Jobs after CFA

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Jobs after CFA (US)

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Agenda

Jobs after CFA

– Employers View

– Job prospects in India & Abroad

– Expected Salary Package

– Resume Building

– When to apply

– How to apply

• About Pristine

– Financial Modeling & Valuation

– Pristine Offering

• Registration

2© Neev Knowledge Management Pvt.Ltd.-Pristine

mailto:[email protected]


C: +91 8080 005533


Employers View

• There growing interest in the CFA Exam by employers worldwide.

• Significant benefit in terms of career growth and compensation for those who clear the exam.

• A Russell Reynolds study quoted on the CFA Institute website talks about CFA-charter holding individuals

out-earning their peers by over 50 % across experience levels.

• The primary employment opportunity is with Investment Banks, Private Equity firms, Equity Research,

Wealth Advisory and KPOs.

• Clearing every level leads to an enhanced career path, i.e. even after clearing CFA Lev 1 candidates can

get good opportunities in financial research with KPOs, Broking Houses , Research Firms and Wealth

Advisory Firms.

• Organizations like JP Morgan Chase, Bank of America Corp., Citibank, etc. are not only keen to take CFAs

but also encourage their employees to take the exam with some of them even financing the course for

employees.




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Job prospects in India & Abroad

• CFA charter provides you with a strong foundation for a variety of career choices in the investment

profession

© Neev Knowledge Management Pvt.Ltd.-Pristine4

The following lists the types of industries and companies:

Buy Side - 55%

•Investment Companies/Mutual Funds - 25%

•Private Client Wealth Manager Advisor - 11%

•Hedge Funds/Fund of Hedge Funds -6%

•Banks - 7%

•Insurance Companies - 4%

•Pensions and Foundations - 4%

•Private Client Wealth Manager/Advisor - 2%

Sell Side - 16%

•Investment Bank/ Broker Dealer - 16%

Other - 29%

•Consultancy

•Government/Regulator

•University/College

•Research Firm

*Source CFA institute


http://www.investopedia.com/terms/b/buyside.asp

http://www.investopedia.com/terms/s/sellside.asp


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Expected Salary Package

• The salary after clearing each level of CFA depends on your previous education background and work

experience. A indicative range of salary is given below for your reference.




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Salary after CFA

CFA Leve 1 Cleared CFA Leve 2 Cleared




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CFA Certification - Achievers

• Amit Khurana

– Is B.A. ( Eco) and M.Com ( Eco )

– Started as a career in Analysis

– Cleared All levels of CFA

– Currently Working as Head – Equity Research

• Brijesh Goyal

– Graduate from IIT Roorkee

– Was working with GE in Engineering Division

– Cleared CFA Level 2 and FRM

– Now working with Deutsche Bank in their

Derivative analysis team

• Ankit Megotia

– Was not able to get Job earlier

– After CFA Level 1 got job in D E Shaw , Analyst




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CFA Certification – Where you can go with Level III




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When to apply for Job

• Start applying for the job after 5th June 2011, i.e. just after your CFA Exam, as you have just finished your

syllabus and would be able to answer all the technical questions.

• Employers look for sound understanding of concepts , so if you clear the technical round , you may qualify

for a job even before your result is out.

• Preparations before applying

- Good CV

- Revise your syllabus

- Read newspapers and business magazines for current news of the related finance concepts.

- Attend Pristine Financial Modeling & Valuation course to understand the practical aspects of CFA Lev I or

Lev II exam required for various Finance Research Jobs.

- 70% of the job profiles for candidates who have cleared CFA Lev I or Lev II will require expertise in

Financial Modeling, Valuation and advance Excel concepts.

• Resumes:

– You can have 2 to 3 CVS for different profiles if you have work experience.

– Please refer to the Sample Resumes given in the CD.




C: +91 8080 005533


Available Job Profiles : naukri.com




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Available Job Profiles : www.monster.com




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Available Job Profiles : www.careerjet.co.in




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Available Job Profiles : www.indeed.co.in




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Available Job Profiles :www.timesjobs.com




C: +91 8080 005533


Agenda

Jobs after CFA

– Employers View

– Job prospects in India & Abroad

– Expected Salary Package

– Resume Building

– When to apply

– How to apply

• About Pristine

– Financial Modeling & Valuation

– Pristine Offering

• Registration




C: +91 8080 005533


Pristine & CFA

CFA Institute, USA

Pristine is the Largest

CFA® Institute Authorized

Prep Course Provider in India

Trains 800+ CFA Aspirants each year


https://www.cfainstitute.org/Pages/index.aspx


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Pristine

Finance trainings for individuals/corporate/colleges

Trainings for

International

Certifications

Corporate

Trainings

Pristine

Certifications

- Authorized training providers for prestigious international

certifications like CFA*, FRM, PRM, CFP* etc.

- Pan India class-room trainings and web-based live online

trainings for international students

- Advanced training in financial modeling, valuation, risk,

etc. to large corporate clients like HSBC , BOA,

Accenture, IIMC, IIMI, FMS, CSFB, IDBI, Mizuho Bank

etc.

- Own certification programs in financial modeling, finance

training for corporate lawyers, risk management etc.

- Certification programs in Equity Research, Derivatives

being launched

About Pristine




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Key Authorization

GARP (2007-11)

Authorized Training provider -FRM

Largest player in India in the area of risk

management training. Trained 1000+ students

in risk management

PRMIA (2009-11)

Authorized Training provider – PRM/ APRM

Sole authorized training for PRM Training in

India. Largest player in India in the area of risk

management training. Trained 1000+ students

in risk management

CFA Institute (2010-11)

Authorized Training provider – CFA

Pristine is now the authorized training provider

for CFA Exam trainings . Pristine is largest

training provider for CFA in India with presence

across seven major cities.

FPSB India (2010-11)

Authorized Training provider -CFP

An authorized Education Provider for

Chartered Financial Planner Charter.




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Key Associations*

HSBC (2008)

Risk Management and Quant.

Analysis

New joinees in HSBC had a gap in

knowledge of Risk Management

and quantitative skills. Conducted

trainings (On campus) to bridge the

gap

*Indicative List

Mizuho (2010)

Financial Modeling in Excel

Bankers were using excel

models that they could not

understand. Conducted

financial modeling in Excel

trainings to bridge the gap

Bank Of America

Continuum Solutions (2010)

Finance for Finance

Associates were trained on

valuation and mergers and

acquisitions

J. P. Morgan (2010)


The Real Assets Group were

trained in Excel for

infrastructure and real-estate

modeling

Franklin Templeton

CFA (2010)

Students were facing a gap in the

overall understanding of finance

topics like corporate finance, FSA

and valuation. Provided training for

over 100 hours to bridge the gap

Credit-Suisse India (2009)

Risk Management and Quant.

Analysis

IT Professionals of Credit-Suisse

India were trained on risk

management.

Ernst & Young (2010)

Real Estate Modeling

Senior Associates were trained

on building valuation

models for real estate

ING Vyasa (2010)

Infrastructure & Project

Finance

Bankers were trained on making

integrated models for project

finance and infrastructure.




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…Key Associations

IIM Calcutta (2010-11)


Students about to go for

internships and join jobs found a

gap in their grasp of knowledge of

excel for financial modeling.

Conducted training for 75+

students with an average rating of

4.5+

BITS Pilani (2009)

Workshops on Basics of

Finance

Most of the students desire a

career in finance. Conducted

training for 350+ students with

an average rating of 4.5+

IIT Delhi (2009)

Corporate finance

Students get placed in finance

companies (UBS, GS, MS, etc)

with no understanding of the

subject/ Job Profile. Conducted

workshop to bridge the gap

NUS Business School (2011)


Second year MBA students were

given a full 2-day workshop on

creating financial models. They

learnt how to create integrated

models of valuation.

NISM (2008-11)

Derivatives in Hedging (2008)

Financial Modeling (2011)

Corporate in Ludhiana incurred huge

losses because of derivative trades

(for hedging). Conducted trainings

for directors and CFOs for better

understanding of derivative products

FMS Delhi (2010-11)


Final Year MBA students of Faculty

of Management Studies, Delhi

University were trained in financial

modeling so as to prepare them

better for a job in finance.

IEMR Delhi (2010-11)


Final Year MBA students of IEMR

went through extensive financial

modeling workshop to acquire skills

of financial modeling.

SIMSREE (2010)

Final Year MBA students of

Sydenham MBA, Mumbai were

trained in financial modeling so as

to prepare them better for a job in

finance.




C: +91 8080 005533


About Pristine

• Founded by professionals and alumnus of Standard Chartered, Goldman Sachs, Reliance Private

Equity, SBI, Accenture, IBM and CRISIL, IIM, IIT and SIBM.

• Last Year Results: Have delivered trainings to more than 5000+ candidates in last four years with

a success rate of 65% to 85% for various batches for CFA/ PRM/FRM exams.

• Training centers: in Delhi, Mumbai, Bangalore, Pune, Hyderabad, Chennai, Singapore & Online.

• Provided Online trainings to 500+ professionals from US, Europe, Middle East, Asia Pacific, Africa

and Australia.

• Conducted Corporate Trainings for leading organizations namely JP Morgan Chase, E&Y, ING

Vyasa, HSBC, BOA Continuum, IDBI, STCI, Accenture, IITB, Bits Pilani, IIM C, FMS, Mizhua Bank

etc.




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Pristine Offerings

Course Classroom

Trainings

Online

Trainings

Content Crash Course/

Mock Test

Hours of

training

Accreditation Price

CFA Level I All* + Singapore Yes Original Yes 100 CFA Institute USD 595;

INR 17,950

CFA Level II Mumbai, Delhi Yes Original Yes 100 CFA Institute USD 595;

INR 16,950

FRM Level I All + Singapore Yes Original Yes 75 GARP USD 495;

INR 12,950

FRM Level II Mumbai Yes Original Yes 60 GARP USD 495,

INR 10,000

PRM All + Singapore Yes Original Yes 135 PRMIA USD 795,

INR 20,000

APRM Corporate Yes Original Yes 80 PRMIA INR 10,000

Financial

Modeling

Mumbai, Delhi,

Bangalore,

Pune, Hyd,

Chennai

Yes Original NA 50 - INR 10,000

Finance for

Lawyers

Mumbai No Original NA 50 - INR 45,000

CFP Mumbai, Delhi Yes Original NA 120 Under Process INR 30,000

*All cities include Mumbai, Delhi, Kolkata, Chennai, Bangalore, Pune and Hyderabad ;




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Financial Modeling & Valuation using Excel

• Excel Modeling techniques are used in many different areas, such as credit analysis, investment

appraisal, risk management, valuation, financial analysis and forecasting.

• The objective of the training is to help the candidates to prepare Integrated Financial Models to enable

decision making in areas like, Corporate Finance, Equity Valuation, Credit Analysis/Appraisal,

Investment banking, Project Appraisal, M&A, etc.

• The programs would provide the participants with

- Understanding the company and its equity valuation process.

- Developing Integrated Models to incorporate interlinked Financial Statements, Financial Analysis,

Valuation, Project Finance and Merger & Acquisition.

- Knowledge of excel advance tools like scenario analysis, solver, charting mechanisms, data-tables etc.

- Please refer to the Free Sample Financial Models in the CD




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Training Contents

• Understanding and creating a financial model template

• Excel Skills – Shortcuts, Formulas and cross referencing

• Historical financial statement modeling (P&L and B/S)

• Calculating growth drivers

• Building the asset and depreciation schedule

• Building debt & interest schedule

• Building cash flow statement

• Building interest on excess cash and cash revolver

• Building ratios for analysis

• Updating integrated model for valuation using DCF and Comps

• Sensitivity/Scenario Analysis

• Creating foot-ball field for valuation analysis

• Modeling other Accounting concepts - Revenue Recognition, Deferred tax etc

• Project Finance Modeling covering Infrastructure sector

• Merger & Acquisitions Analysis




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Training Details

• 6 days 30 hrs ( on Weekends) interactive training program using extensive case studies & real life examples

• Complete hand-holding to enable the participants to develop Integrated Financial models.

• Free Financial Models of latest IPO’s Linkedin, Tata Steel, Punjab & Sind Bank, Coal India Ltd, Shipping

Corp of India, Microsoft, Patni & Igate Merger Deal etc.

• Effectively using keyboard shortcuts & Formulas in Excel.

• Please refer to the Financial Modeling brochure in the CD for Faculty Details

• Support for revision in future

• Certification of Participation

• Training Fees: Rs 10,000.

• Training dates & Venue:

– Delhi : Batch starting in June, Malviya Smriti Bhawan, ITO New Delhi

– Bangalore: Batch starting in June, Manipal Center Dickenson Road

– Hyderabad: Batch starting on 18th June, Pasha College of Education, Banjara Hills

– Mumbai : Batch starting in June, Khar Education Society , Khar (W)




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Register for Free Financial Modeling Seminar Delhi: 12 June, 1pm to 3pm, Malviya Smriti Bhawan, ITO , Delhi

Mumbai: 11 June, 12am to 2pm, Khar Education Society, Khar (W)

Hyderabad: Pasha Institute of Education, Banjara Hills, Hyd

Bangalore: Manipal Center, Dickenson Road

mail us at [email protected]

For Registration or Query

Karuna (for Mumbai) : 80800 05533

Sanjay ( for Delhi & Bang) : 95602 14422

Dikshu ( for Hyd) : 88009 59911

Mansi (for Online): 99202 75533


Documents

Jobs after CFA