Chartered Financial Analyst (CFA)

Friday, 22 November 2013

Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) program is a professional certification offered by the CFA Institute.

After completing the program and satisfying other professional requirements you are awarded a ‘CFA charter’ and becomes a ‘CFA charterholder’.

If you would like to have a career in finance, invest management, financial analysis of stocks, bonds and their derivative assets; then CFA can be a good option to pursue. Remember, CFA is a professional credential and not an academic degree.

CFA Curriculum:

The CFA curriculum consists of three levels:

Level I: Basic knowledge of investment tools, analysis
Level II: Analysis with application
Level III: Effective portfolio management and wealth planning

You can take one exam level per year. Thus you can complete the three level exams in a span of three years if you clear them in 1^st attempt.

CFA Exam Format:

Level I: Multiple choice
Level II: Item set
Level III: Essay questions and Item set

Topic Area	Level I	Level II	Level III
Ethical and Professional Standards (total)	15	10	10
Investment Tools (total)	50	30-60	0
Corporate Finance	8	5-15	0
Economics*	10	5-10	0
Financial Reporting and Analysis	20	15-25	0
Quantitative Methods	12	5-10	0
Asset Classes (total)	30	35-75	35-45
Alternative Investments	3	5-15	5-15
Derivatives	5	5-15	5-15
Equity Investments	10	20-30	5-15
Fixed Income	12	5-15	10-20
Portfolio Management and Wealth Planning (total)	5	5-15	45-55
Total	100	100	100

*Economics is part of Portfolio Management at Level III.

Note: Actual exam weights may vary slightly from year to year.

CFA charter is conferred to those who have satisfied all the following conditions:

Completed the three level exams successfully
Have a graduate degree
Four years of qualified work experience

More details on CFA can be obtained from http://www.cfainstitute.org

Best Regards,

Farzad Minoo Damania

Career Counsellor & Corporate Trainer

Career Nurturer

http://farzadminoodamania.blogspot.com

http://www.careernurturer.com

http://www.facebook.com/careernurturer

Email: farzad.damania@gmail.com

Mob: 9833971773

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Mrs. Rochlani – 24^th April 2020

(Parent)

Mr. Damania is a thorough professional with in depth knowledge about his subject. The counselling session with him was pleasant as well as insightful. My son could connect with him instantly. He conducted the session with a lot of patience, elaborating each point and making sure that the logic is understood without imposing anything. His advice is definitely going to stay with us a long way. Thank you.

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Dhruv – 24^th Oct 2019

(Student)

It was a great experience. Mr. Farzad is a great person to talk to, extremely friendly and approachable, and it was a session spent well which will be very beneficial for me.

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Mrs. Bagwe – 3^rd Apr 2019

(Parent)

Very helpful session on career guidance. Had a personal touch during the counselling. Very informative on future career options in academics and how to set career goals. Thank you very much.

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Ananya – 4^th Dec 2018

(Student)

Felt great to know more about the field I need to get into. Very impressed by the way he helped in deciding which career to take after 10th. Overall, I would say it was very good.

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Dhwani – 5^th Aug 2018

(Student)

It was an enlightening experience which provided much needed clarity. There was a structured outline given which helped me. Overall it was an extremely helpful and communicative session.

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Mrs. Masurkar – 23^rd Apr 2018

(Parent)

We had an amazing experience with Farzad Damania. We came across different fields of education, very informative. Thanks a lot for providing us insight into different fields.

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Mrs. Dahiya – 2^nd Jan 2018

(Parent)

Mr. Farzad was very thorough in connecting the dots about my son’s interests and aptitude and explaining the career options available to him to play to his strengths. Thank you!

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Rachita – 15^th Oct 2017

(Student)

I had a great experience. Now I am clear with what career I have to choose. Thank you so much for guiding me with my career options.

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Dr. Kuthari - 30^th Jul 2017

(Parent)

Elaborate, thorough, scientific. Very insightful and knowledgeable. It was pleasant and delightful experience. Wishing all the very best to Mr. Farzad for future. Keep up the great work.

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Shefali - 12^th Apr 2017

(Student)

It turned out to be extremely helpful. It made my career choices really clear and I know what I should do now. The tests helped to get to know myself better and where I stand. It was a nice experience and I would recommend others to reach out to you for help as well.

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Neketra - 4^th Feb 2017

(Student)

I am extremely happy and now much more aware of the different careers available; and also aware of what kind of careers I would be suitable for. A huge thank you to Farzad Sir for enlightening me and helping me put things in perspective.

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Dr. Sanghavi - 22^nd Jan 2017

(Parent)

It was an excellent meeting with Mr. Farzad regarding my daughter's counselling. He seems very sincere in his work, his guidance, analysis and evaluation process are up to the mark. Overall very happy experience and got clarity about my daughter's future. I would definitely like to refer his name to others.

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Mrs. Menon - 31^st Dec 2016

(Parent)

Mr. Farzad Damania is to say the least, a true Career Nurturer. Great clarity, excellent research in the field of education. He helped us understand our son, his strengths and weaknesses and most importantly his ability and direction he has to take for a fruitful future. Would recommend Mr. Damania to all my friends. To add to this a thorough gentleman!

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Ketaki - 3^rd Nov 2016

(Student)

Very professional. Thank you for truly showing and channelizing my focus in the right direction. The counselling has opened many fields and interests and has given a large scope for career choices. I would recommend every individual to take the aptitude tests for a more secure and brighter future in career.

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Abhinav - 14^th Sep 2016

(Student)

It was a really good experience. I understood a lot about the options available to me after 12th. It was way better than the other career counselling that I had visited earlier. I would like to thank you Sir for explaining to me everything in detail. It was an wonderful experience.

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Mr. Shah - 7^th Aug 2016

(Parent)

We are satisfied with your counselling and you have given right direction for the future of my son.

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Mr. Nilesh - 31^st Jul 2016

(Parent)

Time very well spent. Excellent analysis and timely guidance to my daughter. Mr. Damania, thank you very much.

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Friday, 22 November 2013

Chartered Financial Analyst (CFA)

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