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CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONSTUDY PACKAGESEXAM PREPARATIONChartered Financial Analyst (CFA ) Program OverviewDemonstrate your knowledge and expertise in investment analysis by earning one of the highest distinctions in the investment managementprofession—the CFA charter. Over 170,000 professionals have gained the knowledge and skills necessary to compete in the investment industry.The charter provides you with:Demonstration of in-demandknowledge and skillsOpportunities for a diverse setof career pathsGreater value and distinctionto employersCFA Institute administers the exam, determines the curriculum, and awards the charter. Notable facts and figures: The CFA Program is a practice-basedcurriculum with three levels of exams. The Level I exam is offered four timesper year (February, May, August, andNovember). The Level II exam is offered in Mayand August. The Level III exam is offered in Mayand November. The curriculum is dynamic and changesannually to remain relevant to the globalinvestment profession. All exams are written in English. There is no limit to the number of times acandidate can take each exam. A candidate can take as much time asneeded to complete the program. The average candidate spends 300 hourspreparing for each level exam. It takes the average candidate 2 ½ to 5years to complete the program.How to Become a CFA CharterholderPassLevel I, II, III4 years y forCFA InsitutieMembershipCandidate Eligibility RequirementsTo enroll in the CFA Program, you must have an international passport and meet one of the following requirements:Bachelor’s DegreeComplete a bachelor’s or equivalent program and receive a college degree.Final-Year StudentBe in the final year of a bachelor’s or equivalent program on the date of enrollment for Level I.Professional Work ExperienceHave a combination of four years (or 48 months) of full-time work experience and/or college education on the date of enrollment for Level I.Dates of education and professional work experience cannot be overlapping.877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489

CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONLevel IBody of Knowledge STUDY PACKAGESEXAM PREPARATIONLevel I Topic AreaEthical and Professional Standards15–20%Candidates concentrate on the tools and concepts related to investmentQuantitative Methods8–12%valuation and portfolio management, as well as an overview of how theseEconomics8–12%processes fit within the guidelines of the CFA Institute Code of Ethics andFinancial Reporting and Analysis13–17%Corporate Finance8–12%Equity Investments10–12% Format: Computer-based test; multiple choiceFixed Income10–12% Questions:– 180 equally weighted questions– Morning Session: 90 questions; Afternoon Session: 90 questions– Each question has 3 answer choices– On average, 1.5 minutes should be allocated for each questionDerivatives5–8%Alternative Investments5–8%Portfolio Management and Wealth Planning5–8%Standards of Professional Conduct.ExamLevel IIBody of Knowledge Total 100%Level II Topic AreaEthical and Professional Standards10–15%Candidates are expected to demonstrate a greater depth of understandingQuantitative Methods5–10%of the tools and techniques that were introduced in the Level I curriculum, inEconomics5–10%addition to applications in asset valuation within the context of the Code ofFinancial Reporting and Analysis10–15%Corporate Finance5–10%Ethics and Standards of Professional Conduct.ExamEquity Investments10–15% F ormat: Computer-based test with item set or “mini cases.” Each item set contains avignette (with an average length of 1.5 pages)Fixed Income10–15%Derivatives5–10% Questions:– 21 item sets or “mini cases”– Morning Session: 10 item sets; Afternoon Session: 11 item sets– 18 item sets will have 6 multiple-choice questions and 3 item sets will have 4multiple-choice questions– Exam is graded for 360 points, corresponding to the number of minutes on the examAlternative Investments5–10%Portfolio Management and Wealth Planning10–15%Level IIIBody of Knowledge Total 100%Level III Topic AreaEthical and Professional Standards10–15%Candidates are required to demonstrate a higher level of understanding of theQuantitative Methods0%materials tested at Levels I and II, as well as display effective knowledge of theEconomics5–10%entire portfolio management process.Financial Reporting and Analysis0%ExamCorporate Finance0% Format: Computer-based test with essay, item sets, and multiple-choiceEquity Investments10–15% Questions:– Morning Session: 8–12 essay questions, 3 item sets with 4 multiple-choice questionsin each; Afternoon Session: 8 item sets with 6 multiple-choice questions in each– Exam is graded for 360 points, corresponding to the number of minutes on the examFixed Income15–20%Derivatives5–10%Alternative Investments5–10%Portfolio Management and Wealth Planning35–40%Total 100%Important: New CFA candidates are encouraged to read all of the testing policies set forth by CFA Institute.877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489

CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONSTUDY PACKAGESEXAM PREPARATIONEnroll and Register in the CFA ProgramTo enter into the CFA Program, candidates must pay USD 450 as a one-timeregistration fee and the required enrollment fee for each level. Exam registration, theCFA Program curriculum, and CFA Institute study tools are included in the candidateenrollment and registration fees.LEVEL IREGISTER NOW »February ExamMay ExamAugust ExamNovember ERIODREGISTRATIONPERIODREGISTRATIONPERIODEarly RegistrationUSD 700Jun 17–Aug 13, 2020Aug 20–Nov 3Aug 20–Feb 2Aug 20–May 4USD 1,000Aug 14–Nov 3, 2020Nov 3–Feb 23Feb 3–May 4May 5–Aug 10Feb 23–Mar 1, 2021May 18–24Aug 24–30Nov 16–22May ExamAugust ExamStandard RegistrationEXAM WINDOWLEVEL IODEarly RegistrationUSD 700Aug 20–Nov 3Aug 20–Feb 2USD 1,000Nov 4–Feb 23Feb 3–May 4EXAM WINDOWMay 25–29Aug 31–Sept 4LEVEL IIIMay ExamNovember ExamStandard TRATIONPERIODEarly RegistrationUSD 700Aug 20–Nov 3Aug 20–May 4USD 1,000Nov 4–Feb 23May 5–Aug 10May 25–27Nov 23–25Standard RegistrationEXAM WINDOW877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489

CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONSTUDY PACKAGESEXAM PREPARATIONLevel I Study PackagesLevel I of the CFA exam tests knowledge and comprehension of investment tools and ethical and professional standards. The historical passrates for the Level I exam are the lowest of all three levels with only 43% of candidates passing. Our packages combine multiple study tools tohelp you learn the material and apply your knowledge to exam questions.RecommendedPremiumPremiumPlus Essential(retail 999)(retail starting at 1,299)(retail 699)ONDEMANDLIVE INSTRUCTIONStarting atSELF-STUDYINSTRUCTIONOnDemand Class Live or OnDemand ClassClass Workbooks REVIEWOnDemand Review Workshop Live Online or In-Person Review Workshop SchweserPro QBank NEW SchweserNotes Module Quizzes Topic Assessments Activity Feed Checkpoint Exams SchweserNotes Videos Practice Exams (4 Exams) QuickSheet InstructorLink Resource Library Schweser’s Secret Sauce COREPASS GUARANTEEPassProtection *Live Instruction is capped at a 15% discount.All packages listed are available as a printed version or an online version. You may also customize your package with printand online components by calling 877.599.2659 (U.S.) or 1 608.779.8327 (Int’l.) and ordering through Customer Service.877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489

CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONSTUDY PACKAGESEXAM PREPARATIONLevel II Study PackagesLevel II of the CFA exam tests application and analysis with a focus on asset valuation and how you apply standards to situations thatanalysts face. Level II is commonly considered the hardest level to pass with a historical pass rate of 45%. Our packages combine multiplestudy tools to help you learn the material and apply your knowledge to exam questions.RecommendedPremiumPlus PremiumEssential(retail starting at 1,499)(retail starting at 1,099)(retail 699)Live Class Class Workbooks INSTRUCTION & REVIEWStarting atINSTRUCTIONStarting atSELF-STUDYINSTRUCTIONREVIEWReview Workshop Schweser’s Secret Sauce CORESchweserPro QBank NEW SchweserNotes Module Quizzes Topic Assessments Activity Feed Checkpoint Exams SchweserNotes Videos Practice Exams (4 Exams, Vol. 1 & 2) QuickSheet InstructorLink Resource Library PASS GUARANTEEPassProtection *Live Instruction is capped at a 15% discount.All packages listed are available as a printed version or an online version. You may also customize your package with printand online components by calling 877.599.2659 (U.S.) or 1 608.779.8327 (Int’l.) and ordering through Customer Service.877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489

CFA PROGRAM OVERVIEWEXAM DETAILSEXAM REGISTRATIONSTUDY PACKAGESEXAM PREPARATIONLevel III Study PackagesLevel III of the CFA exam requires demonstration of the same skills as Level II but tests your ability to make and write about judgment calls.The constructed response section of the Level III exam is the biggest difference between the previous levels. You must answer open-endedquestions that do not have multiple-choice questions. The historical pass rate is 56%. Our study packages include the tools you need tomaster every Learning Outcome Statement and practice your ability to answer constructed response questions.RecommendedPremiumPlus PremiumEssential(retail starting at 1,499)(retail starting at 1,099)(retail 699)Live Class Class Workbooks INSTRUCTION & REVIEWStarting atINSTRUCTIONStarting atSELF-STUDYINSTRUCTIONREVIEWReview Workshop Schweser’s Secret Sauce CORESchweserPro QBank NEW SchweserNotes Module Quizzes Topic Assessments Activity Feed Checkpoint Exams SchweserNotes Videos Practice Exams (4 Exams, Vol. 1 & 2) QuickSheet InstructorLink Resource Library PASS GUARANTEEPassProtection *Live Instruction is capped at a 15% discount.All packages listed are available as a printed version or an online version. You may also customize your package with printand online components by calling 877.599.2659 (U.S.) or 1 608.779.8327 (Int’l.) and ordering through Customer Service.877.599.2659 (U.S.) 1 608.779.8327 (Int’l.) www.schweser.com/guideMKT-016489