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www.pwc.com/meHelping shape your futureChartered Financial Analyst (CFA)PwC’s Academy2014
ContentsAbout PwC’s Academy1. About PwC’s Academy22. About the CFA43. Getting qualified54. Our CFA training programme65. Schedule and Fees66. Why choose PwC’s Academy77. What our students say88. Lecturer profiles99. Contact Us2Chartered Financial Analyst11PwC’s Academy is the educational business of PwC. Our goal is to helpimprove the knowledge, skills, competence and expertise of our people infinance and business; to help organisations across the region grow andretain their talent. Our foundation is our team of expert professionals whoconvey their wealth of knowledge and the practical experience they havegained within leading organisations around the world.PwC’s Academy is committed to supportingthe sustainable growth of local talentacross the region. Our expanding Academycurrently operates across the Middle Eastfrom six countries: UAE, Oman, Egypt,Lebanon, Qatar and Saudi Arabia. PwC’sAcademies in the Middle East are part ofa growing network of Academies presentin over 30 countries worldwide. We offera variety of training courses coveringfinancial competencies, management skillsand professional qualifications. Our coursesare based on the best practices of PwCGlobal and the individual experiencesof our experts. We constantly adapt ourcourses to meet the needs of modernbusiness, customising them to our client’srequirements and assisting our clients inreaching their organisational training andstrategic objectives.PwC’s Academy’s global network ofprofessionals sets us apart from otherproviders. We communicate constantly,exchange best practice, ideas andexperience. We take this knowledgeand evolve our courses to meet theever‑changing needs of modern businessesand their people in the region; this way wemake sure that we are providing the verybest training programmes for our clients,our students and their sponsors.
ficationsFinance andAccountingOurcapabilitiesat a glanceRisk Managementand Internal AuditPwC’s MiniMBABoard Trainingand CorporateGovernanceProjectManagementFraud andForensicPwC’s Academy3
About the CFAThe CFA charter is an investment credential that, for more than 60 years,has been the global standard for embodying the integrity, dedication andadvanced skills needed to build a stronger, more accountable financialindustry. The CFA is the world’s most highly respected and challengingcredential in the finance industry.CFA charter holders are unique in thatthey have: Globally relevant knowledge Real‑world expertise Ethical grounding The ability to earn industry respect A global community Membership of the CFA instituteThe CFA designation is a mark of distinctionthat is globally recognised by employersas well as a host of other organisationsincluding over 125 distinguisheduniversities and colleges and regulatorybodies across the world.Earning the CFA charter demonstrates amastery of the analytic and decision makingskills needed in today’s fast paced andcompetitive work environment.The CFA institute has over 100,000 membersglobally and is committed to promotingthe highest level of ethics, knowledge andeducation of its members. Membership ismandatory for all CFA charter holders.100,000The CFA institutehas over 100,000members globally4Chartered Financial Analyst
Getting QualifiedTo become a CFA charter holder, you must meet the eligibility requirementswhich include passing three exams, Levels I, II and III, and accumulating48 months of approved work experience. The CFA exams vary in theirformat and structure.LevelTopicsLevel I240 multiple choice questionsLevel II20 item setsLevel IIIEssay style questions and 10item sets Each exam is 6 hours long Level I can be taken in June andDecember Levels II and III can only be taken in June The CFA Institute Board of Governorssets the minimum passing score for eachlevel every year For more informationabout the CFA credential, please visitwww.cfainstitute.orgMinimum entry requirementsTo become a CFA charter holder, you mustmeet at least one of the following criteria: Hold a Bachelor’s (or equivalent) degree Be in the final year of your Bachelor’sdegree programme, Have four years of qualified,professional work experience Have a combination of work and collegeexperience that totals at least fouryears. (Note: summer, part-time, andinternship positions do not qualify aswork experience).How long does it take?How you study for your CFA exam is veryflexible and you can progress at your ownpace. Successful candidates take an averageof four years to complete the programme.We recommend for each of the three exams,that you plan on at least six months ofpreparation to help you get the best results.PwC’s Academy5
Our CFA training programmeOur CFA training programme prepares candidates for Levels I, II and III through a Comprehensive Preparation Series followedby an intensive Revision Boot Camp Programme.Comprehensive Preparation SeriesThis is a series of lectures and is made up of over 100 hoursof classroom learning using a range of methodologies.The lectures include: Comprehensive study materials A series of tests during the programme to monitoryour progress Access to over 2000 questions in the form of practicemodules, mock exams and a question bank Access to over 60 hours of lecture videos covering each ofthe core topics Up to 3 hours of one on one consulting with CFA charterholders to discuss exam requirements, clear doubts andensure you are prepared One paper based mock exam A detailed session on exam strategies and tips Free BAII professional and examiner approved calculatorRevision Boot CampIn addition to the comprehensive preparation series, PwC’sAcademy conducts a 5 day intensive revision boot campprogramme. This includes: Over 45 hours of classroom based revision classes Provision of self‑study modules to use in addition toteaching material Access to over 75 exam questions to solve in class, havemarked and receive feedback Study tips and techniquesSchedule and FeesCFA LevelTerm StartsRevision StartsDuration ( includingtuition and revision)ProgrammeIAugust/FebruaryNovember/May150 ryNovember/MayLevel I Fees(AED)Level II Fees(AED)Level III(AED)Comprehensive Prep Series 9,75011,00012,000150 hoursRevision Boot Camp4,0006,0006,000150 hoursFull course (20% discountincluded)11,00013,60014,400In addition early bird, group and corporate discounts may be available.6Chartered Financial Analyst
Why choose PwC’s AcademyEnsuring you passAt PwC’s Academy our focus is to make sure you have all the knowledge and exam techniques you need toachieve your CFA Charter. Our core objective is to help you pass all three exam levels and our ability to do this isdemonstrated by our exceptional pass rates.Our programmes are designed to helpyou understand every learning outcomestatement included inthe CFA curriculumso that you get the maximum marks. Weprovide you with the very best coursematerials written especially for PwCstudents in addition to study texts, questionbanks and online resources. Our coursematerials are designed to help the learningprocess: graphic‑rich slides and exam‑stylequestion banks complement our lecturers’lively presentations. A progress test everyfew weeks ensures that you stay up tospeed, in addition to a full mock exam afterthe revision course.Our lecturersAt PwC’s Academy, our foundation is ourfantastic team of lecturers, all of whomare not only CFA charter holders but haveextensive experience teaching CFA. Allour lecturers are experts in the subjectsthey teach and understand the examrequirements so that they are able to helpyou get the best results. Our lecturers arealways close by so you don’t have to waituntil class to ask questions and get yourproblems solved.Our premisesOur new Academy premises provide youwith a professional environment in whichto study and interact with other studentsand our lecturers. Our Academy is equippedwith state of the art facilities including:Free wireless inall classroomsand 8 desktopcomputers in thelounge areaLounge area inwhich to relaxand chat to otherstudents andlecturersLibrary witha full range ofreference booksProvision of aquiet study areaPantry area withcomfortableseating and freetea and coffee5 spaciousclassroomsWe are a 5 minute walk from the DubaiMall and a short journey to DubaiInternational Financial Centre (DIFC). TheAcademy is also located on the metro linemaking us accessible no matter where youare coming from.Going the extra mileWe want your time studying with us to bea positive and happy experience and so weprovide a range of services that help you toget the most out of your time with us. Mentoring and guidance from the CFAcourse manager Programme advisors to help withregistrations and to guide youthroughout your studies Student counselling and careerguidance Full time lecturers available to help andsupport you Internship and graduate recruitmentopportunities at PwC Student events and activities organisedby PwC’s Academy Student visas for international students Scholarships for top performers Sessions on exam tips and strategiesPwC’s Academy7
What our students sayThe CFA program has helped me extensively with mystudies and kept me on track with my preparations for theexam. I’m glad I chose PwC’s Academy for my preparationsand would highly recommend the program to all CFAcandidates. The quality of the lectures was exceptional;the facilities provide an ideal environment for networking,studying and socialising. Highly recommended.Anup Premanandan,CFA Level II candidateFull time studentI came to know about the CFA training programmethrough the Academy website. It was clear that PwC’sAcademy invests heavily in experienced lecturers. I am anACCA and CFA student at PwC’s Academy. Juggling bothis a challenge as the CFA programme is extremely tough.However, having an experienced and understandingfaculty has made my journey less challenging. The oneon one sessions, access to learning material and videoshave been really important to my learning process aswell. I would recommend PwC’s Academy to any one whoreally wants to get the most out of a professional financialqualification training institute.Arjun Agarwal,CFA Level I candidate8Chartered Financial AnalystThe PwC Academy has been a very fruitful experience.The teachers helped me discipline my preparation andcreated an excellent environment to learn. I primarilyused only the teaching material provided to prepare for theexam. Overall, I am extremely pleased with my experienceand I would not have been able to clear Level 1 without thesupport of the faculty and excellent course material . I lookforward to studying for my level II with PwC’s Academyas well.Lakshmi Nataraj,CFA Level I candidatePwC Middle East
Course Managerand LecturerTaimur Ali Mir CFA, ACCATaimur is an accomplished lecturer for PwC’s Academyin the UAE and has over 7 years training experience. Heis the CFA course manager and a specialist trainer at alllevels. Taimur has also been actively involved in developing,organising and delivering the content of customisedfinancial training programmes for corporate clients in theareas of investment management, fixed income, equityvaluation, economics, financial reporting and corporatereporting.Taimur has over 9 years commercial experience ininvestment management and advisory. During this time hewas involved in training for distributors and investors. He isa CFA charter holder and an ACCA member.Prior to joining PwC, Taimur was a Fund Manager for KASBFunds Limited, an assets management company in Pakistanand local partners of BlackRock Inc. He assisted in thegrowth of assets under management by over 13 times in lessthan 2 years and managed to secure a 5‑Star and AA (f)rating from PACRA for KASB Liquidity Fund and KASB CashFund. KASB Liquidity Fund was rated top performing fundfor financial years 2007 and 2008. KASB Islamic Fund hasbeen rated the best performing fund in its category sinceinception.Taimur’s engaging personality, excellent command overthe curriculum and relevant industry experience makehim connect really well with the audience. He has vastexperience of breaking down tough exam topics intosimple learning and has incorporated interesting teachingtechniques in both his classes and tailor made trainingprogrammes which have reaped excellent results.PwC’s Academy9
1611Saudi Arabia191820U.A.E12OmanPwC Offices1Tripoli6Gaza11 Riyadh16 Doha2Cairo7Beirut12 Jeddah17 Sharjah3Alexandria8Amman13 Dhahran18 Dubai4Ramallah9Erbil14 Al Khobar19 Abu Dhabi5Jerusalem15 Manama20 Muscat1010 KuwaitChartered Financial AnalystYemen
Contact detailsAmanda LineT: 971 (0) 4 304 3092M: 971 (0) 50 189 1724E: amanda.line@ae.pwc.comTaimur Ali MirKavita GaglaniT: 971 (0) 4 3043 781M: 971 (0) 50 189 3489E: mir.taimur@ae.pwc.comT: 971 (0) 4 304 3241M: 971 (0) 55 195 CsAcademyMiddleEastLinkedIn:PwC’s Academy Middle EastTwitter:@PwCAcademywww.pwc.com/mePwC Academy11
PwC UK helps organisations and individuals create the value they’re looking for. We’re a member of the PwC network of firms in 157 countries with more than 184,000 people committed to delivering quality inassurance, tax and advisory services. Tell us what matters to you and find out more by visiting us at www.pwc.com/uk.This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice. You should not act upon the information contained in this publication withoutobtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and, to the extentpermitted by law, PricewaterhouseCoopers LLP, its members, employees and agents do not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, orrefraining to act, in reliance on the information contained in this publication or for any decision based on it. 2014 PricewaterhouseCoopers LLP. All rights reserved. In this document, “PwC” refers to the UK member firm, and may sometimes refer to the PwC network. Each member firm is a separate legal entity.Please see www.pwc.com/structure for further details.Design Services 28369 (05/14).
4 Chartered Financial Analyst The CFA charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication and advanced skills needed to build a stronger, more accountable financial industry. The CFA is the world's most highly respected and challenging
