analysis |
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Corporate Finance |
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Equity Investment |
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Fixed Income |
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Derivatives |
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Alternative Investments |
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Portfolio Management & Wealth Planning |
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Please to view the Topical Outline of CFA ® Candidate Body of Knowledge (CBOK) |
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| 5. |
Eligibility to Sit for the CFA ® Exam |
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Those who wish to sit for the CFA ® Exam should fulfill the following requirements: |
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Have a U.S. bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s degree program at the time of registration |
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OR |
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have four years of qualified professional work experience or a combination of work and college experience that totals at least four years. |
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Complete the registration and enrollment form and pay the required fees |
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Meet the professional conduct admission criteria |
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Be prepared to take the examinations in English |
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Important for CFA ® Exam Candidates |
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Enrolling for the first exam (Level I) also registers you as a Candidate in the CFA ® Program (organized by the CFA ® Institute. |
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Therefore, even if you do not study the review course with any provider, the CFA ® Institute considers you enrolled in its own CFA ® Program |
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If you are not a bachelor degree holder, scheduled to receive a bachelor's degree as those who successfully complete Level I of the CFA ® examination will not be allowed to progress to Level II until CFA ® Institute receives degree confirmation |
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Summer, part-time and internship positions do not qualify to sit for the CFA ® Exam |
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| Candidate Responsibilities |
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When you enroll in the CFA ® Program, you will have to meet the professional conduct admission criteria |
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So candidates will be asked, during the application process, to sign the statements to show their commitment to the CFA ® Institute and |
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As part of the enrollment and registration process, you must sign a and agree to adhere to the policies and procedures in force, including the . |
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Registration for the CFA ® Exam usually opens about 11 months before each exam, to give you enough time to study and ensure that you get that six months of preparation. |
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| Completing the CFA ® Program exams can take you as little as 18 months. But on average, it takes about four years to earn a CFA ® Charter. |
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The CFA ® Institute is changing the format of the multiple-choice and item set questions on CFA ® exams from four answer options to three. This change will be effective on the 2009 CFA ® exams |
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The Exam duration is 6 hours interrupted by breaks |
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Reviewing your Exam Confirmation E-mail.
It is your responsibility to review your exam confirmation e-mail to confirm your exam date and test center selection. Carefully review your chosen test center to ensure that you have requested the correct test center location and code. |
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Changing your Personal Information.
You must notify us of any personal information changes. for address, e-mail, or phone number. Submit a (PDF) to change your name. Failure to do so may prevent or delay receipt of important information. Changing your address will not change your test center. |
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Changing a Test Center Location.,
The CFA ® Institute accepts requests to change test center locations up until 75 days before exam day. Any requests received after that date will be considered on a case-by-case basis. Find out how to request a . |
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Candidates must wait to receive their examination results before enrolling for the next examination because the results will determine whether a candidate must repeat the current level or advance to the next level |
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| 7. |
Steps Towards Earning the CFA ® Charter |
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| 7.1 |
Enroll In The CFA ® Program And Register For An Examination via |
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Decide you want to take your exam |
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Visit to register online or to print the necessary forms |
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Sign and complete the Professional Conduct Inquiry. |
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Fulfill basic entrance requirements (See Eligibility Requirements above) |
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Know your |
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Complete the online application |
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Important Learning Tools To Prepare For The CFA ® Exam |
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Candidate Preparation Toolkit |
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Enrolled candidates may access an online toolkit providing complete information on preparing for the examination. |
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Reading assignments compose the core of study and are the basis for the examination questions. |
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Learning outcome statements provide candidates with a gauge of their examination preparation. |
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Study sessions organize exam preparation around learning outcome statements. |
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Sample and mock exams further measure a candidate’s readiness for the actual examination. |
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Preliminary Readings |
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If you are like most CFA ® candidates, your job is highly specialized and your professional experience is concentrated in one or two disciplines, to the exclusion of other areas.
For this reason, recommended preliminary readings allow candidates to review or build an understanding of fundamental concepts before moving on to the actual readings, which explore the concepts in greater depth. |
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| 7.2 |
Sequentially Pass CFA ® Level I, Level II & Level III Exam |
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At Level I, candidates are asked basic knowledge and comprehension questions and must perform some analysis. At Level II, the emphasis is on analysis and application, while Level III focuses on synthesis and integration. Some more details comprise the following: |
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Level I |
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Tools and concepts that apply to investment valuation and portfolio management |
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Basic concepts regarding securities and markets |
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CFA ® Institute Code of Ethics and Standards of Professional Conduct |
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Level II |
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Asset valuation |
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Application of tools and concepts of investment valuation |
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Industry and company analysis |
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CFA ® Institute Code of Ethics and Standards of Professional Conduct |
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Level III |
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Management of institutional and individual portfolios |
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Management of specific asset class portfolios |
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CFA ® Institute Code of Ethics and Standards of Professional Conduct |
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Sample Questions |
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To allow candidates to survey the rigor and question formats of each exam, the CFA ® Institute has several sets of sample questions. |
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(PDF) |
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(PDF) |
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(PDF) |
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For more relevant candidate preparation, learn more about the . |
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| 7.3 |
Join the CFA ® Institute as a Member via |
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Provide current completed sponsor forms. |
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Sign and complete the Professional Conduct Statement. |
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Sign and agree to comply with the terms of the Member’s Agreement. |
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Meet the work experience requirements. |
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Apply for membership in a CFA ® Institute member society |
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| 7.4 |
Process for CFA ® Institute Membership |
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Those who wish to be members of CFA ® Institute are required to log in to CFA ® Institute website for registration. It is very important to note that application to Membership will not be accessible except after passing CFA ® Exam, Level One.
For details about Membership with CFA ® Institute, Please (registration, the following takes) |
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| 7.5 |
Exam Schedule |
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CFA ® Exam for Level One is offered twice a year in June and December and is composed of multiple-choice questions |
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CFA ® Exam for Level Two is offered in June only, and is composed of item-set questions. |
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CFA ® Exam for Level Three is offered only in June only, and is composed of item-set and essay questions |
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| 7.6 |
Exam Schedule & Registration Fess |
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The following Schedule provides the Fees and Registration details |
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| June 2009 CFA ® Exam |
| Levels I, II, and III |
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16 Mar 2009: |
Closed |
| Returning candidates pay only the exam registration fee. |
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| December 2009 CFA ® Exam |
| Level I |
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Payment Deadlines |
Enrollment |
Exam registration |
Total Cost ($) |
Equivalent in KD |
Notes |
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16 Mar 2009: |
390 |
600 |
990 |
297 |
Only for one day |
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21 Aug 2009: |
390 |
690 |
1078 |
323 |
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15 Sep 2009: |
465 |
930 |
1395 |
418 |
Only for one day
Last day for registration |
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* Returning candidates pay only the exam registration fee.
* Any changes to IMA credit policy described above is only the responsibility of the CFA ® Institute. |
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| “CFA Institute does not endorse, promote or warrant the accuracy or quality of the review course. CFA ® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.” |
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