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Earn Your CFA ® Charter

TRAINING/CONSULTING:AFRIQUE-EUROPE-MENA. Date de démarrage CFA LEVEL 1 3 ème Promotion:20/9/2012. Earn Your CFA ® Charter. The most respected credential in the global financial community. A PARTIR DU 2/6/2012 LES EXAMENS CAF LEVEL1,2,3 SE DEROULEONT A CASABLANCA !.

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Earn Your CFA ® Charter

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  1. TRAINING/CONSULTING:AFRIQUE-EUROPE-MENA Date de démarrage CFA LEVEL 1 3èmePromotion:20/9/2012 Earn Your CFA® Charter The most respected credential in the global financial community A PARTIR DU 2/6/2012 LES EXAMENS CAF LEVEL1,2,3 SE DEROULEONT A CASABLANCA !

  2. PS INGENIERING MOROCCO • Fondée en 2004, PS INGENIERING Morocco est une société spécialisée dans le conseil et la formation. Elle bénéficie du track record de son réseau d’experts internationaux et a noué des partenariats en Europe ( Londres,Genève et Paris) aux USA (LOS ANGELES) et en Afrique du Nord et en UEMOA. • Nos métiers sont organisés autour des pôles  suivants: • PSIM “Ingénierie Financière & PrivateEquity “ • PSIM “Valorisation financière et valorisation des marques” • PSIM “Global Banking”, SI et Gestion des risques” • PSIM Certification internationale CFA Level 1,2,3 • PSIM PRINCE 2 • PSIM ITIL V3 • PSIM FRM • PSM certification international PMP CAPM Management de projet • PSIM assurance et reassurances. • PSIM Team building

  3. PS INGENIERING MOROCCO

  4. PS INGENIERING MOROCCO

  5. PS INGENIERING MOROCCO

  6. PS INGENIERING MOROCCO

  7. PS INGENIERING MOROCCO

  8. PS INGENIERING MOROCCO

  9. PS INGENIERING MOROCCO

  10. PS INGENIERING MOROCCO

  11. RESEAU EXEPRTS EXPERTS PSIM

  12. Today’s Topics • CFA Institute • CFA Program and Exams Successful candidates start early!

  13. The CFA Program • The CFA Institute • Global, not-for-profit association of investment professionals, promoting the highest ethical standards, and ongoing professional education and development • The CFA® charter • Developed by the CFA Institute • Graduate-level self-study course • Three program levels and three exams • Other program requirements

  14. Increasing Relevance of CFA Charter • Rapidly changing industry demanding: • Higher ethical standards • Demonstrated understanding of investment & risk management principles and applications • Growing benefits for CFA candidates and members: • Career services (Jobline, Career Center, Career Conferences) • Continuing education & professional development (Educational Conferences, publications, webcasts, podcasts,) • Keep abreast of industry developments (CFA Refresher readings, daily financial news-briefs, book summaries) • Networking and volunteer opportunities • Society programs (Social and topical) • Licensing and exam waivers • Member directory access

  15. Charterholders put it this way • Better career opportunities • Respected by employers • Higher compensation • Valuable with or without an MBA • Key differentiator in the marketplace

  16. Global Enrollment Growth CFA® candidate registrations have climbed steadily the past 20 years, from approximately 10,000 candidates in 1990 to more than 200,000 in 2009

  17. Geographical Distribution • Global diversification of candidates has risen rapidly with the popularity of the CFA designation • In 1996 for example, CFA candidates in the Americas accounted for 70% of all registrations; in 2008 that number fell to 41%. • Source: CFA Institute

  18. Candidate Enrollments (for December 2007 and June 2008 exams) U.K. 11,575 Korea 7,366 Canada 14,576 Europe 28,216 Hong Kong 12,052 U.S. 55,959 P.R. China 15,946 Taiwan 3,414 Middle East & Africa 10,025 Singapore 7,767 Latin America 2,916 Australia 4,123

  19. Careers in Finance • Investment management • Investment banking • Commercial banking • Corporate finance • Financial planning • Real estate • Insurance

  20. Charterholder positions • Portfolio manager • Buy- and sell-side research analyst • Financial consultant • Manager of Managers • Chief investment officer • Investment banker • Private banker • Relationship Manager • Risk manager • Financial advisor/broker

  21. Firms Hiring Charterholders Hedge Funds 4% Other 16% Consulting Firms6% Insurance Companies 6% InvestmentManagement Firms40% Banks and Brokerage Firms 28%

  22. How Can I Become a CFA Candidate? Basic requirements • Have a U.S. bachelor’s degree or equivalent or be in final year of your bachelor's degree program or four years qualified professional work experience or a combination of the above • Meet professional conduct admission criteria • Be prepared to take the exams in English • Register and pay fees

  23. Achieving Your Charter • Enroll in the CFA Program • Pass all three CFA exams • Meet work experience requirements • Become a regular member of CFA Institute and apply for local society membership To maintain your status: • Must comply with CFA Institute conditions, requirements, policies, • Submit an annual Professional Conduct Statement • Pay annual membership dues.

  24. CFA Program Candidate Body of Knowledge™ The CFA Program

  25. CFA INSTITUTE Constituent Statistics Number of members: 100 845 Countries with members: 141 Number of societies: 135 Countries with societies: 58 Number of charterholders: 90379

  26. Programme

  27. Planning • Le programme comporte 90 heuresde cours, à raison de 10 heures par semaine réparties comme suit: • Vendredi : 3 heures 19h-22h • Samedi : 7 heures 9h-12 / 13h-17h • DEMARRAGE CFA LEVEL 1:20/9/2012.

  28. Coût de la formation • 32.500 dhs ht payable avant le démarrage du processus de formation. • Ce coût il englobe uniquement la phase de préparation à l’examen. • Le coût d’enregistrement à l’examen englobe également la livraison des 6 ouvrages de référence. • (Voir tableau ci-dessous).

  29. 2012 Exam Schedule LEVEL 1

  30. PLANNING DE PREPARATION CFA LEVEL 1 Début Juin à début septembre • analyse des compétences déjà acquises et planning individualisés de vacances studieuses • inscription à l'examen • programme de travail pour l'été: lectures et autres outils pédagogiques, exercices • accompagnement à distance: quiz régulier, discussions • quelques study sessions générales • Objectif pour septembre: avoir une connaissance adéquate de l'ensemble du programme Début septembre à mi novembre • study sessions spécialisées • Objectif pour novembre : avoir une connaissanceapprofondiedu programme Deuxième moitié de novembre: • 2 mock exams withdebriefs • final coaching • Objectif pour fin novembre: compléter ses connaissances et gagner en aisance et fluidité, savoir gérer son temps et utiliser aumieuxses compétences

  31. Exam Topics

  32. LOS Change Every Year (example below)

  33. Level I and II Exams

  34. Level III Exam

  35. Exam Grading and Scoring • Score is percentage of correct answers • Levels I and II all machine graded • CFA Charterholders grade Level III essay questions • Minimum passing score reset each year • Scores above 70% have always passed

  36. Pass Rates What were the global pass rates for each exam level in June 2009? Level III Level II Level I 62% 70% 50% A. 41% 49% 46% B. 50% 50% 40% C. 32% 46% 35% D. No-show rate? Approximately 25% every year.

  37. JUIN 2010 CFA EXAM PASS RATES • LEVEL 1 :42% • LEVEL 2: 39% • LEVEL 3: 46%

  38. The CFA Program is a Rigorous Undertaking The CFA Program

  39. Organizational Facts and Statistics CFA Institute has more than 97,000 members in more than 130 countries, more than 87 percent of whom are CFA charter holders. CFA Institute Facts and Statistics CFA Program Facts and Statistics The CFA Program is a self-study, graduate-level program that requires candidates to learn and apply investment knowledge. It is recognized globally as the gold standard investment credential. CFA Institute Membership

  40. Top 10 employers of CFA Institute members*: • Bank of America Merrill Lynch • Barclays • Citigroup • Credit Suisse • Deutsche Bank • JP Morgan Chase • Morgan Stanley Smith Barney • RBC • UBS • Wells Fargo

  41. No Preparation Shortcuts7 Common Reasons for Failure • Poor preparation • Anxiety, panic, inability to handle pressure • Poor time management • Reading questions too quickly • Over-thinking questions • Giving answers not found in the CFA® Program Curriculum • Failure to follow instructions

  42. How Can I Prepare to Pass? • Start early • Study and understand the curriculum • Comprehensive preparation program • Practice, practice, practice

  43. More Details at cfainstitute.org

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