CFA® - Chartered Financial Analyst® Program
Course Registration No. 360846
Overview
Overview
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.
Course Highlight
- 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
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:
Digital Course Materials & Online Catch up Videos Services
It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.
Course Structure
Our CFA® exam prep program is designed based on The Kaplan Way, a three-phase comprehensive learning strategy: Prepare > Practice > Perform® to maximize your study effectiveness.
Prepare - Education Program (42 - 60 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 (4hrs 24mins -7.5 hrs)
- Put your newly acquired knowledge to the test
- Demonstrate mastery of the objective by answering questions and solving problems
Education Program (42 - 60 hrs)
Teaching Language:
Cantonese / English
Learning Mode:
Live / Online
Duration:
- Level I – 60 hours
- Level II – 54 hours
- Level III – 42 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 Program:
- Captured from earlier live 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! View system requirement
Revision Course (27 hrs)
Teaching Language:
Cantonese / English
Learning Mode:
Live / Online
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 hundreds of 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 (4hrs 24mins - 7.5 hrs)
Teaching Language:
Cantonese / English
Learning Mode:
Live / Online
Duration:
- Mock Exam – around 4.5 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
“Thank you very much to Dr Kyle for his effective teaching techniques and the precise content in the course material which Kaplan offers. In particular, the question answering techniques that he demonstrated is very essential to the success of the exam. ” The course material which Kaplan offers is very clearly written and precise for students to be able to digest it in a short amount of time." - KELVIN CHAN, CFA 2023 Level II Alumni
“Jonathan did a great job in dissecting the problems into smaller parts, which I find incredibly helpful. Since answers are already at the back of the book, the value of the revision class really lies at the trainer's step-by-step dissection of the problems. Really appreciate Jonathan's patience and clear explanation, and he is always ready to answer questions after class. ”It is about why and how the problem should have been tackled so going through the questions one by one is very helpful." - WINNIE LEI, CFA 2023 Level II Alumni
“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, 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, 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, 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, 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
Please visit Schweser Product Availability for details.
Private Tutoring
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
CFA Institute Approved Prep Provider Program (APP)
Non-local course registration no. 360846
Education Bureau Required Disclaimer: It is a matter of discretion for individual employers to recognize 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
- Candidates are permitted to take the exam a maximum of two times per calendar year (when applicable), but not in consecutive windows or windows that are six months or less apart.
- Candidates will have a total of six maximum attempts per exam level. This policy is in effect beginning with the 2021 exams.
- The CFA® curriculum is dynamic and changes annually to meet the nature and complexity of the global investment profession
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
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 within 23 months from graduation of Bachelor Degree Program
- 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
Become a CFA® Charterholder:
- Pass the 3 levels of exam
- Become regular member of CFA Institute
- 4,000 hours of relevant work experience (accumulated before, during or after the exam)
- Submit 2-3 professional references 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: [email protected]
Lecturer
Kaplan Financial - Markets
Dr. Kyle Wong
CFA , FRM & LE Can Lecturer
PhD (Cornell), CFA, FRM
Kyle is the Director of Kaplan’s Financial Markets Division in Hong Kong, responsible for course design, development and delivery of bespoke financial training programs to top financial institutions and MNCs. In over a decade, he has gained considerable
Learn MoreKaplan Financial - Markets
Jonathan Lau
CFA Lecturer, BA Econ (Cambridge), CFA
Jonathan is an investment specialist with over 12 years’ experience in multi-asset investments and collectives. He was Head of Research for 7 years at an asset management group in London (over US$13bn in assets). At Kaplan he is a passionate trainer good
Learn MoreKaplan Financial - Markets
J. Lam
CFA, Lecturer
MSc. Financial Mathematics(HKUST), CFA, ESG
J. Lam has over 12 years of experience in the financial industry in multi-asset classes, including equities, derivatives, convertibles . He held senior positions at numerous asset management firms, where he managed equity asset portfolios
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