64 HOURS OF AN EFFICIENT TRAINING RUN ENTIRELY IN ENGLISH

64 HOURS OF AN EFFICIENT TRAINING RUN ENTIRELY IN ENGLISH

64 HOURS OF AN EFFICIENT TRAINING RUN
ENTIRELY IN ENGLISH
6 TOP-CLASS EXPERTS
OVER 500 CHALLENGING EXERCISES
SPECIALLY PREPARED MATERIALS
AND A MOCK EXAM
PARTICIPATION COST: 2390 (NET.)
4CFA.COM
PERK.COM.PL
Course Schedule
10 March Introduction, Quantitative Methods – Financial
Mathematics
Instructor: Michał Ziętal, CFA
The course is
addressed to:
•Individuals intending to enter the
CFA® Program
•Individuals enrolled in the CFA®
Program and taking the „Level 1”
exam in June 2012 or later
•Finance Directors
11 March
Quantitative Methods – Statistics
Instructor: Sebastian Liński, CIIA,
Licensed Investment Advisor 357
17 March
Financial Reporting and Analysis
Instructor: Agnieszka Żmigrodzka, Expert
18 March Corporate Finance, Equity Analysis
Instructor: Michał Cichosz, CFA
31 March Fixed Income Analysis
1 April
Instructor: Krzysztof Cesarz,
Licensed Investment Advisor 319, 2 lvl CFA
•Ambitious students planning their
career in the capital market or in
general business
14 April
Derivatives and Alternative Investments
Instructor: Michał Ziętal, CFA
•Individuals who want to start working in international financial institutions
15 April
Portfolio Management and Wealth Planning
Instructor: Michał Chawryło, pending CFA Charter
•Individuals working in the financial
sector and using specialist English
in their professional environment
•Private investors and people working in the capital market, as a
means of raising qualifications or
revising practical and theoretical
knowledge, and as an opportunity
for using sources of information in
English
•Financial Advisors, as a means of
raising and confirming qualifications
•Individuals with general interest in:
investment, stock markets, forex,
own development
Timetable:
All training sessions are held from 9.30 to 17.30. The course
consists of 8 training days (4 weekends), lasting for 8h per day,
which corresponds to 64 hours of training
Location
Warsaw, venue depends on the number of participants.
Detailed information will be provided by our Officer
Group size:
5 - 14 participants are expected
Study program
The content of the course prepares participants to
the carefully selected, major issues from the „Candidate Body of Knowledge”, the document created
by the CFA Institute and a team of experienced CFA
charterholders, which covers the topic areas that
every candidate taking a CFA® exam should master.
The list of the topics covered at the 4CFA -Spring
2012 stationary course in comparison with the requirements of the CFA Institute for the „Level 1”
exam is enclosed at the end of this document as an
Appendix.
Working methods
•After enrolling for the course we provide (about
1-2 weeks before each topic area) a list of REQUIRED study materials (from CFA® Curriculum or
other sources), which ought to be read before the
training session
analytical-calculational skills, supporting it with
only small doses of digestible theory and we concentrate on the most problematic issues. Purely
theoretical issues are left for participants to study
individually at home
•After enrolment, every student gets an access
to our closed web-area, where they can find additional materials and exchange information with
other students or with instructors via online Forum. We are convinced that it helps to prepare
better the CFA Charter candidates.
•At the end of the course participant gets a certificate of completing CFA Course (in English)
•There is a possibility to receive a VAT invoice (23%);
the required data must be provided at the time of
enrolment
Costs
2390 PLN (net)
•Each meeting begins with a short (60-120 minutes)
theoretical introduction
Discounts
•The majority of the session time is then spent on
solving practical tasks (altogether around 500).
The instructor extends them with the so called
„case studies” and makes the participants aware
of the details and nuances. Each session ends with
indicating „homeworks”
Not included in the price
•Any problems may be consulted with the instructors or other participants at the closed internet
forum (to which access is given soon after course
enrolment).
Additional information
•According to our policy, the absence on any session can be caught up on the next course (Autumn
2012) free of charge
• During sessions we focus strongly on practical,
In case of paying the course fee until the 10th of
February – 190 PLN, net (2200 PLN);
Financial Calculator TI BA II PLUS Professional – absolutely necessary to perform the tasks during the
sessions (estimated cost: 170-210 zł).
Enrolment
Enrolment for the course is exclusively on-line, by
filling the application form for the 4CFA – SPRING
2012 Course, available at:
http://perk.com.pl/site/n/zapisy-3.
Once the application form is filled, additional information concerning payment is sent automatically.
Appendix:
The framework list of the issues covered in the stationary course 4CFA – Spring 2012 according to the
requirements of the CFA Institute
Weight
Outline and LOS
Course 4CFA
Spring 2012
Weight
Achieved
Ethical and Professional Standards
15
Study Session 1
NONE
0
Quantitative Methods
12
Study Session 2
Study Session 3
WHOLE
WHOLE
12
Economics
10
Study Session 4
Study Session 5
Study Session 6
NONE
NONE
NONE
0
Financial Reporting and Analysis
20
Study Session 7
Study Session 8
Study Session 9
Study Session 10
PART
PART
PART
PART
8 approx.
Corporate Finance
8
Study Session 11
WHOLE
8
Portfolio Management and Wealth
Planning
5
Study Session 12
WHOLE
5
Equity Investments
10
Study Session 13
Study Session 14
PART
WHOLE
7 approx.
Fixed Income
12
Study Session 15
Study Session 16
WHOLE
WHOLE
2
Derivatives
5
Study Session 17
WHOLE
5
Alternative Investments
3
Study Session 18
WHOLE
3
Topic
Sum
100
60 approx.
Source: Developed by PERK, based on CFA Study Sessions for LVL1_DEC/11 & LVL1_JUN/12,
more on: www.cfainstitute.org/cfaprogram/courseofstudy/Pages/study_sessions.aspx
The following notations: WHOLE, PART, NONE, approx. shall be understood subsequently as:
•WHOLE: the whole range of issues shall be covered in the course
•PART: the course shall cover only some of the issues (the rest shall be indicated as: „for individual
home study”). A part of uncovered issues might be accessible at the closed internet webpage
•NONE: the issues shall not be covered in the course (they should be studied individually, „at home”),
the directions helping own study shall be provided, and part of uncovered issues might be accessible on the Internet
•approx. – the estimated value
The profiles of the
instructors
financial modeling and searching for investment
purposes. Instructor in: Portfolio Management
and Wealth Planning.
Krzysztof Cesarz:
Sebastian Liński, CIIA:
Licensed Investment Advisor (licence no 319),
passed „Level 2” exam of CFA in June 2011.
Graduate of the Poznan University of Economics.
He started his career in 2007 in the Department
of Investment Products in a bank. Since 2008, he
has been working in IPOPEMA TFI S.A. as an Analyst in the Department of Asset Management.
Member of a fund management team in: selective, aggressive and stable growth strategies.
Instructor in: Fixed Income Analysis
Michał Cichosz, CFA:
Graduate of the Poznan University of Economics
in Investment and Corporate Financial Strategies. His professional career started in 2005 in
BZWBK Brokerage House, where he worked as
a Fundamental Analyst. In years 2008-2010 he
managed investment share portfolios in Aviva
Investors Poland. Since the beginning of 2011, he
has been employed in Skarbiec TFI as a Manager
of Equity Funds investing in the region of Central
and Eastern Europe.
Michał Chawryło:
Completed Level III of the Chartered Financial
Analyst Program and is now awaiting official
recognition as a CFA charterholder. Graduate
of Warsaw School of Economics in Quantitative
Methods in Economics and Information Systems, and in Finance and Banking. He also studied at the University in Lund (Switzerland). Since
2007 he has been connected with the capital
market, initially as a member of the team managing OFE AXA share portfolio. Currently he is
working as an Investment Analyst in the private
equity fund in ARX Equity Partners, where he is
engaged in monitoring portfolio of companies,
Licensed Investment Advisor (license no. 357
acquired in March 2011) and a certified SAS
Statistical Analyst. Graduate of Warsaw School
of Economics in Quantitative Methods in Economics and Information Systems, specialising
in Econometrics. In years 2009 - 2010 he was a
Consultant in an international strategic consulting company. Since June he has been working
as an Equity Analyst in the equity strategy team
at AXA TFI. Specialist in the field of statistical and
econometric methods. Instructor in: Quantitative
Methods – Statistics
Michał Ziętal,
CFA: Graduate of Warsaw School of Economics
in Finance and Banking. He also studied International Business and Management in Eindhoven.
He is currently employed as an Investment Products Specialist at Retail Banking Department of
BRE Bank. Passionate about continuous improvement, effective communication and knowledge
sharing. Instructor in: Quantitative Methods – Financial Mathematics and Derivatives.
Agnieszka Żmigrodzka:
“Level 1” CFA completed in June 2011. Graduate
of Warsaw School of Economics in Finance and
Banking, specialising in Financial Markets. She
also studied Business Analysis and Valuation at
Harvard University in Cambridge, MA. Since February 2010 she has been employed in Equity Research Department in UBS PSC. She has worked
e.g. on the reports initiating the coverage of the
steel sector in UBS Investment Bank in New York.
Instructor in: Financial Reporting and Analysis.
Contact
Mateusz Łuszczyński, 4CFA – Project Manager
Do not hesitate to email us via:
[email protected]
[email protected],
or to call by phone: +48 516-824-710.
We will give you additional information about the course
and CFA® Program! You can speak either Polish or English.