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CFA ® Training: Best efforts for Best preparation
CFA L1 Brochure 2013
iPLAN EDUCATION | 3RD FLOOR, W-6 | WEST PATEL NAGAR | NEW DELHI-8| +91-9999616222
About CFA®
CFA ®Program is offer by CFA Institute, USA; it is the most respected and recognized
designation among finance professionals around the world.
‘The Economist’ ranked CFA ® as the gold standard program among investment
analysis designation. It has global recognition nearly 119,000 CFA charter holder
work in over 130 countries.
About iPlan Education TM
iPlan Education started with an Endeavour to provide best programs in investment &
Finance domain.
It was started by a team of Investment professionals from top companies like Goldman
Sachs, E&Y, Copal Partners and PWC. Having qualifications from institutes like CFA-US,
GARP-FRM, CA, IIM-L, GIM and GITAM.
Awarded with: Best upcoming Institute in Finance Training 2013 by BIG Research
Corporate Training done for:
o Colleges : FMS-Delhi, BITS-Pilani, IMT-Ghaziabad and 16 more
o Companies: Morning Star, Angel Broking, Alankit and 7 more.
Who have already joined our programs:
o +40 different companies working professionals
o +3500 College students
o +350 students in Class room training
o +11 state in India and
o +6 different countries students
WHAT-WHEN-WHERE-WHY
What is CFA® It’s a graduate level self-study program for people who want to make their career inInvestment
Banking, Portfolio Management, Investment Research and Security Analysis, Asset management,
Hedge Funds, Credit Rating, Commercial Bank, Insurance & Mutual Funds, Equity Research etc.
It has 3 Levels, Level I Exam is conducted in June and December. CFA Level II and Level III is
conducted only in June.
Normally people take 1.5 years to 3 Years maximum to pass all levels.
www.iplanonline.in
CFA ®Charter
To earn a CFA charter, you must have four years of qualified investment
work experience, become a member of CFA Institute, pledge to adhere to
the CFA Institute Code of Ethics and Standards of Professional Conduct on
an annual basis, apply for membership to a local CFA member society, and
complete the CFA Program. ~source : CFA Institute
What to study: CFA® CURRICULUM A committee of practicing CFA charter holders along with CFA Institute
designs the curriculum.It is based on the Candidate Body of Knowledge
(CBOK). The curriculum is world recognized by different universities and
business organization.
Subjects and Weightage
Topic Area Level I Level II Level III
Ethical and Professional Standards (total)
15 10 10
Investment Tools (total) 50 30-60 0
Corporate Finance 8 5-15 0
Economics 10 5-10 0
Financial Reporting and Analysis 20 15-25 0
Quantitative Methods 12 5-10 0
Asset Classes (total) 30 35-75 35-45
Alternative Investments 3 5-15 5-15
Derivatives 5 5-15 5-15
Equity Investments 10 20-30 5-15
Fixed Income 12 5-15 10-20
Portfolio Management and Wealth Planning (total)
5 5-15 45-55
Total 100 100 100
iPlan Education actively
conducts training for top
companies and colleges.
When to Enroll For June’14 Attempt
by By by
25-sep 12-Feb 12-Mar
CFA Level 1
Program Enrollment $440 $440 $530
Exam Registration $620 $800 $1170
Curriculum eBook version Included Included Included
Total $1060 $1,240 $1700
Eligibility to enroll for CFA® Program
Have a bachelor's (or equivalent) degree
- or be in the final year of your bachelor's degree program at the time
of registration
- or have four years of qualified, professional work experience
- or have a combination of work and college experience that totals at
least four years (Note: Summer, part-time, and internship positions do
not qualify)
Examination are held in English language
Effective 1 January 2011: You should have a valid international travel
passport (required for enrolment and exam registration for
international id proof)
When exam is conducted Mock Exam for June’2014 will be available from March 2014
Exam for Level 1 will be held in 1st week June.
Where to take the examinations Examination for CFA® is now conducted at Delhi, Mumbai and Bangalore in
India. Sometimes examination centers in India are not available at the time of
registration. However, these are later updated and students can change their
examination center after registration also.
Our Partners:
Knowledge Partner
Business Partner
Training Partner
Placement Partner
Examination pattern CFA Level I
o Total 240 multiple choice questions
o 2 sessions, 120 questions in one session
o Examination held twice in a year (June and December)
o Only HP 12C and Texas Instrument BA II Plus calculators are allowed
o For more detail click here
CFA Level II
o 20 item sets (short case studies)
o 10 item sets in morning sessions and 10 in after noon session
o Each item set has 6 questions ( 120 questions total)
o Examination is held only in June
o For more detail click here
CFA Level III
o Essay and item sets (short case studies)
o Essay in morning session has 10-15 questions and 10 item sets in afternoon session
o Examination held only in June
o For more detail click here
Why to prepare at
CFA® Preparatory Classes at iPlan Education
iPlan Education is a premier institute in providing investment and Finance related courses in Delhi.
Institute is well managed by an advisory committee of professionals and well experienced people
from the field of investment and finance. iPlanEducation was founded in by a team of CFA, FRM,
MBA and CA. The team possesses great industry experience with companies like Goldman Sachs,
PWC, Copal Partners, Escort, Unitech, IOC and Capital iQ.
We have been conducting professional training and workshops for B-schools and capital market
companies. Now we have brought customized training and preparatory classes for CFA, FRM, CAIA,
CFP and 6 more.
CFA ® Training Program:Best efforts for Best preparation
Our CFA ® Program attracted participant from various MNCs.
Our objectives and challenges Our objective is to make you expert at every level and topics covered in CFA. The prime focus will be
to make you pass in the very first attempt so that your time and resources do not get wasted. We
focus on holistic approach of training for students from any stream, so that they don’t face any
difficulty in understanding investment &finance.
Training classes are conducted on the weekends (SAT-SUN)
Times are 3 Pm to 7Pm
Air conditioned class room with high resolution projectors and instruments
Supplements and study materials are provided in during training
Revision and foundation classes for students from non-finance background
Teaching methodology: A comprehensive training and a holistic approach
Program Highlights
120 hours of well-designed training from CFA qualified faculties*.
40 hours of Online video lectures Developed by Experienced CFA Charters.
20 hours of revision classes and Test papers.
++ Free Study Materials worth INR 10,000
o Set of 5 Subject Books
o 40+ hrs video lectures
o Handy Formula Guide
o 6000 Slides on Lectures.
o +2000 Questions for practice
o 2 Full length Mock test
o 4 Mid term Exams
o Live market Classes on Equity and Derivative Trading
CFA ®, CFA Level III, FRM, MBA Finance faculties.
Full time 7 days dedicated faculty.
Visiting Faculties from Investment Industry and top B-School like MDI, IIM and others.
You also have
opportunity to
get internship
from USA*.
Subjects and study sessions for CFA Level 1 Subjects Sessions
Sessions
Quantiative Analysis 3 Corporate Finance 2
Time Value of Money
Cost of Capital Discounted Cash Flow
Capital Budgeting
Probability
Working capital management Distributions
Financial Statements of a company
Sampling and Estimations Hypothesis testing
Equity Investments 3
Statically Concepts
Functions and operation of Security market Technical Analysis
Exchanges and Indexes
Company Analysis
Economics 3 Industry / Sector analysis Micro and Macro Economics
Stock valuation and price multiples
Fiscal Policy Monetary Policy
Fixed Income 3
Money Type, Inflation, PPP Over view of Fed
Bond Valuation
Risk associated with govt securities and bond
Financial Reporting and Analysis 4 Debt instruments Introduction and Basic
Zero coupon bond
Financial Reporting Mechanism
Yield curve and spreads Reporting standards
spot and forward rates
Income & Loss statement Balance Sheet, Cashflow, Fundflow
Alternative Investments 2
Inventories and Assets
Alternative Investments Income Taxes
Commodities and Forex
Financial Analysis and Ratios International standards
Derivatives 3
Derivative Markets
Portfolio Management 2 Derivative Instruments Introduction to Portfolio Management
Forward, Future, options and swaps
Asset pricing models
Option strategies and Hedging Risk and return theory
Ethical and Professional Standards 2
# Each study session is of 4 hours.
S.N. Gupta
[B.Com(H),FCA, AICWA,CPA,CMA,CFM,CISA,CIA,CFSA,CGAP,CCSA & CFE]
Mr. Gupta is one of the Exceptionally Qualified Individual in the realm Commerce in India. He is a
Commerce Graduate, Chartered & Cost Accountant from India and also possesses almost all Premier
Qualification of Commerce such as CPA, CMA, CFM, CISA, CIA, CFSA, CGAP, CCSA and CFE from
United States of America.
He has over 20 years of rich multi cultural experience in Accounting, Auditing, Costing, Budgeting,
MIS Reporting and System Implementation in premier organizations such as AF Fergusons (now part
of Deloitte), Ernst & Young, Abu Dhabi Investment Authority (IMF Presence in the Middle East)
and Central Bank of Oman.
He is also privileged to be associated with the teaching profession for close to two decades mostly
with World renowned names such as Becker Conviser USA for CPA. Stall USA for CFA, IMA USA for
CMA, PRC Review USA for CIA.
Umesh Bhatia
[MBA-Finance, CFA® Level 2]
Umesh has over six years of experience working in Investment, Financial Services, Renewable Energy and Technology industries with companies like Goldman Sachs, Entegra, Xerox and Infosys. He holds an MBA in Finance from the Simon Business School, University of Rochester, New York. His areas of expertise include Project Financing, Quantitative Analysis, Corporate Finance and Financial Modeling. In addition, he possesses a quality experience as instructor for MBA and CFA candidates at various B-Schools.
Anupam Jain [FRM Charter, CAIA
®, CFA
® Level II, MBA-Finance and B.Tech]
He is currently associated with world’s one of the leading auto manufacturers, helping them in
Treasury, Corporate Finance, Mergers & Acquisitions, Corporate Strategy, Cross Border JVs and
Capital Markets. He is an engineer and he also holds an MBA from Goa Institute of Management.He
has FRM Charter from Global Association of Risk Professionals, USA.
Faculty Profile
Pawan Choudhary: [MBA-Finance (Gold Medalist), B.Com ((Gold Medalist), CFA Level II] He had been a consistent performer throughout in his career and academics; a Gold Medallist in his B.COM and MBA. He is an expert in research in equity markets; value investing, Financial Behaviours, Financial Management and Derivative Strategies. He is associated with Financial Markets for last 4 years. He also has rich experience of teaching in different Financial Institutes and B-Schools. More of all, he believes in constant learning, experimenting with new things and sharing with everyone.
CA Sanjay Gupta:
He is an ’86 passout from SRCC and was awarded CA in ‘93. He started his career with Unitech and
later got associated with Indo Asia as Finance Head. He is having more than 20 years of experience in
stock market in investing and Equity Valuation.Currently he is a well-established entrepreneur in
financial industry.
Seasoned Faculties:
Apart from core faculties students will be having time to time interaction with many industry experts
and professionals; coming from CA, CFA, FRM, MBA and lecturers from top B-schools.
“The quality of a person's life is in direct proportion to their commitment to excellence, regardless of
their chosen field of endeavor.” - Peter F. Drucker
3rd Floor, W-6
West Patel Nagar Near Shadipur Metro New Delhi-110008 Contact: +91-9999616222 +91-9811500659 Landline: 011-25871957 Email: [email protected] Website: http://www.iplanonline.in CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by iPlan. CFA Institute, CFA®, and Chartered Financial Analyst®; are trademarks owned by CFA Institute.
