FTS class in action

Level III CFA® Training

(For Levels I and II select from the CFA® 16 Week Courses menu above)

16-Week Live Class

CFA Institute

 

CFA® Program Overview

The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behaviour. CFA Institute determines the curriculum, administers the exam, and awards the charter. Known as the "gold standard" amongst financial industry professionals, the CFA charter is recognized as a significant benchmark within the financial community. A quote from The Financial Times reads: “Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.” The CFA Institute describes its program as a “globally recognised, graduate level curriculum that links theory and practice with real-world investment analysis and portfolio management skills.” The program focuses on portfolio management, asset valuation, financial reporting and corporate finance.

The CFA Program consists of a series of three examinations (Levels I, II, and III) that are offered annually in June, with the exception of Level I candidates who also have the option of sitting for the exam in December. Only one level can be written per year.

 

Level III CFA®: 16-Week Live Course – Johannesburg, South Africa

Financial Training Solutions is proud to partner with Kaplan Schweser! With over 25 years as the proven global leader in CFA review, Kaplan Schweser is uniquely qualified to show you the way. Kaplan Schweser has constructed the most effective and comprehensive study packages in the industry and has helped hundreds of thousands of candidates prepare for the CFA exam. Financial Training Solutions and Kaplan Schweser are members of the CFA Institute Approved Prep Provider Program.

Kaplan Schweser

With Kaplan Schweser’s weekly classes (totaling over 60 hours), you will be guided through the entire CFA curriculum with an expert instructor. The classes will take you through all the important topics and drive the key concepts home to help you retain vital information. Structured, focused, motivated… this traditional in-class experience can help you pass the CFA exam – The First Time!

Lecture Details

Tuesdays, 16 January – 2 May 2018 (please see schedule below)
5:00pm — 9:00pm

Venue

Old Mutual Square
93 Grayston Drive, Sandton

Instruction

Your success on the CFA exam depends on quality instruction… and Schweser's classes are presented by the best of the best in the business. Our Live Weekly Class instructors are CFA charterholders with years of experience teaching CFA-related courses.

2018 Johannesburg Weekly Schedule, January – May class – Level III

NO. DATE TOPIC STUDY SESSION
1 16 Jan Behavioral Finance /
Private Wealth Management
3
4
2 23 Jan Private Wealth Management 4, 5
3 30 Jan Portfolio Management for Institutional Investors 6
4 6 Feb Portfolio Management for Institutional Investors /
Capital Market Expectations
6
7
5 13 Feb Portfolio Management for Institutional Investors /
Applied Economics
7
6 20 Feb Asset Allocation 8
7 27 Feb Asset Allocation 8, 9
8 6 Mar Asset Allocation 9
9 13 Mar Equity /
Alternative Investments
12
13
10 19 Mar Fixed Income 10
11 27 Mar Fixed Income 11
12 3 Apr Risk Management 14, 15
13 10 Apr Risk Management 15
14 17 Apr Trading, Monitoring, and Rebalancing 16
15 24 Apr Evaluation
How to study GIPS® / Review / Exam Tips
17
18
16 2 May Extra Lecture  

We have 3 training options:

PRODUCT OPTION 1:
16-week Live Class and
Schweser Essential
Study Package,
including Schweser Videos
OPTION 2:
16-week Live Class and
Schweser Essential
Study Package
OPTION 3:
16-week Live Class
and no Schweser
material
16-week Live Class
Schweser Class Slides
Schweser Videos
SchweserNotes™ (5-volume set)
6 Full-length Practice Exams, Vol 1
6 Full-length Practice Exams, Vol 2
SchweserPro™ QBank
Schweser’s QuickSheet™
Schweser Study Planner
Price excl. VAT: R16 250 R14 950 R8 150
VAT R2 275 R2 093 R1 141
Price incl. VAT: R18 525 R17 043 R9 291

If you are selecting Option 1 or 2, our recommendation is to enrol early so that you can receive your Schweser study material as soon as possible so that you can begin your preparations. The Schweser study material is currently available.

Flexible payment options are available by arrangement. However, full payment secures your place. The prices do not include CFA Institute registration and exam fees. You need to register on the CFA Institute website (www.cfainstitute.org) and pay them the registration and exam fees.

To enroll for the course, you need to download the enrolment form below, complete it and email it to us with your proof of payment. The banking details are on the enrolment form. We do currently have space for the course.

 

Description of Schweser products:

  • Schweser Class Slides
    The Schweser Class Slides contain printouts of all PowerPoint slides presented at the lectures. The Class Slides contain coverage of all Learning Outcome Statements (LOS). LOS and CFA text references are included on all slides.
  • Schweser Videos
    The Schweser Videos (totaling over 48 hours) are recorded classes by expert international Schweser instructors covering all the Learning Outcome Statements (LOS) of the curriculum. These are available to view at any time, and are there to cover any sections not covered in class, to reinforce any points covered in class, or if you miss any lectures.
  • SchweserNotes™
    This 5-volume set contains complete coverage of all Learning Outcome Statements, exam tips and strategies, end-of-reading concept checkers, end-of-topic self tests and formula sheets.
    • Book 1: Ethical & Professional Standards, Behavioral Finance, and Private Wealth Management
    • Book 2: Institutional Investors, Capital Market Expectations, Economic Concepts, and Asset Allocation
    • Book 3: Fixed Income Portfolio Management, Fixed Income Derivatives, and Equity Portfolio Management
    • Book 4: Alternative Investments, Risk Management, and Derivatives
    • Book 5: Execution, Monitoring, and Rebalancing; Evaluation and Attribution; and Global Investment Performance Standards (GIPS®)
  • 6 Full-length Practice Exams, Vol. 1 & 2
    Each exam mimics the length, format, and difficulty of the actual CFA Exam, and provides detailed solutions. Each volume contains 6 full-length practice exams.
  • SchweserPro™ QBank
    QBank reinforces your knowledge and understanding of the CFA curriculum with a powerful question bank that allows you to review thousands of multiple choice questions, build full-length exams and take practice exams.
  • Schweser’s QuickSheet™
    This foldable, 6-page, laminated document includes key formulas, definitions, and concepts for a quick review of every major topic in the CFA curriculum.
  • Schweser Study Planner
    Create a daily, weekly, and monthly study plan based on your selected start date. This study tool takes the guesswork out of creating a prep plan that suits your schedule.

 

Some comments from candidates on our courses:

“The Schweser package of notes, weekly classes and review materials was integral to [my] success [on] the CFA exams. There is no way I could have passed without Schweser!”

 

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Financial Training Solutions or Kaplan Schweser. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.