COURSE SCHEDULEAll classes are conducted in English
Level I Dec 2004
SECURITIES AND FUTURES INSTITUTE
3/F, No.20, Nan-Hai Road, Taipei,Taiwan Education Centre, Room 302
www.sfi.org.tw
Excellent team of lecturers with over 15-year experience
50 years training experience in Europe and Asia
Over 3,000 students have been trained up in FTC
CFA® DECEMBER 2004
before 30 July 200410% off
LEVEL ILEVEL I
COURSE ENQUIRY
14 AUG Sat 9am - 5pm Financial Statement Analysis (1,2)
15 AUG Sun 9am - 5pm Financial Statement Analysis (3,4)
28 AUG Sat 9am - 5pm Financial Statement Analysis (5),Quantitative Methods (1)
29 AUG Sun 9am - 5pm Quantitative Methods (2,3)
11 SEP Sat 9am - 5pm Corporate Finance (1),Portfolio Management (1)
12 SEP Sun 9am - 5pm Markets & Equity
09 OCT Sat 9am - 5pm Debt (1,2)
10 OCT Sun 9am - 5pm Economics (1,2)
23 OCT Sat 9am - 5pm Derivatives & Alternative Investment
24 OCT Sun 9am - 5pm Ethics + Review
Education Program
NT$30,500
Sam Yang
David BruceLecturer
27 Nov 9.30am-12.30nn & 2.00pm-5.00pmSat
Mock Exam
FREE for Full Package
Sat 9am - 5pm
Sun 9am - 5pm
Sat 9am - 5pm
Sun 9am - 5pm
06 Nov
07 Nov
13 Nov
14 Nov
Revision Course
Day 4
Day 3
Day 2
Day 1NT$13,800
Lecturer Lynda Bullimore
Sam Yang
Full Package
= Education Programme + Revision CourseNT$39,800
Revision Course
1 Financial Statement Analysis
2 Quantitative Methods,Portfolio Management andCorporate Finance
3 Asset Valuation
4 Economics & Ethics
The revision course not only reviews all core syllabus but alsoprepares students for examination success by focusing onquestion practice and review. The revision course is the perfectway to consolidate the knowledge gained from the FTC educationprogram.
David is the Managing Director of FTC (AsiaPacific). He specializes in designing andconducting financial courses for executives andbusiness managers in the corporate, capitalmarket and professional services sectors. He alsolectures on the firm’s ACCA, CFA and HKSI LEexamination preparation programs.
David has over 15 years of professional teachingexperience of which 7 years involved extensivelyin CFA training. He has taught all three levels inHong Kong, Singapore, Taipei, Tokyo andLondon.
David also conducts trainings for corporate. Hisin house teaching experience include JP MorganChase, Goldman Sachs, Jardine Fleming,Jebsen, PricewaterhouseCoopers, KPMG, Ernst& Young, etc.
Before joining FTC, David was a seniormanagement consultant with a Hong Kong firm
involved in Business Strategy and ProcessManagement assignments.
Previously David spent 12 years with Ernst &Young working in the UK, Middle East, Japan andHong Kong in the areas of audit and training.From 1988 to 1994, he was the TrainingPrincipal of an International accounting firmresponsible for the co-ordination, developmentand presentation of internal and client trainingprograms.
David is a member of the Institute of CharteredAccountants of Scotland, an Associate of theHong Kong Society of Accountants and holds anMBA from the Cranfield School of Management,UK.
David is a CFA Charterholder and a member ofthe Hong Kong Society of Financial Analysts.
Lynda is a Senior Lecturer for FTC Asia Pacific.She has a strong background in financial marketstraining and specializes in portfolio management,investment analysis, treasury, corporate financeand accountancy. She has been a trainingconsultant for the past 15 years working both inEurope and Asia.
Since 1998, she has lectured on numerouseducation and revision courses targeted atcandidates preparing for the CFA® examination.This has involved Lynda lecturing in mostfinancial centers around Asia, including HongKong, Singapore and Tokyo. She teaches all threelevels of the CFA program. Her CFA corporatetraining experience includes Goldman Sachs(Tokyo). Lynda is also responsible for researching
and writing study materials for the CFA exampreparation courses.
Apart from CFA training, Lynda is also involved inFTC’s preparation courses for the Hong KongSecurities Institute Licensing examinations. Theparticipants attending her course for the October2003 examination achieved an excellent passrate of 70% (pass rate of all candidates was 36.5%)
Lynda is a member of the Institute of CharteredAccountants in England and Wales and theAssociation of Corporate Treasurers.
Lynda is a CFA Charterholder and a member ofthe Hong Kong Society of Financial Analysts.
LECTURERS’ PROFILES
Mr David A. BruceBA, MBA, CA, CFA
Ms Lynda BullimoreBSc, ACA, MCT, CFA
The education program is designed to provide core subjectcoverage. Candidates will benefit from a clear and conciseexplanation on the material. By attending the program candidatescan significantly reduce the time required for self-study.
The classroom teaching is supported by Lecture Notes andProgress Tests prepared by our CFA team of experts.
Education Program
Mock Exam
The mock exam is 6 hours, 3 hours in the morning and 3 hoursin the afternoon. Exam format is the same as the actual exam.Candidates get the opportunity to answer questions under examcondition a week before the real exam. All questions are writtenby FTC lecturers.
Course Material
Course participants will receive a set of Education Lecture Notesand Revision Lecture Notes when they attend the EducationProgram and Revision Course respectively. The Education notesare more detailed with examples and illustrations to build candidates'knowledge. Revision Notes are concise, summaries of coreexaminable topics.
- graphical linking of LOS's to present theoverall picture of the topic
Mindmaps
Q&A sets - Question and Answer Banks
Level I Dec 2004COURSE STRUCTURE
Revision Course participants will also receive
4 Progress Tests
Sam was the CEO of Samuel Yang & Company,Ltd., the exclusive distributor of the SchweserStudy Program in both Taiwan and China.
Sam specializes in teaching Ethics, QuantitativeMethods, Portfolio Management, FinancialStatement Analysis, Derivatives and CorporateFinance. Sam co-founded the Taipei Society ofInvestment Professionals (TSIP), the localchapter of AIMR® in Taiwan, and has served asthe Chairman of TSIP's Education Committee.Sam has taught numerous CFA review courses inboth Taiwan and China.
Previously, Sam was Senior Vice President ofInvestment Banking at a regional firm in Asia andfocused on private equity financing and mergersand acquisitions. Sam has lived and worked inTaipei, Beijing, Shanghai and Los Angeles.
Sam received his degree, with honors, inFinancial Risk Management from City University(London) and is a CFA® charterholder. Sam alsoholds the following NASD licenses: Series 7, 24,and 63.
Samuel YangBSc, CFA
The Program is essential for candidates who do not have relevant backgroundknowledge or without a relevant degree and practical experience.
Revision Course
1 Financial Statement Analysis
2 Quantitative Methods,Portfolio Management andCorporate Finance
3 Asset Valuation
4 Economics & Ethics
The revision course not only reviews all core syllabus but alsoprepares students for examination success by focusing onquestion practice and review. The revision course is the perfectway to consolidate the knowledge gained from the FTC educationprogram.
David is the Managing Director of FTC (AsiaPacific). He specializes in designing andconducting financial courses for executives andbusiness managers in the corporate, capitalmarket and professional services sectors. He alsolectures on the firm’s ACCA, CFA and HKSI LEexamination preparation programs.
David has over 15 years of professional teachingexperience of which 7 years involved extensivelyin CFA training. He has taught all three levels inHong Kong, Singapore, Taipei, Tokyo andLondon.
David also conducts trainings for corporate. Hisin house teaching experience include JP MorganChase, Goldman Sachs, Jardine Fleming,Jebsen, PricewaterhouseCoopers, KPMG, Ernst& Young, etc.
Before joining FTC, David was a seniormanagement consultant with a Hong Kong firm
involved in Business Strategy and ProcessManagement assignments.
Previously David spent 12 years with Ernst &Young working in the UK, Middle East, Japan andHong Kong in the areas of audit and training.From 1988 to 1994, he was the TrainingPrincipal of an International accounting firmresponsible for the co-ordination, developmentand presentation of internal and client trainingprograms.
David is a member of the Institute of CharteredAccountants of Scotland, an Associate of theHong Kong Society of Accountants and holds anMBA from the Cranfield School of Management,UK.
David is a CFA Charterholder and a member ofthe Hong Kong Society of Financial Analysts.
Lynda is a Senior Lecturer for FTC Asia Pacific.She has a strong background in financial marketstraining and specializes in portfolio management,investment analysis, treasury, corporate financeand accountancy. She has been a trainingconsultant for the past 15 years working both inEurope and Asia.
Since 1998, she has lectured on numerouseducation and revision courses targeted atcandidates preparing for the CFA® examination.This has involved Lynda lecturing in mostfinancial centers around Asia, including HongKong, Singapore and Tokyo. She teaches all threelevels of the CFA program. Her CFA corporatetraining experience includes Goldman Sachs(Tokyo). Lynda is also responsible for researching
and writing study materials for the CFA exampreparation courses.
Apart from CFA training, Lynda is also involved inFTC’s preparation courses for the Hong KongSecurities Institute Licensing examinations. Theparticipants attending her course for the October2003 examination achieved an excellent passrate of 70% (pass rate of all candidates was 36.5%)
Lynda is a member of the Institute of CharteredAccountants in England and Wales and theAssociation of Corporate Treasurers.
Lynda is a CFA Charterholder and a member ofthe Hong Kong Society of Financial Analysts.
LECTURERS’ PROFILES
Mr David A. BruceBA, MBA, CA, CFA
Ms Lynda BullimoreBSc, ACA, MCT, CFA
The education program is designed to provide core subjectcoverage. Candidates will benefit from a clear and conciseexplanation on the material. By attending the program candidatescan significantly reduce the time required for self-study.
The classroom teaching is supported by Lecture Notes andProgress Tests prepared by our CFA team of experts.
Education Program
Mock Exam
The mock exam is 6 hours, 3 hours in the morning and 3 hoursin the afternoon. Exam format is the same as the actual exam.Candidates get the opportunity to answer questions under examcondition a week before the real exam. All questions are writtenby FTC lecturers.
Course Material
Course participants will receive a set of Education Lecture Notesand Revision Lecture Notes when they attend the EducationProgram and Revision Course respectively. The Education notesare more detailed with examples and illustrations to build candidates'knowledge. Revision Notes are concise, summaries of coreexaminable topics.
- graphical linking of LOS's to present theoverall picture of the topic
Mindmaps
Q&A sets - Question and Answer Banks
Level I Dec 2004COURSE STRUCTURE
Revision Course participants will also receive
4 Progress Tests
Sam was the CEO of Samuel Yang & Company,Ltd., the exclusive distributor of the SchweserStudy Program in both Taiwan and China.
Sam specializes in teaching Ethics, QuantitativeMethods, Portfolio Management, FinancialStatement Analysis, Derivatives and CorporateFinance. Sam co-founded the Taipei Society ofInvestment Professionals (TSIP), the localchapter of AIMR® in Taiwan, and has served asthe Chairman of TSIP's Education Committee.Sam has taught numerous CFA review courses inboth Taiwan and China.
Previously, Sam was Senior Vice President ofInvestment Banking at a regional firm in Asia andfocused on private equity financing and mergersand acquisitions. Sam has lived and worked inTaipei, Beijing, Shanghai and Los Angeles.
Sam received his degree, with honors, inFinancial Risk Management from City University(London) and is a CFA® charterholder. Sam alsoholds the following NASD licenses: Series 7, 24,and 63.
Samuel YangBSc, CFA
The Program is essential for candidates who do not have relevant backgroundknowledge or without a relevant degree and practical experience.
COURSE SCHEDULEAll classes are conducted in English
Level I Dec 2004
SECURITIES AND FUTURES INSTITUTE
3/F, No.20, Nan-Hai Road, Taipei,Taiwan Education Centre, Room 302
www.sfi.org.tw
Excellent team of lecturers with over 15-year experience
50 years training experience in Europe and Asia
Over 3,000 students have been trained up in FTC
CFA® DECEMBER 2004
before 30 July 200410% off
LEVEL ILEVEL I
COURSE ENQUIRY
14 AUG Sat 9am - 5pm Financial Statement Analysis (1,2)
15 AUG Sun 9am - 5pm Financial Statement Analysis (3,4)
28 AUG Sat 9am - 5pm Financial Statement Analysis (5),Quantitative Methods (1)
29 AUG Sun 9am - 5pm Quantitative Methods (2,3)
11 SEP Sat 9am - 5pm Corporate Finance (1),Portfolio Management (1)
12 SEP Sun 9am - 5pm Markets & Equity
09 OCT Sat 9am - 5pm Debt (1,2)
10 OCT Sun 9am - 5pm Economics (1,2)
23 OCT Sat 9am - 5pm Derivatives & Alternative Investment
24 OCT Sun 9am - 5pm Ethics + Review
Education Program
NT$30,500
Sam Yang
David BruceLecturer
27 Nov 9.30am-12.30nn & 2.00pm-5.00pmSat
Mock Exam
FREE for Full Package
Sat 9am - 5pm
Sun 9am - 5pm
Sat 9am - 5pm
Sun 9am - 5pm
06 Nov
07 Nov
13 Nov
14 Nov
Revision Course
Day 4
Day 3
Day 2
Day 1NT$13,800
Lecturer Lynda Bullimore
Sam Yang
Full Package
= Education Program + Revision CourseNT$39,800
