Iplan CFA Brochure

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CFA Training: Best efforts for Best preparation

Brochure 2012

iPLAN EDUCATION | 3RD FLOOR, W-6 | WEST PATEL NAGAR | NEW DELHI-8| +91-9999616222

www.iplanonline.in 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 Eduaction was founded by a team of CFA, FRM, MBA and CA. The team possess great industry experience with companies like Goldman Sachs, PWC, Copal Partners, WNS, Mahindra, Unitech, IOC and Capital iQ. We have been conducting professional training and workshops for B-schools and companies. Few of them are FMS-Delhi, BITS-Pilani, BVP, Morning star, Alankit, Angel and more. Offer courses in Investment & finance domain like CFA, FRM, CAIA, CFP and more. Professionals from more than 40 different companies joined us. Our students are working in more than 14 states in India. We have trained more than +2000 B-school students across India and professionals from various MNCs. We have a global presence. (Australia, Singapore, UK and few more)*

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.

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 Ethical and Professional Standards (total) Investment Tools (total) Corporate Finance Economics Financial Reporting and Analysis Quantitative Methods Asset Classes (total) Alternative Investments Derivatives Equity Investments Fixed Income Portfolio Management and Wealth Planning (total) Total Level I 15 50 8 10 20 12 30 3 5 10 12 5 100 Level II 10 30-60 5-15 5-10 15-25 5-10 35-75 5-15 5-15 20-30 5-15 5-15 100 Level III 10 0 0 0 0 0 35-45 5-15 5-15 5-15 10-20 45-55 100

When to Enroll
by 14-Mar Level 1 Program Enrollment Exam Registration By 22-Aug by 12-Sep

$420 $650 save $40 $995

$420 $745 save $40 $1,125

$505 $1005 save $40 $1,470

Curriculum eBook version Total

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 Dec2012 will be available from September 2012 Exam for Level 1 will be held on 1st Dec2012

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.

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

CFA Training Program:Best efforts for Best preparation


Why to prepare at

CFATraining 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.

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.

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 dont face any difficulty in understanding investment &finance.

Teaching methodology: A comprehensive training and a holistic approach

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

Subjects and study sessions for CFA Level 1


Subjects Sessions Quantiative Analysis 3 Corporate Finance 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 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 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 Sessions 2

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

# Each study session is of 4-5 hours.

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.

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