Weekendowe i tygodniowe kursy CFA, z prywatnym tutoringiem i ćwiczeniami gwarantującymi solidne przygotowanie do egzaminów już od 8.000 zł, a kursy on-line od 5.000 zł.
1. Kurs weekendowy – 136 godzin
Zajęcia odbywają się w weekendy i są dedykowane osobom, które w tygodniu nie mogą poświęcić czasu na przygotowanie się do egzaminu CFA® bądź nie mają usystematyzowanej wiedzy z zakresu finansów i rachunkowości. Po każdej sesji zostaną omówione pytania egzaminacyjne, które pozwolą uczestnikom sprawdzić nabytą wiedzę. Przed rozpoczęciem sesji weekendowych Instytut oferuje bezpłatny czterogodzinny kurs języka angielskiego z zakresu terminologii zagadnień egzaminacyjnych.
2. Intensywny kurs tygodniowy – 40 godzin
Zajęcia odbywają się od poniedziałku do piątku. Kurs jest dedykowany osobom, które chcą samodzielnie przygotowywać się do egzaminu CFA® bądź mają szeroką wiedzę z zakresu finansów i rachunkowości, ale potrzebują powtórzenia i usystematyzowania wiedzy przed egzaminem.
3. Kurs on-line
Daje możliwość przygotowania się do egzaminu CFA® dla osób często podróżujących i nie mogących korzystać z regularnych zajęć. Kurs oferuje indywidualne podejście trenera do potrzeb uczestnika i przeprowadzenia zajęć za pomocą platformy on-line. Intensywność kursu oraz jego częstotliwość zależą od przygotowania merytorycznego uczestnika i jego dostępności.
4. Prywatny tutoring
Pozwala przygotować się do egzaminu CFA® osobom, które nie modą skorzystać z regularnych zajęć grupowych bądź wymagają indywidualnego podejścia. Intensywność kursu oraz jego częstotliwość zależą od przygotowania merytorycznego uczestnika i indywidualnych ustaleń odnośnie do miejsca i czasu zajęć.
Uczestnicy wszystkich kursów mają możliwość wykupienia dodatkowej sesji weekendowej, przeznaczonej na symulację egzaminu.
- Why the CFA Program?
- Program Requirement
- Scope of CFA Program
- CFA Exam
Szczegółowa informacja o programie CFA w j. polskim
Application Forms – Karty zgłoszenia
1. Why the CFA Program?
The CFA Program, administered by CFA Institute, is a graduate-level study and examination program intended to expand your working knowledge and skills relating to investment decision-making. Successful completion of the program and its requirements will earn you the CFA designation, one of the profession's most valued symbols of distinction and excellence, as well as highest ethical and professional standards.
Value of the charter holder?
As a charter holder you will gain:
- credibility
- competitive advantage
- connections
- recognition
- improved compensation potential
Compensation increase
Source: CFA Institute 2007 Member Compensation Survey
2. Program Requirement
Typical CFA candidates include analysts, portfolio managers, investment bankers, traders, fund managers, and auditors. In order to be listed as a CFA charterholder, one must fulfill the following requirements:
- Hold a US Bachelor's degree or equivalent, 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)
- Understand professional conduct requirements
- Master English at professional level
- Pass all three levels of CFA Program exams sequentially
- Become a regular member of CFA Institute
Program Levels
The CFA program is divided into three "levels", each of which concludes with an examination. The Institute offers the Level I exam twice a year: in June and December (however Level I exam is offered in Poland only in June). The exams for Levels II and III are offered once annually in June. Candidates who fail to pass one of the exams cannot advance to the next level, though they may repeat the examination.
3. Scope of CFA Program
The CFA Program curriculum is based on the CFA Institute Candidate Body of Knowledge, which emphasizes current investment theory and practices. The topics of curriculum include such aspects as:
- Ethical and Professional Standards
- Quantitative Methods
- Economic
- Financial Reporting
- Corporate Finance
- Equity Investment
- Fixed Income Derivatives
- Alternative Investment
- Portfolio Management
The exam's weights are following:
| |
Level I |
Level I |
Level I |
| Ethical and Professional Standards |
15% |
10 % |
10 % |
| Investment Tools |
50% |
30-60% |
0% |
| - Quantitative Methods |
12% |
5-10% |
- |
| - Economics |
10% |
5-10% |
- |
| - Financial Reporting and Analysis |
20% |
15-25% |
- |
| - Corporate Finance |
8% |
5-15% |
- |
| Asset Classes |
30% |
35-75% |
35-45% |
| - Equity Investments |
10 % |
20-30% |
5-15% |
| - Fixed Income |
12% |
5-15% |
10-20% |
| - Derivatives |
5% |
5-15% |
5-15% |
| - Alternative Investments |
3% |
5-15% |
5-15% |
| Portfolio Management and Wealth Planning |
5% |
5-15% |
45-55% |
| Total |
100% |
100% |
100% |
4.CFA Exam
Each CFA Program level culminates in a six-hour examination administrated in two-three hour segments. These examinations are live, proctored exams, and are offered in hundreds of locations in more than 90 countries throughout the world. The list of examination centers you can download: December test_centers
Exam Dates:
- Level I - The Level I exam takes place twice a year, in June and December.
- Level II & III - The Level II & III exams take place only once a year, in June.
Registration Fees
December 2010 Exam Levels I
| Payment deadlines | Program enrollment (new candidates only)
| Exam registration* | Total cost |
| 24 August 2010 | $400 | + $710 | = $1110 |
| 15 September 2010 | $480 | + $955 | = $1435 |
*The exam registration fees also include the complete curriculum and one mock exam per level. Sample exams are available for purchase. The curriculum portion of the fees may be taxed in some U.S. states and Canada. Customs policies vary widely from country to country. International shipments may be subject to import duties and taxes, which are levied once a shipment reaches your country. You must pay any additional charges for customs clearance.
Exam Format
| | Level I | Level II | Level III |
| Time | 6 hours | 6 hours | 6 hours |
| Number of Questions | 240 questions | 120 question | 60 questions + essays |
| Question Types | Multiple Choice | Item Set | Item Set & Essay |
| Focus | Knowledge and Comprehension | Analysis and Application | Synthesis and Evaluation |
Exam Pass Rate
As CFA candidate enrollments have continued to increase over the past decade; exam pass rates have shown an overall decline. Level I pass rates hit 34 percent in 2004 and have continued to hover in that range. As shown in the graph below, the June 2009 Level I pass rates at 46 percent, the Level II pass rate for June 2009 was 41 percent, and for Level III it was 49 percent.
CFA Exam Pass Rate 2009
Source: CFA Institute 2009
