CFA PROGRAM TRAINING SOLUTIONS - Kaplan Leadership and Professional ...
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CFA PROGRAM TRAINING SOLUTIONS
Table of Contents
Kaplan: Programs Delivered on a Global Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Kaplan Genesis: Regional Expertise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
History and Pedigree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
About the CFA program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About the CFA Exam. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Our USPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Our Complete Learning Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Customized Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Trainer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Our Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
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Kaplan: Programs Delivered on a Global Scale
Kaplan operates from nearly 400 locations in over 40 countries. We employ trainers, facilitators,
lecturers, coaches, speakers, and instructional designers in approximatively 100 languages around
the world. Whether you are a multinational corporation with offices in every continent or a business
based in a single location, we can deliver commercially relevant programs close to home.
1M+ 1K+ 30+
Delegates Education Countries
worldwide partners
2600+ 75+ Largest
Business Years transforming Financial training
clients lives provider
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Kaplan Genesis: Regional Expertise
Kaplan Genesis is a leading provider
of professional development solutions
managed by highly qualified and
experienced industry experts who are
passionate about the effective delivery of
high quality education in Middle East and
Africa.
Our aim is to support your organization
with an integrated approach for all your
CFA exam training needs. Our delivery
capabilities encompasses local expertise
along with globally renowned resources
enhanced by international best practices.
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About us - History and Pedigree
Schweser Study Program
became #1 provider of
study notes and seminars
for CFA exam prep
Schweser study program
had launched study
materials for all three
1996
levels of CFA
Dr. Carl Schweser and
Dr.Andy Temte, CFA
created the very first
Schweser study
program for the
1993
Level I CFA cohorts
of 1991
1990
Kaplan Inc. began in
with one student and
one instructor and
rapidly became popular
as the premium choice
for many exam
prep solutions
1938
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Owing to this success,
Kaplan Inc. acquired
the Schweser Study
Program. Since the
acquisition Kaplan
Schweser has been
the world leader in Genesis Institute was
providing premier CFA founded in Dubai, UAE
introducing an extremely
exam prep materials
effective CFA test prep
and continues to be
solution led by CFA Genesis Institute
the most trusted name charterholders and was expanded their
in the industry the first of it’s kind in portfolio with the
the Middle East region industry’s best
and gained immense solutions, and
popularity became the only
provider in this Following this success
1999 region with the
largest pool of
Kaplan acquired Genesis
Institute forming Kaplan
training faculty Genesis. These two
2008 who were CFA
charterholders
leading Kaplan entities
- Schweser and Genesis
have now combined
their global and regional
expertise in CFA exam
2015 prep thus providing the
most trusted and holistic
CFA preparatory solution
in the Middle East and
African region
2017
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The CFA program constituting of three exam levels is arguably the most reputed certification of its
kind globally. It is focused on asset management and investment research, both of which are multi-
billion dollar industries.
The rigorous and comprehensive program is a brilliantly balanced mix of concepts and practice that
is meant to train practitioners. The CFA program curriculum is regularly reviewed so that candidates
are armed with the latest tools, ideas, and concepts. An important aspect that sets it apart is its
emphasis on Ethics; CFA charterholders confirm to the highest standards of professional conduct.
Due to all of this, the Chartered Financial Analyst designation has become the Gold Standard in
the industry. This also explains why, even 50 years after it came into existence, the CFA program
continues to be a growth story that attracts hundreds of thousands of ambitious students globally.
ROADMAP TO EARN THE CFA CHARTER
• Acquire 4 years
of relevant work
experience
Register for the Pass the exam • Become a
CFA exam in June member of CFA
Institute
ENROLL LEVEL I LEVEL II LEVEL III MEMBER
ELIGIBILITY
MENT EXAM EXAM EXAM SHIP
• Bachelor’s degree Pass the exam in Pass the Earn the
• Final year of June or December exam in June CFA charter
degree program
or equivalent
• 4 years of
professional
work experience
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EXAM TOPIC WEIGHTAGES FOR ALL 3 LEVELS
TOPICS LEVEL I LEVEL II LEVEL III
Financial Reporting & Analysis 15% 10-15% 0
Ethics & Professional Standards 15% 10-15% 10-15%
Equity Investments 11% 10-15% 10-15%
Fixed Income 11% 10-15% 15-20%
Quantitative Methods 10% 5-10% 0
Economics 10% 5-10% 5-10%
Corporate Finance 10% 10% 0
Derivative Investments 6% 5-10% 5-10%
Alternative Investments 6% 5-10% 5-15%
Portfolio Management & Wealth Management 6% 5-15% 35-40%
TOTAL 100% 100% 100%
EXAM FORMAT FOR ALL 3 LEVELS
LEVEL I LEVEL II LEVEL III
Final exam includes
240 Multiple choice 20 Item-set questions
both Essay questions
questions (MCQ's) divided followed by 6 MCQ's
Exam format in to two sessions divided between 2 sessions
(Morning session) and
Item-set questions
(Morning & Afternoon) (Morning & Afternoon)
(Afternoon session)
Pass rate 35 - 40% 40 - 45% 50 - 55%
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• One of the world’s largest and most diverse education
We are providers. Throughout our 75-year history, Kaplan has
Kaplan been a beacon for expanding educational access and a
leader in instructional innovation
• Experienced instructors, best in the region - who are CFA
Training
charterholders themselves with over 70 years of collective
pedigree teaching and industry credentials
• Kaplan Schweser has a historic, unbroken streak of over
Globally 25 years of proven success in preparing candidates for
renowned the CFA Program exam. 97% of Schweser CFA Program
students would confidently recommend Kaplan Schweser
study materials exam prep to future candidates
• Our CFA exam prep solution comprises of pre-
Highly assessments, preparatory and revision elements which are
customized designed to be highly customizable in order to meet your
business challenges by deriving at most-suited delivery
solution
mechanisms
Effective • We’re dedicated to helping your candidates achieve their
monitoring goals through our constant performance monitoring and
and reporting reporting processes. We are aware that you succeed when
they succeed - and our success lies in yours
framework
Holistic • We can also deploy our double helix approach to create a
customized learning journey. It comprises of exam prep
approach to skill
accompanied by technical competencies and behavioral
development confidence for your analysts. Helping them to set out on a
for analysts path of becoming future leaders in an organization
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Leveraging on our years of training In-house CFA candidates, we have created 3 variants to help you
choose the most suitable option. These variants are distributed on the following paradigms:
REVIEW
WORKSHOP
SUPPORT LEARNING
Recall & revise all key
SYSTEMS RESOURCES
concepts necessary
Candidate shall be provided to pass the exam and To support learning of the
constant doubt solving practice questions in student by providing world
& motivational support an exam simulated, class learning solutions
through the challenging time pressured by Schweser & aided by
journey to attain the environment Stanley (Personal guide
CFA charter to passing the CFA
exam)
TUITION
CORE EXAM
ELEMENTS SIMULATION
To provide a thorough
To reduce the element of
understanding of all
surprise for the candidate &
concepts necessary to pass
improve confidence while
the exam and reinforce the
reducing exam stress
learning through practice
using exam simulation
MONTIORING
& REPORTING
ENHANCER A number of measures in
ENHANCER
order to minimize potential
ELEMENTS risks, motivate the ELEMENTS
delegates and keep them
on track for exam
success
COACHING & MENTORING
Customized study planning, exam strategy & motivation
EXAM SUCCESS
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A SUITABILITY BASIC PLUS ENHANCED
1 IDEAL DELEGATE TRAITS
Finance Accounting Non-Finance
Academic Background
Qualification Qualification Bachelors
Time for Self Study HIGH LOW HIGH
Required Level of Monitoring LOW HIGH HIGH
2 PRE ASSESSMENT TESTS
50 questions in MCQ format spread over
1.5 hours covering financial markets,
> 70 > 55 < 55
quantitative techniques, economics and
financial reporting
B TRAINING
1 PREP COURSE PREP
Foundation program: Inclass training
covering the basics of 5 topics (FRA, Quants,
- 3 Days 3 Days
Economics, Markets & Derivatives) which
many Level I candidates find difficult
2 EXAM PREPARATION 18 DAYS 24 DAYS 34 DAYS
Comprehensive Inclass training covering all
10 topics
Monitored Question Solving Sessions
Post Topic Review Session
Topic Test on Each Topic
Interim Mock Exam (Exam Simulation)
Group Doubt Solving Sessions
Study Planner Sessions
3 REVISION 8 DAYS 10 DAYS 12 DAYS
Recall and review all key concepts with
Question Solving
Exam Simulated Question Solving
Discussion on Questions Solved
Exam Approach Strategy
Key Question Solving Tricks
Key Formulae Review Session
100 Key Question Review Day
4 EXAM SIMULATION 1 Day 4 Days 6 Days
Monitored Mock Exam(s) 1 2 3
Online Review of Mock Exam
Inclass Review of Mock Exam
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C VALUE ADDS
BASIC PLUS ENHANCED
Dedicated Project Management Support
Dedicated Student Relationship Support
CFA Exam Registration Support
Ask the Instructor Email Support
WhatsApp group for Technical and
Motivational Support
WhatsApp Access to Trainers
D LEARNING RESOURCES
1 STUDY MATERIAL & PRACTICE
Schweser Notes - 5 Books
Schweser Slide Pack
Schweser Practice Volume 1 - 3 Mock Exams
Schweser Practice Volume 2 - 3 Mock Exams
2 E-LEARNING PORTAL
Schweser Videos
Schweser Qbank (Covering all LOS)
Study Calendar
Performance Tracker
3 REVISION
Passmate or Schweser Mind Map (200 page
concise revision tool)
Revision Q&A Book
E MONITORING & FEEDBACK
FEEDBACK REPORT
Frequency Monthly Fortnightly Weekly
Attendance
Test Performance
Class Participation
Individual Candidate Feedback
Corrective Action Plan
Monthly One on One meeting with
Course Coordinator
F OVERALL PROGRAM DURATION 27 days 41 days 55 days
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ANALYST DEVELOPMENT PROGRAM
We believe that all training programs are about more than just instilling skills – they’re about changing behaviors
that result in better individual and team performance, and enabling your employees to effectively lead the
change within your organization.
We design all of our programs to meet our client’s particular challenges by gaining an in-depth understanding of
an organization’s culture and derive at most-suited delivery mechanisms - through collaborative customization.
The learning journeys and developmental interventions that are created as a result of this collaborative effort
blend behavioral and technical elements which complement the CFA exam prep solution. This learning journey
is aimed at developing the competence, confidence, and behavioral skills to empower learners to make
better decisions and drive performance as financial analysts and also set them out on a path to becoming
value-driven future leaders in the organization.
Illustrative learning journey for an Analyst
START Excel 101 (2 days) LEVEL I CFA PREP
Introduction to corporate world: Personal brand & Business writing &
Business Etiquette self-awareness story telling
(2 days) (2 days) (2 days)
)
ays
3d
ce
l(
Ex
Introduction to financial ed
LEVEL II CFA PREP Advanc
modeling (2 days)
Financial Team Increasing managerial
storytelling leadership effectiveness
(2 days) (2 days) (2 days)
T hr e e
st a ( 3 d
te m
e
ay nt m
s) od
eling Financial statement Financial modeling
analysis (2 days) LEVEL III CFA PREP masterclass (4 days) END
Accountability Managing Managing multiple
for results change priorities successfully
(2 days) (2 days) (2 days)
PRE-LEVEL MODULES POST-LEVEL MODULES BEHAVIOURAL MODULES
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Trainer Profiles
MOHIT MALHOTRA, CFA
Managing Director
Over 16 years of experience in portfolio and investment analysis, business
valuations, corporate finance and financial modeling.
VISHAL IYER, CFA
Director & Product Head
Over 12 years of experience in corporate finance; involving the development
of derivative strategies, working capital, cash flow and risk management.
YASIR ALI, CFA, CMA, ACCA, FRM, ACMA, CGMA
Associate Director & Product Head - Accounting & Taxation
Over 15 years of experience in implementation of foreign investment
appraisal, risk management and preparing
financial models.
RAHUL SONTHALIA CFA, CMA
Associate Director & Product Head - Executive Education & Financial Markets
Over 11 years of experience in the area of macro-economic research, equity
research, investment banking, with specialization in financial analysis, equity
valuation and Financial Modeling.
KARAN SHARMA, CFA
Financial Trainer
Over 10 years of experience in M&A advisory, financial modeling, buy-
side equity research, advanced excel and financial statement analysis.
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Exceedingly helpful in answering
queries and explaining difficult
concepts. Feeling much more
prepared for the CFA exam
Corporate client
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& PROFESSIONAL DEVELOPMENT
CONTACT US
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Dubai Abu Dhabi
Office #2401, Vision Tower, Business Bay, ADGM Academy Abu Dhabi Global Market
Al Khaleej Al Tejari St, P.O.Box 416639, Authorities Building, ADGM Square, Al
Dubai, UAE Maryah Island, PO Box 111999, Abu Dhabi,
UAE
Email: info@kaplangenesis.com
Tel: +971 4 554 6184
CMA | CISI | FINANCIAL MODELING | BEHAVIOURAL PROGRAMS | DIAGNOSTICS &
ASSESSMENTS | BUSINESS SIMULATION
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