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    CFA Brochure (2021 & 2022)

    Uploaded by

    Via Commerce Sdn Bhd
    The document provides information about the Chartered Financial Analyst (CFA) designation. It details the steps to earn the designation including passing three levels of exams, enrollment requirements, exam topic areas and weights, and reasons to choose the CFA program and FIRIX for preparatory courses.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    CFA Brochure (2021 & 2022)

    Uploaded by

    Via Commerce Sdn Bhd
    515 views8 pages
    The document provides information about the Chartered Financial Analyst (CFA) designation. It details the steps to earn the designation including passing three levels of exams, enrollment requirements, exam topic areas and weights, and reasons to choose the CFA program and FIRIX for preparatory courses.

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    CFA Brochure (2021 & 2022)

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    © © All Rights Reserved

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    The document provides information about the Chartered Financial Analyst (CFA) designation. It details the steps to earn the designation including passing three levels of exams, enrollment requirements, exam topic areas and weights, and reasons to choose the CFA program and FIRIX for preparatory courses.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    515 views8 pages

    CFA Brochure (2021 & 2022)

    Uploaded by

    Via Commerce Sdn Bhd
    The document provides information about the Chartered Financial Analyst (CFA) designation. It details the steps to earn the designation including passing three levels of exams, enrollment requirements, exam topic areas and weights, and reasons to choose the CFA program and FIRIX for preparatory courses.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8

    CHARTERED

    FINANCIAL
    ANALYST (CFA )
    ® ® +6013-8681346;
    +6017-2346100

    PREPARATORY CFA and FRM Program with

    COURSE
    FIRIX

    FIRIX - Finance and Risk


    Knowledge Exchange

    info.firix@gmail.com
    © 2020 FIRIX & Via Commerce. All Rights Reserved.
    *FIRIX - "Finance & Risk Knowledge Exchange" reserves the right to revise any or all
    “Disclaimer: CFA Institute do not endorse, promote, or warrant the accuracy or quality of the products or services offered the information stated in this document if is due to unforeseen circumstance.
    by FIRIX Consulting Plt. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.”
    WHAT is CFA ® Designation? WHY choose CFA Program?
    CFA designation is conferred by CFA CFA qualification is comparable to post-
    Institute (US). graduate Master’s degree. As a global standard,
    it is highly regarded.
    The charter is recognised world-wide by
    employers and clients as a sign of the If you plan on working in capital markets or
    highest ethical and professional financial institutions, (equity, fixed income,
    competence. The programme is designed derivatives, corporate finance, etc) the CFA
    by practicing investment managers and charter would be most ideal.
    analysts as a global professional standard

    CFA®
    Designation
    Passing
    Level III
    Passing
    Level II
    Passing
    Level I
    Register for
    CFA
    Program STEPS TOWARD THE CFA® DESIGNATION
    © 2020 FIRIX & Via Commerce. All Rights Reserved.
    CFA Exam Topic Area Weights Enrollment Requirements
    Level I Leve II Level III
    ▪ Any Recognised Bachelor’s Degree or equivalent
    Ethics 15% 10 - 15% 10 - 15% (ie: ACCA, CIMA, MICPA, AIA, ICSA, etc) OR

    Quantitative 10% 5 - 10% - ▪ Final year Bachelor’s Degree program at the time of
    Methods
    registration OR
    Economics 10% 5 - 10% 5 - 10%

    ▪ Have 4 years of qualified, professional work


    Financial Reporting 15% 10 - 15% -
    and Analysis experience OR Combination of work and college
    experience that totals at least 4 years.
    Corporate Finance 10% 5 - 10% -

    Equity Investment 11% 10 - 15% 10 - 15%


    Examination Format
    Fixed Income 11% 10 - 15% 15 - 20%
    Level I :
    Multiple Choice Questions (MCQ)
    Derivatives 6% 5 - 10% 5 - 10%

    Alternative 6% 5 - 10% 5 - 10%


    Level II:
    Investments Mini-Cases / Item-Set Format
    Portfolio 6% 5 -15% 35 – 40%
    Management and Level III:
    Wealth Planning
    Essay Format (Morning), and the Mini-Cases / Item-Set
    TOTAL 100% 100% 100%
    Format (Afternoon)
    These weights are intended to guide the curriculum and exam development process. Actual exam weight
    may very slightly from year to year. Please note that some topics are combined for testing purpose.

    © 2020 FIRIX & Via Commerce. All Rights Reserved.


    Learning
    Management
    System (LMS)
    Proven
    Student
    Track
    Success
    Record of
    Scheme
    Passing
    (SSS)

    WHY choose
    Rate
    Highest Full
    Distinctions

    “FIRIX”
    Achievers
    Longest
    teaching A Team of
    record Experienced
    above 20 Lecturers
    years
    Taught
    more than
    3,528
    candidates
    © 2020 FIRIX & Via Commerce. All Rights Reserved.
    OUR TEACHING TEAM
    DAVID MEOW LI HWA, CFA, MBA (UK), FRM, LL.M (London), CA(M), CFE

    JUSTIN ONG KEAN HU, CFA, FRM, CA(M)

    JOSH TEE CHIA HOW, CFA, FRM, BAcc

    YAP KAM CHENG, BA Econs (Hons), MBA (Aston), CFP

    TENG YUE XIANG, CFA

    LEE CHIA YIH, MBA, CFA, FRM, CAIA

    YAP CHEE WAH, CFA

    DANIEL WONG PIIK ZCHEN, CFA, FRM

    NICK LEE CHIN FAH, CFA

    RASHID RIDZUAN, CFA


    © 2020 FIRIX & Via Commerce. All Rights Reserved.
    FEES STRUCTURE
    Intensive Revision
    Lump Sum Installments Course (IRC)

    Registration Fee RM100 RM100 RM100


    (On Enrollment)

    1st Payment RM5,130 RM1,540 RM2,300

    2nd Payment RM1,500

    3rd Payment RM1,300

    4th Payment RM1,000

    TOTAL RM5,230* RM5,440* RM2,400

    *Include Intensive Revision Course (IRC)


    ** RM250 Ex-student Discount (Registered for CFA Full Course)

    © 2020 FIRIX & Via Commerce. All Rights Reserved.


    EXAMINATION ENROLLMENT (www.cfainstitute.org)

    One-Time Enrollment Fee


    November February May
    USD 450 2021 2022 2022
    ✓ The exam registration fee covered
    the CFA® Program digital
    curriculum.
    USD 700 USD 700 USD 700
    ✓ While for the six-volume print
    version of the curriculum it will • Registration • 30 May 2020 - • 20 July 2020 -
    incurs additional USD150 Closed 10 Aug 2021 1 Nov 2021
    (Shipping Cost – USD20).

    ❑ Year 2021 Exam


    For Level I : February, May, August, and November USD 1,000 USD 1,000 USD 1,000
    For Level II : May and August
    For Level III : May and November* • 5 May 2021 – • 11 Aug 2020 - • 2 Nov 2021 -
    20 July 2021 1 Nov 2021 1 Feb 2022
    ❑ Year 2022 Exam
    For Level I : February, May, August, and November
    For Level II: February and August
    For Level III : May and November

    © 2020 FIRIX & Via Commerce. All Rights Reserved.


    STUDY FOR “FREE” through Student Success Scheme (SSS)
    You are entitled to a CASH REWARD of RM5,130 if achieve to comply the below:

    Attended more than 90% of Classes RM200 ❑ Per level basis


    ❑ Cash reward (not discount
    vouchers)
    Passed Progress Test #1 RM50 ❑ Key conditions:
    o upon full settlement of
    course fees
    Passed Progress Test #2 RM50
    o required to submit actual
    CFA exam result (within
    Passed Progress Test #3 RM50 two weeks from the date
    of release)
    Passed Mock Exam #1 RM50

    Passed Mock Exam #2 RM150

    Passed Mock Exam #3 RM150

    Passed CFA Exam RM200

    Achieved > 70% in all subjects *During CFA exam RM4,230

    © 2020 FIRIX & Via Commerce. All Rights Reserved.

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