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CFA<sup>®</sup> - Chartered Financial Analyst

Financial Training Courses

CFA® - Chartered Financial Analyst

Achieve the highest distinction in the investment management profession.  Described by The Economist as the “gold standard”, the CFA® Program provides a broad range of practical portfolio management and advanced investment analysis skills that can lead to a wide range of career prospects, at any stage in your finance career

 

Kaplan is the leading global provider of financial education for hundreds of thousands of students and business professionals around the world. In Hong Kong, Kaplan has been the proven leader for over 10 years.

 

Instead of expending more energy and time trying to figure out the complexities of the curriculum, outsource it to a professional who gets it. So you can study more efficiently, free up more time doing what you like, or even get ahead in your career.
 



Why study with Kaplan?

  • Being the member of the CFA Institute Approved Prep Provider Program, we are committed to follow CFA Institute’s guidelines and high standards
  • CFA® alumni count has reached 13,000, the highest in Hong Kong
  • 96% of our customers would confidently recommend Kaplan CFA® Exam Prep
  • Backed by learning science (The Kaplan Way: Prepare ▸ Practice ▸ Perform™)
  • Expert instruction by CFA® charterholders with years of teaching experience and industry credentials
  • World-class study materials, practice questions and mock exams to convert your knowledge into question answering ability
  • A wide range of study options to suit your learning style, schedule and preferred language
  • Online portal containing huge pool of videos, question bank and other resources
  • A large number of our courses have been recognized as CEF reimbursable courses



https://www.kaplan.com.hk/campaign/financial-markets/CFA/FreePracticeTest
https://www.kaplan.com.hk/campaign/financial-markets/CFA/D2017/GettingReady_PerfectStart
/student-testimonials

Flexible Study Options & Channels

Teaching Language
Cantonese/ English

Study Option
Weekday/ Weekend Classes

Learning Mode
Classroom/ Online Program/ Self-study Schweser Study Packages


Other Supports: Swapping Class Services & Online/On-site Catch up Videos Services

Course Structure

Our CFA® exam prep program is designed based on The Kaplan Way, a three-phase comprehensive learning strategy: Prepare > PracticePerform® to maximize your study effectiveness. 

Prepare - Education Program (54-62 hrs)

  • Sets the foundation
  • Acquire new knowledge
  • Provide you with just what you need to begin the practice phase


Practice - Revision Course (27 hrs)

  • Practice solving problems utilizing the information received in the prepare phase
  • Directly interact with new knowledge and skills, identify gaps in performance and build expertise
  • Receive guidance and feedback when solving the problems


Perform - Mock Exam & Review (9 hrs)

  • Put your newly acquired knowledge to the test
  • Demonstrate mastery of the objective by answering questions and solving problems
     

Education Program (54 – 62 hrs)

Teaching Language
Cantonese / English

Learning Mode
Live / Online

Duration

  • Level I – 62 hours
  • Level II – 54 hours
  • Level III – 54 hours


Key features:

  • Full slide packs covering all prescribed learning outcome statements (LOS)
  • Worked examples of all challenging calculations
  • 500+ additional practice questions (Level I only)
  • 6 online progress tests for Level I; 4 online progress tests for Level II and III


For Online Education Program:

  • Captured from earlier live Education Program. All annotations and visuals projected in the lecture are captured.
  • Video sessions will be time-released. Please refer to the brochure for release dates
  • System validation is required to ensure satisfactory viewing result. Watch Demo video to test your computer!


What else should you know?

  • Enroll in the full package (Phase Prepare, Practice and Perform combined) to maximize effectiveness and take advantage of lower packaged price. It saves you a lot!
  • Education Program now comes with Schweser Classic Package (Worth $3,000)

Revision Course (27 hrs)

Teaching Language
Cantonese / English

Learning Mode
Live

Key features:    

  • Focus on applying knowledge to exam-standard questions
  • Development of your exam strategy and technique
  • Overview of each study session and detailed revision of the more demanding topics
  • Question debriefs
  • Mind Map subject overview slides
  • Revision Q&A books with 800+ questions


What else should you know?

  • Majority of candidates choose full package (Phase Prepare, Practice and Perform combined) to maximize effectiveness and take advantage of lower packaged price. It saves you a lot!

Mock Exam & Review (9 hrs)

Teaching Language
Cantonese / English

Learning Mode
Live

Duration

  • Mock Exam – 6 hours
  • Mock Exam Review – 3 hours


Key features:    

  • Practice taking the exam under proctored, timed conditions
  • Become comfortable with exam timings and techniques
  • Receive a detailed score analysis and trainer debrief
  • Highlight weak areas to fine tune your strategy

 

What else should you know?

  • Majority of candidates choose full package (Phase Prepare, Practice and Perform combined) to maximize effectiveness and take advantage of lower packaged price. It saves you a lot!

Testimonials

“I found the Kaplan course for the CFA exam incredibly helpful for a number of reasons. Most importantly, we had a great teacher - engaging, enthusiastic, helpful, and highly exam-focused. I’m also grateful for his detailed, step-by-step approaches in teaching us how to answer exam questions. Also, the catch-up videos were very helpful for reviewing concepts and catching things I had missed in class!”  - SARAH PETERSON, 2015-2016 Level I & II Alumni

 

“I saw CFA course of Kaplan as a very useful study partner that it help me much easier to prepare for the exam in an efficient way, it has save me a lot of time to understand the broad and heavy study materials as they teach in a very practical way and highlight the key examinable points.”  - LILY LANG, 2014-2016 Level I, II & III Alumni

 

“Since my job requires a lot of travel, I don’t have time on self-reading, Kaplan’s slidepack, mindmaps book and question books helped me to master all concepts quickly. The revision course has further strengthened my knowledge and memory. The textbooks provided by course are very user-friendly by listing out all key points. Lecturer also provided lots of tips for students. I would highly recommend the course to you, especially for those who has regular business trip same as me.”  - CANDY ZHAN, 2014-2015 Level I & II Alumni

 

“I first joined Kaplan’s CFA education program in 2013 for Level II and continued with Level III in 2014. Half of the Level III exam is essay questions, which I had no idea what they were. Kaplan’s trainer instruction included both understanding of the course materials and exam skills. One is hard to pass this level without mastering either of them. By following his instruction step by step, I was managed to pass Level III. Needless to say, if there were Level IV, I would join Kaplan’s program for sure.”  - SIMON SHI, 2013-2014 Level II & Level III Alumni

 

Schweser Study Packages

For over 50 years, the partnership between Kaplan Financial and Kaplan Schweser provides a compelling learning combination of study materials and tutor-support to thousands individuals. Ideal for self-directed individuals, Schweser Study Program provides focus and structure to your study plan.

Our innovative study tools and materials are designed to work in combination with each other to:

  • Make your prep-time more productive
  • Study wherever and whenever you want
  • Receive guidance when solving the problems
  • Provide you with the direction and motivation to succeed

 

PremiumPlus™ Package

HK $8,800
(Save $7,300)
Premium Instruction Package

HK$6,600
(Save $4,200)
Essential Self Study Package

HK$4,000
(Save $2,100)
Classic Package

HK$3,000
(Save $1,900)
SchweseNotes™ Package

HK$2,500


Click here to see Schweser Study packages in details NOW.

Special Workshop and Private Tutoring

Special workshops are designed to focus on particular topics to maximize study effectiveness

Level III IPS Essay Workshop:
Build up your confidence by covering a set of typical IPS questions and demonstrating the methodology.
You will learn how to:

  • Read questions carefully
  • Organize your work and plan before you write
  • Write concise answers and give the graders an easy method to grade
  • Use of phrases and follow-up sentences
  • Use of answer templates


Private or Group Tutoring:

  • Tailor-made group or one-on-one lessons
  • Convenient and hassle-free tuition in your office or at our campus
  • Intensive training - perfect for individuals in a hurry to pass
  • Tutored by exam prep experts
  • Personal attention paid to areas of doubt or weakness
  • Rapid familiarization with the real exam through:
    • Personalized guidance 
    • Experienced teaching 
    • Organized course materials 
    • Practice questions 
    • Realistic mock exams
  • Review of your performance in our mock exam

Continuing Education Fund (CEF)

Selected courses are eligible for CEF reimbursement. Click here for more details.
 

 

Non-local course registration no. 360846

Education Bureau Required Disclaimer: It is a matter of discretion for individual employers to recognise any qualification to which this course may lead. Your course provider shall not make or give any specific gifts, discount, rebates or any other concession or financial inducements of whatsoever form to applicants of the Course, or to employers of the applicants or any other person in return for such employer or person requiring or inducing the applicants applying for the Course.

 

Kaplan is a member of the CFA Institute Approved Prep Provider Program (APP)

CFA Institute Approved Prep Provider Program Required Disclaimer:

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial.  CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.

About the CFA® Designation

Examination Overview

  • Administer by CFA Institute since 1962
  • Three examinations (Levels I, II, and III) that must be taken in succession
  • The exams are offered only once annually in June, with the exception of Level I candidates, who also have the option of sitting for the exam in December.
  • No limit to the number of times you can take the exam
  • The CFA® curriculum is dynamic and changes annually to meet the nature and complexity of the global investment profession

 

Statistics

  • 135,000+ charterholders worldwide
  • 7,100+ charterholders in Hong Kong

 

Why Do Thousands Pursue the CFA® Charter?

  • “Gold standard” worldwide – International standard for measuring competence and integrity
  • Career enhancing – Proof that you have mastered a rigorous curriculum and possessed a broad range of investment knowledge; a “passport” for entry to or advancement with the profession
  • Essential knowledge – Learn current industry practice and anticipate future trends and competencies in the investment profession
  • Global network – Instant access to a global network of financial professionals

 

Exam Format and Duration

Level I: 240 equally weighted multiple choice questions. 3 answer choices for each question.

Level II: 20 item sets (mini cases with average length of 1.5 pages per case). Each item set has 6 multiple choice questions.

Level III: Essays with 8 to 12 essay questions; 10 item sets with 6 multiple choice questions in each

Duration: 6 hours in total (3 hours in the morning and 3 hours in the afternoon)

 

Examination day

December 2017 Level I Exam: December 2, 2017

June 2018 Exam: June 2, 2018

 

Exam results available

June 2017 Exam:

  • Levels I & II: End of July
  • Level III: Middle of August

December 2017 Exam:

  • Level I: Late January 2018

 

Candidate Eligibility Requirements

To be eligible to enter the CFA® Program and take the exam, you must:

  • Have a U.S. 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 (does not have to be investment related)
    • or a combination of work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrollment
  • Meet the professional conduct admission criteria (during the application process, you will be asked to sign statements of Professional Conduct and Candidate Responsibility)
  • Be prepared to take the exams in English
  • Have a valid international travel passport

 

Enrollment and Exam Fees

To enter into the CFA® Program, candidates must pay a one-time registration fee in addition to the required enrollment fees for each Level. CFA® exam fees range from US$620 to US$1,610, depending on your CFA® exam level and when you register.

 

Become a CFA® Charterholder

  • Pass the 3 levels of exam
  • Become regular member of CFA Institute
  • 48 months of relevant work experience (accumulated before, during or after the exam)
  • Submit 2 sponsor statements for CFA Institute and society membership application
  • Abide by the Code of Ethics
  • Maintain charterholder status

 

Learn more about the CFA® designation and CFA Institute

Website: CFA Institute

24-hour hotline: +852 8228 8820

Email: info@cfainstitute.org

Ryan Lai

Ryan Lai

BSc Com (Carleton), CFA, FRM, CAIA, UST MBA Candidates, CFA Lecturer,

Top Lecturer Series

Determination is the key to success

An alumnus in Kaplan, who has got CAIA, FRM and CFA qualifications, is currently a CFA lecturer in Kaplan. He is also a MBA student in HKUST, and was an ex-Director in Morgan Stanley.

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