Investment Foundations Program...CFA INSTITUTE INVESTMENT FOUNDATIONS CERTIFICATE Source: CFA...

CFA INSTITUTE INVESTMENT FOUNDATIONS CERTIFICATE

Source: CFA Institute1Learning is Contagious

Investment Foundations Program

Comprehensive global education certificate program.

Gives those working with investment decision-makers a clear understanding of the investment industry, roles and responsibilities, and the vital importance of ethical conduct.

Provides a clear understanding of investment industry essentials.

No education or experience requirement.

Exam can be taken at your convenience at available test centers around the world.



Investment Foundations Program

Designed to give you a clear understanding of the investment management industry.

Offers an accessible solution for breaking through the complexities of the global investment industry and raising your professional profile.

Does not matter, whether you’re just starting a career in financial services or want to learn essential industry concepts.

CFA INSTITUTE INVESTMENT FOUNDATIONS CERTIFICATEHOW WILL YOU BENEFIT?

Clarity

• Benefit from having a common understanding of industry structure and terminology, regardless of your job function or geographic location.

Collaboration

• Work more effectively with global colleagues by understanding industry functions, building stronger relationships and raising your professional competence.

Confidence

• Gain the knowledge to identify issues and the confidence to speak up. Get a better sense of your role and how you connect with the complex global industry at large.

Source: CFA InstituteLearning is Contagious



• Anyone who works with or supports investment decision-makers in the investment management profession.Who is it For

• Up to 6 months to prepare for the examHow long does it

take?

Are there prerequisites?

• Successfully pass the examHow do I earn

It?

• No

CFA PROGRAM


• Portfolio and wealth managers, investment andresearch analysts, professionals involved in theinvestment decision-making process, and financestudents who want to work in the investmentmanagement profession

Who is it For

• Approximately 4 years to complete 3 exams (Level I, II,and III)

How long does it take?

Are there prerequisites?

• Successfully pass 3 exams

• Have 4 years of professional work experience in theinvestment decision-making process (accrued before,during, or after passing the exams)

• Join CFA Institute as a regular member

How do I earn It?

• Yes; You must have Bachelor’s (or equivalent) degree (orbe in the final year of bachelor’s degree program), or 4years of professional work experience or A combination ofprofessional work and university experience that totals atleast 4 years

WHAT WILL YOU LEARN?


Module 1: Industry Overview

Module 2: Ethics and Regulation

Module 3: Inputs and Tools

Module 4: Investment Instruments

Module 5: Industry Structure

Module 6: Serving Client Needs

Module 7: Industry Controls

CFA institute investment Foundations certificate

SYLLABUS OVERVIEW


Module 1:

Industry Overview

Weight 5%

THE INVESTMENT INDUSTRY:

A TOP-DOWN VIEW

It is about getting to the heart and the core purposeof the investment industry – its vital role in the world:from helping people save for the future to fundingschools, hospitals, roads and other essentials.


SYLLABUS OVERVIEW


Module 2:

Ethics and Regulation

Weight 10%

- ETHICS AND INVESTMENT PROFESSIONALISM

- REGULATION

This module focuses on the essential foundationsfor the investment world – ethics and regulation.The firm ground on which we build for ourclients: trust, reputation, confidence and value.


SYLLABUS OVERVIEW


Module 3:

INPUTS AND TOOLS

Weight 20%

- MICROECONOMICS

- MACROECONOMICS

- ECONOMICS OF INTERNATIONAL TRADE

- FINANCIAL STATEMENTS

- QUANTITATIVE CONCEPTS

This is about understanding how the (economic) world works –the big picture and the fine detail. How the actions of individuals,corporations and governments play out at micro, macro andinternational levels, how this translates to a company’s finances,and how to get a clearer understanding of what this all means.


SYLLABUS OVERVIEW


Module 4:

INVESTMENT INSTRUMENTS

Weight 20%

- DEBT SECURITIES

- EQUITY SECURITIES

- DERIVATIVES

- ALTERNATIVE INVESTMENTS

This module covers the basic investment options,what they are and their purpose – from conventionalequities and bonds to more specialized investmentssuch as real estate and derivatives.


SYLLABUS OVERVIEW


Module 5:

INDUSTRY STRUCTURE

Weight 20%

- STRUCTURE OF THE INVESTMENT INDUSTRY

- INVESTMENT VEHICLES

- THE FUNCTIONING OF FINANCIAL MARKETS

The industry is complex and highly interdependent.This module looks at how the industry helps usinvest, who the participants are and what they do, thedifferent markets where investments take place, andthe investment products themselves.


SYLLABUS OVERVIEW


Module 6:

SERVING CLIENT NEEDS

Weight 5%

- INVESTORS AND THEIR NEEDS

-INVESTMENT MANAGEMENT

This is about focusing on clients – gaining a clearunderstanding of their needs, circumstances,motivations and ambitions so investments can beallocated and managed in the right way for them.


SYLLABUS OVERVIEW


Module 7:

INDUSTRY CONTROLS

Weight 20%

- RISK MANAGEMENT

-PERFORMANCE EVALUATION

- INVESTMENT INDUSTRY DOCUMENTATION

Controls are critical in helping ensure everything runssmoothly. In the fast moving world of investments andrisk it is essential to understand how systems andcontrols are used in the industry to ensure the clientis properly served.


APPROXIMATE TOPIC WEIGHT


Module Topic Weight

Module 1 Industry overview: 5%

Module 2 Ethics and regulation 10%

Module 3 Inputs and tools 20%

Module 4 Investment instruments 20%

Module 5 Industry structure 20%

Module 6 Serving client needs 5%

Module 7 Industry controls 20%


EXAM DETAILS


Computer based Exam (Two Hours)

Exam contains 120 multiple-choice questions.

you can schedule your Investment Foundations exam appointment on a day and time convenient for you

you must schedule and sit for the exam within 6 months (180 days) of the day your exam registration was confirmed.

The exam questions cover all the topics included in your eBook


EXAM FEES


• USD 250 for Individual Registration

• Employer Registration: bulk price of US$200 to employers and institutions

who make an initial purchase of 5 or more.

• Fee includes exam registration, access to all study materials (the mobile

study app, eBook, study planner, chapter review questions, module practice

tests, and a mock exam), and one exam sitting.


PFS OFFERS


• Total 17 classes.

• Duration of each class is 3 hours.

• Weekly One class.

• Total 51 hours of class to prepare for the exam.

• In total 51 hours, we will complete the syllabus and take practice tests.

• Total Fee for the course: BDT 20,000

• Upcoming Batch: Dec 2016. [Tentative Start date: 10th Dec 2016]

• Tentative Schedule: Saturday: 4 Pm – 7 Pm


USEFUL LINKS


Topic Areas: https://www.cfainstitute.org/programs/claritas/Documents/claritas_syllabus_overview.pdf

Investment Foundations Fact Card for Employers

https://www.cfainstitute.org/programs/claritas/Documents/inv_found_factcard_b.pdf

Sample Questions

https://www.cfainstitute.org/programs/claritas/details/Documents/claritas_sample_questions.pdf

https://www.cfainstitute.org/programs/claritas/Documents/claritas_syllabus_overview.pdf

https://www.cfainstitute.org/programs/claritas/Documents/inv_found_factcard_b.pdf

https://www.cfainstitute.org/programs/claritas/details/Documents/claritas_sample_questions.pdf

THANK YOU


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