Professional CFA® courses

“Every set of published accounts is based on books which have been gently cooked or completely roasted.”

Ian Griffiths, “Creative Accounting”

Quartic Training is delighted to introduce a wide range of professional courses for the Chartered Financial Analyst (CFA®) exam. There are three types of course offered, providing candidates with a choice of content and style ranging from two to sixteen days.

Start-up course

This is a two-day course designed for candidates with little or no financial background, or for those who wish to brush up on their financial knowledge before launching into the Education course. It could also be used as a “tester” to see if the CFA Program is right for you.

The course focuses on financial statements, time value of money, statistics and asset valuation, and provides candidates with a broad introduction to many of the topics that will be seen in the Education course.

Education course

On the Education course you will cover all the required topics in eight days, four weekends or sixteen evenings. It is broken down into four two-day modules, enabling candidates with limited time or budget to focus on those areas in which help is most needed. In outline the modules are as follows:

  • Module 1: quantitative methods, corporate finance and portfolio management
  • Module 2: financial statement analysis
  • Module 3: equity, fixed income and alternative investments
  • Module 4: derivatives, economics and ethics.

A Progress Test is provided on each of the four Education modules: these contain exam standard questions and are designed to assess whether you are on target for success.

Revision course

Over the five days of this course the entire curriculum is reviewed in summary. Key concepts and calculations are discussed but the focus is on question practice. By the end of the course you should feel far more confident that you will be able to answer the questions on the day. The Revision course is designed as an entire unit, not suitable for partial attendance.

Mock exam

After the Intensive Revision course, we provide you with a full six-hour invigilated practice exam to prepare you for the actual day a few weeks later. Quartic Training marks the papers and provides you with your own results, benchmarked against your peers. The structure and difficulty of the mock should help identify your areas of weakness - we have noticed a strong correlation between success in the mock exam and on the real thing.

Flexibility

Quartic Training has designed the professional timetable around you, the candidate, to provide the maximum choice and flexibility. You have a choice of day release (Friday each week), weekends or evenings. Subject to availability you are free to change the timing, though we do request that you ask us in advance so that we can make sure that a place is reserved for you.

Calculator policy

CFA Institute permits just two calculator models to be brought into the exam: the Texas Instruments BA II Plus and the Hewlett Packard 12C. We recommend the Texas Instruments and include one free with every booking of at least three Education modules.