CFA PROGRAM TRAINING SOLUTIONS...Learn More 800.346 Toll Free 1.4.4.6184 U.A.E inokaplangenesis.com We believe that all training programs are about more than just instilling skills

CFA PROGRAM TRAINING

SOLUTIONS

2www.kaplansolutions.com/meaLearn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]

Table of Contents

Kaplan: Programs Delivered on a Global Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Kaplan Genesis: Regional Expertise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

History and Pedigree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

About the CFA program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

About the CFA Exam . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Our USPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Our Complete Learning Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Customized Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Trainer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Our Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3 www.kaplansolutions.com/meaLearn More: 800.346 (Toll Free) | +971.4.554.6184 (U.A.E) | [email protected]

Kaplan: Programs Delivered on a Global Scale

Delegates worldwide

1M+

Businessclients

2600+

Kaplan operates from nearly 400 locations in over 40 countries. We employ trainers, facilitators, lecturers, coaches, speakers, and instructional designers in approximatively 100 languages around the world. Whether you are a multinational corporation with offices in every continent or a business

based in a single location, we can deliver commercially relevant programs close to home.

Educationpartners

1K+

Financial training provider

LargestYears transforming

lives

75+

Countries30+


Kaplan Genesis: Regional Expertise

Kaplan Genesis is a leading provider of professional development solutions managed by highly qualified and experienced industry experts who are passionate about the effective delivery of high quality education in Middle East and Africa.

Our aim is to support your organization with an integrated approach for all your CFA exam training needs. Our delivery capabilities encompasses local expertise along with globally renowned resources enhanced by international best practices.


Kaplan Inc. began in with one student and one instructor and rapidly became popular as the premium choice for many exam prep solutions

1938

Dr. Carl Schweser and Dr.Andy Temte, CFA created the very first Schweser study program for the Level I CFA cohorts of 1991

1990

Schweser study program had launched study materials for all three levels of CFA

1993

Schweser Study Program became #1 provider of study notes and seminars for CFA exam prep

1996

About us - History and Pedigree


Owing to this success, Kaplan Inc. acquired the Schweser Study Program. Since the acquisition Kaplan Schweser has been the world leader in providing premier CFA exam prep materials and continues to be the most trusted name in the industry

1999

Genesis Institute was founded in Dubai, UAE introducing an extremely effective CFA test prep solution led by CFA charterholders and was the first of it’s kind in the Middle East region and gained immense popularity

2008

Genesis Institute expanded their portfolio with the industry’s best solutions, and became the only provider in this region with the largest pool of training faculty who were CFA charterholders

2015

Following this success Kaplan acquired Genesis Institute forming Kaplan Genesis. These two leading Kaplan entities - Schweser and Genesis have now combined their global and regional expertise in CFA exam prep thus providing the most trusted and holistic CFA preparatory solution in the Middle East and African region

2017

About the CFA program

The CFA program constituting of three exam levels is arguably the most reputed certification of its kind globally. It is focused on asset management and investment research, both of which are multi-billion dollar industries.

The rigorous and comprehensive program is a brilliantly balanced mix of concepts and practice that is meant to train practitioners. The CFA program curriculum is regularly reviewed so that candidates are armed with the latest tools, ideas, and concepts. An important aspect that sets it apart is its emphasis on Ethics; CFA charterholders confirm to the highest standards of professional conduct.

Due to all of this, the Chartered Financial Analyst designation has become the Gold Standard in the industry. This also explains why, even 50 years after it came into existence, the CFA program continues to be a growth story that attracts hundreds of thousands of ambitious students globally.

ROADMAP TO EARN THE CFA CHARTER

ELIGIBILITY ENROLL MENT

LEVEL I EXAM

LEVEL II EXAM

LEVEL III EXAM

MEMBER SHIP

• Bachelor’s degree• Final year of

degree program or equivalent

• 4 years of professional work experience

Register for theCFA exam

Pass the exam in June or December

Pass the examin June

• Acquire 4 years of relevant work experience

• Become a member of CFA Institute

Pass the exam in June

Earn theCFA charter


About the CFA exam

EXAM TOPIC WEIGHTAGES FOR ALL 3 LEVELS

EXAM FORMAT FOR ALL 3 LEVELS

TOPICS LEVEL I LEVEL II LEVEL III

Financial Reporting & Analysis 15% 10-15% 0

Ethics & Professional Standards 15% 10-15% 10-15%

Equity Investments 11% 10-15% 10-15%

Fixed Income 11% 10-15% 15-20%

Quantitative Methods 10% 5-10% 0

Economics 10% 5-10% 5-10%

Corporate Finance 10% 10% 0

Derivative Investments 6% 5-10% 5-10%

Alternative Investments 6% 5-10% 5-15%

Portfolio Management & Wealth Management 6% 5-15% 35-40%

TOTAL 100% 100% 100%

LEVEL I LEVEL II LEVEL III

Exam format240 Multiple choice

questions (MCQ's) divided in to two sessions

(Morning & Afternoon)

20 Item-set questions followed by 6 MCQ's

divided between 2 sessions (Morning & Afternoon)

Final exam includes both Essay questions (Morning session) and

Item-set questions (Afternoon session)

Pass rate 35 - 40% 40 - 45% 50 - 55%


Our USPs

• One of the world’s largest and most diverse education providers. Throughout our 75-year history, Kaplan has been a beacon for expanding educational access and a leader in instructional innovation

We are Kaplan

• Experienced instructors, best in the region - who are CFA charterholders themselves with over 70 years of collective teaching and industry credentials

Trainingpedigree

• Kaplan Schweser has a historic, unbroken streak of over 25 years of proven success in preparing candidates for the CFA Program exam. 97% of Schweser CFA Program students would confidently recommend Kaplan Schweser exam prep to future candidates

Globally renowned study materials

• Our CFA exam prep solution comprises of pre-assessments, preparatory and revision elements which are designed to be highly customizable in order to meet your business challenges by deriving at most-suited delivery mechanisms

Highlycustomized solution

• We’re dedicated to helping your candidates achieve their goals through our constant performance monitoring and reporting processes. We are aware that you succeed when they succeed - and our success lies in yours

Effective monitoring and reporting framework

• We can also deploy our double helix approach to create a customized learning journey. It comprises of exam prep accompanied by technical competencies and behavioral confidence for your analysts. Helping them to set out on a path of becoming future leaders in an organization

Holisticapproach to skilldevelopmentfor analysts


Our Complete Learning SolutionLeveraging on our years of training In-house CFA candidates, we have created 3 variants to help you choose the most suitable option. These variants are distributed on the following paradigms:

ELEMENTSCORE

To provide a thorough

understanding of all concepts necessary to pass the exam and reinforce the learning through practice

TUITION

Recall & revise all key concepts necessary

to pass the exam and practice questions in an exam simulated,

time pressured environment

REVIEW WORKSHOP

To reduce the element of surprise for the candidate &

improve confidence while reducing exam stress

using exam simulation

EXAM SIMULATION

Candidate shall be provided constant doubt solving & motivational support through the challenging

journey to attain the CFA charter

SUPPORT SYSTEMS

To support learning of the student by providing world

class learning solutions by Schweser & aided by Stanley (Personal guide

to passing the CFA exam)

LEARNING RESOURCES

A number of measures in order to minimize potential

risks, motivate the delegates and keep them

on track for exam success

MONTIORING & REPORTING

ELEMENTS

ENHANCERELEMENTS

ENHANCER

COACHING & MENTORING Customized study planning, exam strategy & motivation

EXAM SUCCESS


1 IDEAL DELEGATE TRAITS

Academic BackgroundFinance

QualificationAccounting

QualificationNon-Finance

BachelorsTime for Self Study HIGH LOW HIGH

Required Level of Monitoring LOW HIGH HIGH

2 PRE ASSESSMENT TESTS

50 questions in MCQ format spread over 1.5 hours covering financial markets, quantitative techniques, economics and financial reporting

> 70% > 55% < 55%

1 PREP COURSE PREP

Foundation program: Inclass training covering the basics of 5 topics (FRA, Quants, Economics, Markets & Derivatives) which many Level I candidates find difficult

- 3 Days 3 Days

2 EXAM PREPARATION 18 DAYS 24 DAYS 34 DAYSComprehensive Inclass training covering all 10 topicsMonitored Question Solving SessionsPost Topic Review SessionTopic Test on Each TopicInterim Mock Exam (Exam Simulation)Group Doubt Solving Sessions

Study Planner Sessions

3 REVISION 8 DAYS 10 DAYS 12 DAYSRecall and review all key concepts with Question SolvingExam Simulated Question SolvingDiscussion on Questions SolvedExam Approach StrategyKey Question Solving TricksKey Formulae Review Session

100 Key Question Review Day

4 EXAM SIMULATION 1 Day 4 Days 6 DaysMonitored Mock Exam(s) 1 2 3Online Review of Mock ExamInclass Review of Mock Exam

A

B

SUITABILITY

TRAINING

TUTORBASIC

TUTORPLUS

TUTORENHANCED


TUTORBASIC

TUTORPLUS

TUTORENHANCED

Dedicated Project Management SupportDedicated Student Relationship SupportCFA Exam Registration SupportAsk the Instructor Email SupportWhatsApp group for Technical and Motivational SupportWhatsApp Access to Trainers

1 STUDY MATERIAL & PRACTICESchweser Notes - 5 BooksSchweser Slide PackSchweser Practice Volume 1 - 3 Mock ExamsSchweser Practice Volume 2 - 3 Mock Exams

2 E-LEARNING PORTALSchweser VideosSchweser Qbank (Covering all LOS)Study CalendarPerformance Tracker

3 REVISIONPassmate or Schweser Mind Map (200 page concise revision tool)Revision Q&A Book

C

D

E

VALUE ADDS

LEARNING RESOURCES

MONITORING & FEEDBACK

FEEDBACK REPORTFrequency Monthly Fortnightly WeeklyAttendanceTest PerformanceClass Participation

Individual Candidate FeedbackCorrective Action PlanMonthly One on One meeting with Course Coordinator

27 days 41 days 55 daysF OVERALL PROGRAM DURATION


We believe that all training programs are about more than just instilling skills – they’re about changing behaviors that result in better individual and team performance, and enabling your employees to effectively lead the change within your organization.

We design all of our programs to meet our client’s particular challenges by gaining an in-depth understanding of an organization’s culture and derive at most-suited delivery mechanisms - through collaborative customization.

The learning journeys and developmental interventions that are created as a result of this collaborative effort blend behavioral and technical elements which complement the CFA exam prep solution. This learning journey is aimed at developing the competence, confidence, and behavioral skills to empower learners to make better decisions and drive performance as financial analysts and also set them out on a path to becoming value-driven future leaders in the organization.

Customized Collaboration

POST-LEVEL MODULESPRE-LEVEL MODULES BEHAVIOURAL MODULES

ANALYST DEVELOPMENT PROGRAM

Illustrative learning journey for an Analyst

END

START Excel 101 (2 days)

Financial statement analysis (2 days)

Financial modeling masterclass (4 days)

Introduction to corporate world: Business Etiquette

(2 days)

Accountability for results

(2 days)

Introduction to financial modeling (2 days)

Personal brand & self-awareness

(2 days)

Business writing & story telling

(2 days)

Managing change (2 days)

Managing multiple priorities successfully

(2 days)

Increasing managerial effectiveness

(2 days)

Financial storytelling

(2 days)

Team leadership

(2 days)

LEVEL I CFA PREP

LEVEL II CFA PREP

LEVEL III CFA PREP

Advanced Exce

l (3 d

ays)

Three statement modeling

(3 days)



Trainer Profiles

MOHIT MALHOTRA, CFA

YASIR ALI, CFA, CMA, ACCA, FRM, ACMA, CGMA

VISHAL IYER, CFA

RAHUL SONTHALIA CFA, CMA

KARAN SHARMA, CFA

Over 10 years of experience in M&A advisory, financial modeling, buy-side equity research, advanced excel and financial statement analysis.

Over 11 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation and Financial Modeling.

Over 12 years of experience in corporate finance; involving the development of derivative strategies, working capital, cash flow and risk management.

Over 15 years of experience in implementation of foreign investment appraisal, risk management and preparing financial models.

Over 16 years of experience in portfolio and investment analysis, business valuations, corporate finance and financial modeling.

Managing Director

Associate Director & Product Head - Accounting & Taxation

Director & Product Head

Associate Director & Product Head - Executive Education & Financial Markets

Financial Trainer


Top notch instructors!Exceedingly helpful in answering queries and explaining difficult concepts. Feeling much more prepared for the CFA exam

Corporate client


Our Clients


www.kaplansolutions.com/meaLearn More: 877.656.5557 (U.S.) | 020.3122.0100 (U.K.)

CONTACT US www.kaplansolutions.com/mea

Abu Dhabi

ADGM Academy Abu Dhabi Global Market

Authorities Building, ADGM Square, Al

Maryah Island, PO Box 111999, Abu Dhabi,

UAE

Email: [email protected]: +971 4 554 6184

CMA | CISI | FINANCIAL MODELING | BEHAVIOURAL PROGRAMS | DIAGNOSTICS & ASSESSMENTS | BUSINESS SIMULATION

Dubai

Office #2401, Vision Tower, Business Bay,

Al Khaleej Al Tejari St, P.O.Box 416639,

Dubai, UAE

KAPLAN GENESIS LEADERSHIP

& PROFESSIONAL DEVELOPMENT

Documents

CFA PROGRAM TRAINING SOLUTIONS...Learn More 800.346 Toll Free 1.4.4.6184 U.A.E inokaplangenesis.com We believe that all training programs are about more than just instilling skills