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What is the CFA® Program?               

Administered by CFA Institute from the USA, the Chartered Financial Analyst® (CFA®) Program is  a graduate-level and globally recognised program for investment specialists. The credential (or professional designation) assures clients, employers, and colleagues that you, as a   charterholder, have mastered a rigorous finance and investment management curriculum; further that you are committed to the highest ethical standards in the profession. It is indeed, the most sort-after qualification by South African employers in the corporate finance and investments space.

The Program has 3 Levels, with a syllabus that follows a number of progressively challenging Learning Outcome Statements (LOS), structured around the following 10           syllabus topic areas: (1) Ethics & Professional Standards; (2) Quantitative Methods; (3) Economics; (4) Financial Reporting & Analysis; (5) Corporate Finance; (6) Equity Investments; (7) Fixed Income; (8) Derivatives; (9) Alternative Investments; and (10) Portfolio Management and Wealth Planning.   


Syllabus & Exam Structure

The Program has 3 Levels, with a syllabus that follows a number of progressively challenging Learning Outcome Statements (LOS), structured around the following 10 syllabus topic areas: (1) Ethics & Professional Standards; (2) Quantitative Methods; (3) Economics; (4) Financial Reporting & Analysis; (5) Corporate Finance; (6) Equity Investments; (7) Fixed Income; (8) Derivatives; (9) Alternative Investments; and (10) Portfolio Management and Wealth Planning.   

The CFA exams (Levels 1, 2 & 3) are offered annually in June. Level 1 exams can also be taken in December. Each exam is a six-hour paper, consisting of 2-three-hour assessments. There are no exemptions from any level -and to be eligible to start at level 1, you must hold a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s (or equivalent) degree, or have four years of work experience (-not necessarily investment-related). You will, however, be required to submit 4 years of relevant work experience before being accorded the CFA Charter.

For each level, the 10 syllabus topic areas (as above) have been neatly demarcated into 5 books (volumes) based on our adopted and the world-renown WILEY study materials : 

  1. Ethics & Quantitative Methods

  2. Economics

  3. Financial Reporting & Analysis

  4. Corporate Finance, Portfolio Management, & Equity

  5. Fixed Income, Derivatives, & Alternative Methods

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Study Options

Choose between 3 study packages. For each package, you have the choice of attending the Full course, or, only sign-up for the applicable module within that package. For example, selecting TEPP will allow you to attend all 20 classes (over 20 weeks), covering all 5 books/modules (including 4 exam revision practice workshops); or, you can choose to only pay for and attend the scheduled 2-8 classes (including 4 revisions classes) that will be covering your specific books (modules) of interest.

TEPP 

TUITION & EXAM PREPARATION 
PACKAGE

Includes contact time and 1st Time Pass Guarantee!

EPOP 

EXAM PREPARATION ONLY 
PACKAGE

Limited contact time and excludes 1st Time Pass Guarantee! 
 

HSP

HOME STUDY 
PACKAGE

 Excludes  contact time and 1st Time Pass Guarantee!
 

Fees & Benefits per Study Option

The tables below provide further details of each study package, the indicative benefits and course fees for Level I, II & III:

TEPP EPOP HSP
 Full Course (Volume/Module 1 - 5)  R19 000 R11 000 R13 000
Benefits per module per study option TEPP EPOP HSP
20 Face-to-Face Contact Classes (80 hours) {16 Tuition and 4 Revision Classes} Applicable to the full course




Module by Module: 2-8 classes (Including 4 revision classes).
Applicable to per module course




4 Face-to-Face Contact Revision Classes (16 hours). 




CQ Lecture Videos & Slides accessible via your CQ students portal.




Instructor-Led Office Hours (Ask questions during an instructor’s set office hours)




STUDY NOTES: Clear, concise study notes (WILEY) and examples that cover every Learning Outcome Statements (LOS), plus questions to check your understanding: Including a detailed scheme of work.




PRACTICE TOOLS 1: WILEY Test Bank (to quiz yourself and build custom exams based on LOS).




PRACTICE TOOLS 2: Multiple 3-9 Online Practice Mock Exams (to help you perform on exam day, depending on your performance tracking).




PRACTICE TOOLS 3: WILEY Formula Sheet -(to help you develop a detailed study plan that shows you how to use your study materials in the most effective way possible).




Online access to over 1000 additional exam practise questions.




The CFA® Program recommended financial calculator (BAII Plus Professional -Texas Instruments)




2020 Timetables now Available (Enrolments Open).

  Select below to get timetable:
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“CFA Institute does not endorse, promote or warrant the accuracy or quality of CharterQuest Professional Education Institute. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.”