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Chartered FinancialAnalyst (CFA)Helping shape your future
Contents0406Welcome to PwC’s AcademyAbout the CFA0814Getting qualifiedOur training programme
1618Why choose PwC’s AcademyOur trainers20Contactus
About PwC’s AcademyLeading change through the development of human capitalWho we areWe work with studentsand educational institutesacross the region to developthe next generation ofprofessionals.We help them grow anddevelop their talentby providing trainingprogrammes that buildmindset knowledge andskills.We are the learning and education business of PwCoperating across the Middle East and are part of agrowing network of PwC Academies present in over 35countries worldwide. We have been developing our ownpeople for over 100 years and it is this deep experienceof helping professionals become business leaders that isembedded intoall PwC’s Academy programmes. We are differentbecause we use both subject matter experts within thePwC network and dedicated Academy staff, each ofwhom bring their wealth of knowledge and practicalexperience.What we doWe offer a variety of training courses, based onthe best practices of PwC’s global network of firms andthe individual experiences of our experts. We constantlyadapt our courses to meet the needsof modem business, customising them to our studentsrequirements and assisting our students in reaching theirorganisational training and strategic objectives.We deliver learning that blends classroom training withinnovative tools including the latest educationaltechnologies, so that learning is relevant, sustainableand fun.How we do itWe believe in the development of talent through buildingon what people know, how they think and what they cando – not as separatecomponents but as an integrated process to createimpact and deliver change. We design ourprogrammes to deliver the knowledge, mindset and skillsneeded to solve today’s important problems and predict,prevent and manage tomorrow’s.4 Chartered Financial Analyst
“The CFA classes have given me anin-depth understanding of the focus areasrelevant to the CFA exam. The friendlyand approachable instructors madelearning more conducive and interactive.Having a classroom-based learningexperience did not only enhanceinteraction but also made the classesmore interesting.Cydney NashChartered Financial Analyst 5
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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 one of the world’s most highly respected and challengingcredential in the finance and investment industry.CFA charterholders are unique in that they 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 distinction that is globally recognised by employers as wellas a host of other organisations including over 125 distinguished universities and colleges andregulatory bodies across the world.Earning the CFA charter demonstrates a mastery of the analytic and decision making skillsneeded in today’s fast paced and competitive work environment.There are more than 154,000 CFA charterholders worldwide in 165 countries andregions. CFA Institute has eight offices worldwide and there are 151 local membersocieties.154,000165 151CFA charterholdersCountries and regionsLocal member societiesChartered Financial Analyst 7
Getting qualifiedMinimum entry requirementsTo become a CFA charterholder, you must meet atleast one of the following criteria:To become a CFAcharterholder, you mustmeet the eligibilityrequirements which includepassing three exams, LevelsI, II and III, andaccumulating48 months of approvedwork experience.The CFA exams vary intheir format and structure. All exams are conducted onlineand each exam is six hours long Level I can be taken inFebruary, May, August andNovember Level II can be taken in Mayand August Level III can be taken in Mayand November The CFA Institute Board ofGovernors sets theminimum passing score foreach level every year.For more informationabout the CFA credential,pleasevisit www.cfainstitute.org8 Chartered Financial Analyst Hold a Bachelor’s (or equivalent) degree Be in the final year of your Bachelor’s degreeprogramme Have four years of qualified, professional workexperience Have a combination of work and collegeexperience that totals at least four years (Note:summer, part‑time, and internship positions donot qualify as work experience)How long does it take?How you study for your CFA exam is very flexible andyou can progress at your own pace. Successfulcandidates may complete the programme in two to fouryears. We recommend for each of the three exams,that you plan on at least six months of preparation tohelp you get the best results.
Levels and Exam FormatsLevel I ‑ 240 multiple choicequestions6%6%Ethical and professional standardsQuantitative method15%6%10%11%10%11%10%15%EconomicsFinancial reporting and analysisCorporate FinanceEquity investmentsFixed incomeDerivativesAlternative investmentPortfolio management and wealth planningLevel II ‑ 20 item sets of 6 multiple choice questions 15%5-10%Ethical and professional standardsQuantitative methodEconomicsFinancial reporting and analysisCorporate FinanceEquity investmentsFixed incomeDerivativesAlternative investmentPortfolio management and wealth planningLevel III ‑ Essay style questions and 10 ical and professional standardsQuantitative methodEquity investmentsFixed incomeDerivativesAlternative investmentPortfolio management and wealth planning*Actual exam weights may vary slightly from year to year.Chartered Financial Analyst 9
Getting qualifiedExam structurePassPassFailFailFail10 Chartered Financial AnalystPassCharterPassCharterLevel IIFeb 2022Level IIINov 2022Level IIFeb 2022Level IMay 2021FailLevel IIIMay 2022Level IAug 2021PassPassLevel IIFeb 2022Level IIAug 2021Level IFeb 2021FailCharterLevel IMay 2021PassPassPassLevel IIMay 2021Level IDec 2020FailLevel IIINov 2021Level INov 2021Level IIAug 2022
CFA Level II exam structurePassPassLevel IIIMay 2021Level IIDec 2020FailFailCharterLevel IIINov 2021Level IIMay 2021FailFailLevel IIINov 2021Level IIMay 2021PassPassCharterLevel IIIMay 2022Level IIFeb 2022Chartered Financial Analyst 11
CFA Level III exam structurePassCharterLevel IIIDec 2020FailPassLevel IIIMay 2021PassCharterCharterLevel IIIMay 2021Fail12 Chartered Financial AnalystLevel IIINov 2021PassCharter
Our training programmeOur CFA trainingprogramme preparesyou for Levels I, II andIII through aComprehensivePreparation Seriesfollowed by anintensive Revision BootCamp Programme.14 Chartered Financial Analyst
TuitionComplementary workshopsOur tuition programme comprises of a seriesof lectures and is made up of over 100 hoursof classroom learning using a range ofmethodologies. The lectures include:Comprehensive study materials, access toover 2000 questions in the form of practicemodules, mock exam, a question bank andaccess to over 60 hours of lecture videocovering each of the core topics.We offer exclusive business skillsworkshops to CFA students for hands‑onexperience which enables them to applythe skills they learn in the classroom atwork. These workshops include topicssuch as: Corporate ration analysis andmodelling a capital budget and risk usingExcel.RevisionSupport coursesWe conduct a 7 day intensive revisionboot camp programme. This includes:Over 55 hours of classroom basedrevision classes, provision of self‑studymodules to use in addition to teachingmaterial, access to over 750 examquestions to solve in class, feedback andone hard copy mock exam.We offer a series of unique, exciting andinteractive support courses that willenhance your CFA preparation and assistyou in your exams. These courses helpyou to learn skills, tips and techniques forbetter time management, overcomingexam nervousness, generating qualitycontent, studying SMART and more.Distance learning programmeOne-on-one doubt clearing sessionsWe offer comprehensive study materialsaccess to over 60 hours lecture videoscovering each of the core topics. We alsoprovide access to over 2000 questionscovering all 10 topics of the exam, 4 progresstests through the curriculum and 5 daysintensive revision in Dubai.We provide one‑on‑one doubt clearingsessions. This is your opportunity todiscuss topics you find challenging or anyquestions you might have.Chartered Financial Analyst 15
Why choose PwC’s AcademyEnsuring you pass!At PwC’s Academy our focus is to makesure you have all the knowledge andexam techniques you need to achieveyour CFA Charter. Our core objective isto help you pass all three exam levelsand our ability to do this is demonstratedby our exceptional pass rates.Our programmes are designed to helpyou understand every learning outcomestatement included in the CFAcurriculum so that you get themaximum marks.We provide you with the very bestcourse materials written especially forPwC students in addition to studytexts,question banks and online resources.Our course materials are designed tohelp the learning process: graphic‑richslides and exam‑style question bankscomplement our lecturers’ livelypresentations.A progress test every few weeksensures that you stay up to speed, inaddition to a full mock exam after therevision course.“PwC’s Academy made my journeytowards a CFA charter a smooth andeasy one.PwC’s Academy has a highly dedicatedand professional faculty especially thelead lecturer, Taimur Mir, who made theclasses enjoyable and interesting. Theirapproach is exam oriented and you willfeel well equipped with all the necessarytools required to pass the exams.Sumeet R. Basantani16 Chartered Financial Analyst
Our lecturersAt PwC’s Academy, our foundation is ourfantastic team of lecturers, all of whom are notonly CFA charterholders but have extensiveexperience teaching CFA. All our lecturers areexperts in the subjects they teach andunderstand the exam requirements so that theyare able to help you get the best results. Ourlecturers are always close by so you don’t haveto wait until class to ask questions and get yourproblems solved.Going the extra mileWe want your time studying with us to be a positive and happy experience and so weprovide a range of services that help you to get the most out of your time with us. Mentoring and guidance from the CFA course managerProgramme advisors to help with registrations and to guide you throughout your studiesStudent counselling and career guidanceFull time lecturers available to help and support youStudent visas for international studentsSessions on exam tips and strategiesConsistently high pass ratesIn‑house full time trainersOne‑on one doubt clearing sessionsDelivery of classes across all three levels in Dubai and Abu DhabiChartered Financial Analyst 17
Our trainersTaimur AliTaimur is the Director of professional qualifications, UAE. He bringswith him, extensive experience in finance and accounting training inthe Middle East region, spanning over a decade. Taimur has ledhuman capital enabling projects for the Academy in the region and hasworked closely with government entities to identify and fill skill gaps inthe workforce. He has designed and delivered customised financialtraining programmes for leading clients in the region.Fareeha HussainFareeha is a professional qualifications trainer at PwC’s Academyspecialising in investment, corporate finance, portfolio and treasurymanagement. In her career spanning two decades, she has trainedcandidates from diverse academic and regional backgrounds. Her abilityto influence and build trust with students, her intensive problem solvingskills and her approach to simplify difficult concepts has resulted inconsistently high pass rates.Ashutosh PradhanAshutosh Pradhan is wealth management and finance trainer at PwC’sAcademy with a career spanning more than two decades. He hasserved reputed MNCs in Consumer goods, Telecom sectors andFinancial services in Business Development roles in India and MiddleEast. He has been a wealth management professional since 2003,and has served in varied roles as Specialist Trainer, InvestmentAdvisor and wealth management product specialist.18 Chartered Financial Analyst
Hassan AbdullaHassan is a senior professional qualification trainer at PwC’s Academy.He has over 7 years of experience in teaching and has beenextensively involved in the delivery of qualifications such as CFA,ACCA, CMA and corporate trainings to various clients in the region. Hehas expertise in identifying, selecting and modifying instructionalresources to meet students’ needs with varying backgrounds, learningstyles and special needs.Marwan ChbakloMarwan Chbaklo is a senior finance trainer at PwC’s Academy. He hasdesigned and delivered several in-house corporate trainings in theMiddle East including major qualifications like CFA, FRM, and CMA. Heis a also a guest lecturer at several renowned universities in Lebanon.He worked for the IFA between 2006 and 2015 as a lecturer coveringCFA (all 3 levels) and FRM along financial modeling. His core expertiseinclude Corporate Finance, Mergers and Acquisitions, Security Analysis,Private Banking, Managerial Economics, Derivatives, AdvancedAccounting, Senior finance, Equity Valuation and financial modeling.Chartered Financial Analyst 19
Contact usTaimur Ali MirDirector – Professional QualificationsT: 971 (0)4 304 3781E: mir.taimur@pwc.comAmna SalimManager – Client RelationsT: 971 (0) 4 515 7495E: amna.salim@pwc.comFollow usPwC’s Academy Middle EastPwc academy mePwC’s Academy Middle East@PwCAcademypwcacademy-me.comThis content is for general information purposes only, and shou
Chartered Financial Analyst 7 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 one of the world’s most highly respected and challenging credential in the finance and investment industry. CFA .
