Iplan CFA Brochure
Iplan CFA Brochure
Iplan CFA Brochure
Brochure 2012
iPLAN EDUCATION | 3RD FLOOR, W-6 | WEST PATEL NAGAR | NEW DELHI-8| +91-9999616222
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.
WHAT-WHEN-WHERE-WHY
What is CFA
Its 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 . 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
iPlan Education actively conducts training for top companies and colleges.
When to Enroll
by 14-Mar Level 1 Program Enrollment Exam Registration By 22-Aug by 12-Sep
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)
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
Program Highlights
100 hours of well-designed training over a period of 3- 4 months. 20 hours of revision classes and assessment. 2 mock test for each level with proper feedback and assessment. 3000s of questions for online practice for each subject. Study materials, Class presentations, formula sheets Training on financial calculators and advance excel. Classes held on Weekends only. CFA , CFA Level III, FRM, MBA Finance faculties. Visiting faculties from investment industry. Reference materials, international magazines and resources available. Delhi based institute properly equipped with computer lab facility. Extra Classes for non-finance students.
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
Inventories and Assets Income Taxes Financial Analysis and Ratios International standards Portfolio Management Introduction to Portfolio Management Asset pricing models Risk and return theory 2
Alternative Investments Commodities and Forex Derivatives Derivative Markets Derivative Instruments Forward, Future, options and swaps Option strategies and Hedging Ethical and Professional Standards 3
Faculty Profile
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 worlds 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.
Aditya Malhotra
[MBA-Finance, CFA III Candidate, FRM II Candidate, BE] He is an MBA Finance from MDI, Gurgaon and BE from NSIT, both being among Top 10 colleges of the country in respective categories. He has a strong passion for Finance, and he has cleared CFA Level II and 1 Level of FRM in the first attempt. He has a strong academic record and has been a meritorious student throughout his student life. He also has a Wex in Equity Research and love to share the practical insight of the industry.
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 BSchools. 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 +91-9910805305 Landline: 011-47330214 Email: info@iplanonline.in 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.
Important links
iPlan (Details of coaching schedule and fees) CFA Institute, USA Download CFA LEVEL I Course Curriculum Program calendar for 2011 CFA exams Download Test centres for June 2010 exams (Test Centres may subject to change)
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.