CFA® - the gold standard in finance education
The Chartered Financial Analyst (CFA®) credential has become the most respected and valued credential in the global finance community.
The CFA® qualification has set the standard for professionalism and quality and is a long-term investment into the careers of each graduate. Currently there are more than 90,000 CFA® charterholders working around the world. Holding the CFA® charter illustrates the required endurance, flexibility and hard working mentality, which is required in the fast – evolving global financial industry. To extent the publicity in Austria, the Controller Institute has established an exclusive cooperation with CFA Society Austria, the Austrian chapter of the international CFA Institute. This association represents all CFA®s and sets international standards for professionalism and ethical behavior in the financial industry. For the CFA® Program the candidates have to succeed three exams/levels (Level I, Level II, Level III) in the predefined order. The CFA Institute recommends a minimum of 300 hours of preparation per level.
Results from the past have shown that self-study may not be enough to succeed on the CFA® exam. Candidates need guidance to focus on the important topics, expert instructors – and perfectly structured study materials.
Controller Institute and CFA Society Austria thus offer a comprehensive study solution, which provides a perfect framework for a successful CFA® exam. This solution consists of excellent preparation courses and effective study packages. High satisfaction rates of delegates having attended these preparation courses show the success of this program – measured both in terms of effectiveness and efficiency of preparations as well as achieved results in the CFA® exams.
Targets and principles of teaching
- In each level of the preparation courses we offer clear and comprehensive study notes that cover all of the required Learning Outcomes (LOS).
- The covered topics are taught in an easy-to-understand and effective way, which supports remembering such enormous information as simple as possible.
- Classroom slides refer to the CFA Institute Curriculum and also to the Schweser Notes. This improves transparency and provides the possibility of combining different study materials.
- The experienced instructor shows methods and techniques which are helpful for answering the tough, multiple-choice questions in the short time.
- Question-and-answer session plus the exchange with other delegates are also part of the preparation course.
This intensive workshop addresses all candidates who have already started with preparation and want to take the exam soon. To benefit most from the course, the participants already need to be familiar with the content, but the course assumes no prior knowledge This course does not compensate for this learning investment, but helps you to translate your learning efforts into the best test result.
Preparation Course – CFA® Level I
The CFA® Level I exam contains comprehensive questions, focusing on investment valuation and portfolio management. Besides you have to be aware of how these processes fit within the guidelines of the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA® Level I exam is an extremely challenging test – excellent knowledge and time management skills are key.
1st day: Quantitative Methods
2nd day: Quantitative Methods and Economics
3rd day: Economics/FRA SS7&8
4th day: FRA SS9
5th day: Corp Fin/Port Man/Equity/Fixed Income
6th day: Fixed Income/Derivatives
Preparation Course – CFA® Level II
CFA® Level II requires an intensive level of understanding of the tools and techniques which were part of the Level I curriculum. Besides candidates are expected to demonstrate applications in asset valuation within the context of the Code of Ethics and Standards of Professional Conduct.
1st day: Quantitative Methods and Economics
2nd day: Economics/FRA
3rd day: FRA/Corporate Finance
4th day: Equity
5th day: Fixed Income/Alts/Derivatives
6th day: Derivatives/Portfolio Management
Preparation Course – CFA® Level III
The CFA® Level III exam concentrates on the curriculum from Level I and Level II and is applying it to real-life situations. The analytical methods and all the concepts are combined and are tested in a range of applications for effective portfolio management and wealth planning.
1st day: Introduction to the L3, Behavioural Finance, Portfolio Management – Private Wealth
2nd day: Portfolio Management – Private Wealth (continued), Portfolio Management – Institutional, Economics, Asset Allocation
3rd day: Asset Allocation (continued), Fixed Income part 1
4th day: Derivatives Trading, Monitoring & Rebalancing
5th day: Trading, Monitoring & Rebalancing (Contd.)
6th day: Performance Evaluation, Overview of Alternative Investments, Introduction to GIPS