Chartered Financial Analyst® Exam Preparation
The Chartered Financial Analyst (CFA) program is a globally recognized standard for measuring the competence and integrity of financial analysts. Three levels of examination, administered by the CFA Institute, measure a candidate’s ability to apply the fundamental knowledge of investment principles at a professional level.
CFA Exam Preparation Courses
Level I:
Classes begin February 7, 2013
Level II:
Classes begin February 9, 2013
Level III:
Classes begin February 5, 2013
Benefits of Attending
- Intensive, efficient preparation courses for each level of the CFA Exam (Level I, II and III) can be completed in three months.
- All sessions are taught by instructors who have been selected for their subject-matter expertise and excellence in teaching by program director Bala Dharan, PhD, J. Howard Creekmore Professor Emeritus of Management in the Jones Graduate School of Business. See instructor bios.
- The Rice CFA Exam Preparation courses are co-sponsored by the CFA Society of Houston whose members receive discounted course fees.
Who Should Attend?
- Financial analysts
- Securities managers, traders or analysts
- Portfolio managers
- Compliance officers or analysts
- Financial planners
- Investment managers or analysts
- Client service representatives
- Relationship managers
- Finance, accounting or economics majors
Study Materials
The course fee includes Schweser Study Notes. Please note that names and contact information for all enrollees will be submitted to Schweser to allow the Glasscock School of Continuing Studies at Rice University to purchase CFA course materials.
From the CFA Institute at http://www.cfainstitute.org/:
First awarded in 1963, the CFA charter has become known as the designation of professional excellence within the global investment community. Around the world, employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
In the competitive, rapidly evolving profession of investment management, few achievements will say more about your commitment to knowledge and high ethical standards than earning the CFA charter. Employers who understand the dedication that the CFA Program requires often make the CFA charter an eligibility requirement for senior-level positions and frequently are willing to pay for their employees to participate in the program. Many investors include the CFA charter in the criteria they use to select the firms and individuals who manage their financial assets. The global investment community at large recognizes the CFA designation as a symbol of professional excellence.
The broad-based curriculum of the CFA Program compels you to build a working knowledge of principles across core areas of the investment industry, from quantitative analysis and economics to portfolio management and asset valuation. When you establish a familiarity with these core areas, you not only equip yourself with the knowledge you need to make better investment decisions, you also become a more viable candidate to assume positions with a wider range of responsibilities.