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TRAINING/CONSULTING:AFRIQUE-EUROPE-MENA. Date de démarrage CFA LEVEL 1 3 ème Promotion:20/9/2012. Earn Your CFA ® Charter. The most respected credential in the global financial community. A PARTIR DU 2/6/2012 LES EXAMENS CAF LEVEL1,2,3 SE DEROULEONT A CASABLANCA !.

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slide1

TRAINING/CONSULTING:AFRIQUE-EUROPE-MENA

Date de démarrage CFA LEVEL 1

3èmePromotion:20/9/2012

Earn Your CFA® Charter

The most respected credential in the global financial community

A PARTIR DU 2/6/2012 LES EXAMENS

CAF LEVEL1,2,3 SE DEROULEONT A CASABLANCA !

ps ingeniering morocco
PS INGENIERING MOROCCO
  • Fondée en 2004, PS INGENIERING Morocco est une société spécialisée dans le conseil et la formation. Elle bénéficie du track record de son réseau d’experts internationaux et a noué des partenariats en Europe ( Londres,Genève et Paris) aux USA (LOS ANGELES) et en Afrique du Nord et en UEMOA.
  • Nos métiers sont organisés autour des pôles  suivants:
      • PSIM “Ingénierie Financière & PrivateEquity “
      • PSIM “Valorisation financière et valorisation des marques”
      • PSIM “Global Banking”, SI et Gestion des risques”
      • PSIM Certification internationale CFA Level 1,2,3
      • PSIM PRINCE 2
      • PSIM ITIL V3
      • PSIM FRM
      • PSM certification international PMP CAPM Management de projet
      • PSIM assurance et reassurances.
      • PSIM Team building
reseau exeprts
RESEAU EXEPRTS

EXPERTS PSIM

today s topics
Today’s Topics
  • CFA Institute
  • CFA Program and Exams

Successful candidates start early!

the cfa program
The CFA Program
  • The CFA Institute
    • Global, not-for-profit association of investment professionals, promoting the highest ethical standards, and ongoing professional education and development
  • The CFA® charter
    • Developed by the CFA Institute
    • Graduate-level self-study course
    • Three program levels and three exams
    • Other program requirements
increasing relevance of cfa charter
Increasing Relevance of CFA Charter
  • Rapidly changing industry demanding:
    • Higher ethical standards
    • Demonstrated understanding of investment & risk management principles and applications
  • Growing benefits for CFA candidates and members:
    • Career services (Jobline, Career Center, Career Conferences)
    • Continuing education & professional development (Educational Conferences, publications, webcasts, podcasts,)
    • Keep abreast of industry developments (CFA Refresher readings, daily financial news-briefs, book summaries)
    • Networking and volunteer opportunities
    • Society programs (Social and topical)
    • Licensing and exam waivers
    • Member directory access
charterholders put it this way
Charterholders put it this way
  • Better career opportunities
  • Respected by employers
  • Higher compensation
  • Valuable with or without an MBA
  • Key differentiator in the marketplace
global enrollment growth
Global Enrollment Growth

CFA® candidate registrations have climbed steadily the past 20 years, from approximately 10,000 candidates in 1990 to more than 200,000 in 2009

slide17

Geographical Distribution

  • Global diversification of candidates has risen rapidly with the popularity of the CFA designation
    • In 1996 for example, CFA candidates in the Americas accounted for 70% of all registrations; in 2008 that number fell to 41%.
  • Source: CFA Institute
slide18

Candidate Enrollments

(for December 2007 and June 2008 exams)

U.K.

11,575

Korea

7,366

Canada

14,576

Europe

28,216

Hong Kong

12,052

U.S.

55,959

P.R. China

15,946

Taiwan

3,414

Middle East & Africa

10,025

Singapore

7,767

Latin America

2,916

Australia

4,123

careers in finance
Careers in Finance
  • Investment management
  • Investment banking
  • Commercial banking
  • Corporate finance
  • Financial planning
  • Real estate
  • Insurance
charterholder positions
Charterholder positions
  • Portfolio manager
  • Buy- and sell-side research analyst
  • Financial consultant
  • Manager of Managers
  • Chief investment officer
  • Investment banker
  • Private banker
  • Relationship Manager
  • Risk manager
  • Financial advisor/broker
firms hiring charterholders
Firms Hiring Charterholders

Hedge Funds 4%

Other

16%

Consulting Firms6%

Insurance

Companies

6%

InvestmentManagement Firms40%

Banks and Brokerage Firms 28%

how can i become a cfa candidate
How Can I Become a CFA Candidate?

Basic requirements

  • Have a U.S. bachelor’s degree or equivalent

or be in final year of your bachelor's degree program

or four years qualified professional work experience or a combination of the above

  • Meet professional conduct admission criteria
  • Be prepared to take the exams in English
  • Register and pay fees
achieving your charter
Achieving Your Charter
  • Enroll in the CFA Program
  • Pass all three CFA exams
  • Meet work experience requirements
  • Become a regular member of CFA Institute and apply for local society membership

To maintain your status:

  • Must comply with CFA Institute conditions, requirements, policies,
  • Submit an annual Professional Conduct Statement
  • Pay annual membership dues.
slide25

CFA INSTITUTE

Constituent Statistics

Number of members: 100 845

Countries with members: 141

Number of societies: 135

Countries with societies: 58

Number of charterholders: 90379

slide33

Planning

  • Le programme comporte 90 heuresde cours, à raison de 10 heures par semaine réparties comme suit:
  • Vendredi : 3 heures 19h-22h
  • Samedi : 7 heures 9h-12 / 13h-17h
  • DEMARRAGE CFA LEVEL 1:20/9/2012.
slide34

Coût de la formation

  • 32.500 dhs ht payable avant le démarrage du processus de formation.
  • Ce coût il englobe uniquement la phase de préparation à l’examen.
  • Le coût d’enregistrement à l’examen englobe également la livraison des 6 ouvrages de référence.
  • (Voir tableau ci-dessous).
slide36

PLANNING DE PREPARATION CFA LEVEL 1

Début Juin à début septembre

  • analyse des compétences déjà acquises et planning individualisés de vacances studieuses
  • inscription à l'examen
  • programme de travail pour l'été: lectures et autres outils pédagogiques, exercices
  • accompagnement à distance: quiz régulier, discussions
  • quelques study sessions générales
  • Objectif pour septembre: avoir une connaissance adéquate de l'ensemble du programme

Début septembre à mi novembre

  • study sessions spécialisées
  • Objectif pour novembre : avoir une connaissanceapprofondiedu programme

Deuxième moitié de novembre:

  • 2 mock exams withdebriefs
  • final coaching
  • Objectif pour fin novembre: compléter ses connaissances et gagner en aisance et fluidité, savoir gérer son temps et utiliser aumieuxses compétences
exam grading and scoring
Exam Grading and Scoring
  • Score is percentage of correct answers
  • Levels I and II all machine graded
  • CFA Charterholders grade Level III essay questions
  • Minimum passing score reset each year
  • Scores above 70% have always passed
pass rates
Pass Rates

What were the global pass rates for each exam level in June 2009?

Level III

Level II

Level I

62%

70%

50%

A.

41%

49%

46%

B.

50%

50%

40%

C.

32%

46%

35%

D.

No-show rate? Approximately 25% every year.

juin 2010 cfa exam pass rates
JUIN 2010 CFA EXAM PASS RATES
  • LEVEL 1 :42%
  • LEVEL 2: 39%
  • LEVEL 3: 46%
slide45

Organizational Facts and Statistics CFA Institute has more than 97,000 members in more than 130 countries,

more than 87 percent of whom are CFA charter holders. CFA Institute Facts and Statistics

CFA Program Facts and Statistics

The CFA Program is a self-study, graduate-level program that requires candidates to learn and apply

investment knowledge. It is recognized globally as the gold standard investment credential.

CFA Institute Membership

slide47

Top 10 employers of CFA Institute members*:

  • Bank of America Merrill Lynch
  • Barclays
  • Citigroup
  • Credit Suisse
  • Deutsche Bank
  • JP Morgan Chase
  • Morgan Stanley Smith Barney
  • RBC
  • UBS
  • Wells Fargo
no preparation shortcuts 7 common reasons for failure
No Preparation Shortcuts7 Common Reasons for Failure
  • Poor preparation
  • Anxiety, panic, inability to handle pressure
  • Poor time management
  • Reading questions too quickly
  • Over-thinking questions
  • Giving answers not found in the CFA® Program Curriculum
  • Failure to follow instructions
how can i prepare to pass
How Can I Prepare to Pass?
  • Start early
  • Study and understand the curriculum
  • Comprehensive preparation program
  • Practice, practice, practice
slide51

Chartered Financial Analyst®

A Symbol of Integrity and Professional Excellence

®

today s topics1
Today’s Topics

Why become a Chartered Financial Analyst®?

The CFA® charter and your career

CFA Program requirements

The CFA exam

The PS INGENEIRING MOROCCO support system

How to get started

Successful candidates start early!

what others say
What Others Say

“The CFA gives immediate material information about anyone who holds it. And it is very rare to see fraud at firms run by CFAs.”

National Post

“Becoming a CFA is now a passport for excellence and international mobility.”

Financial Times

cfa institute members candidates
CFA Institute Members & Candidates

The Americas

Members: 65,800

Candidates:75,200

Europe, Middle

East & Africa

Members:16,100

Candidates: 44,300

Asia Pacific

Members: 13,600

Candidates: 80,400

Global

Members: 95,500 Candidates: 199,900

As of 15 April 2009

The CFA Program

unsure try it first at no cost
Unsure? Try it first at no cost
  • Class workshops (early January and June/July)
  • Problem solving workshops (March/April and September/October)
  • Free sampling demo of Time Value of Money Concepts
  • Free product samples

Additional Resources:

www.cfainstitute.org

www.analystforum.com

sites utiles
SITES UTILES
  • Sites utiles à consulter 
  • Pour les frais d’enregistrement, va sous le lien : http://www.cfainstitute.org/cfaprog/register/fees.html
  • Pour les livres, ils sont intégrés aux frais d’examen. Toutefois si on veut un exemplaire, ils sont dispo sur le lien suivant : http://www.efastcom.com/cfabookstore/control/productdetails?item_id=103101 pour un coût de 300$.
cincinnati cfa society information
Cincinnati CFA Society Information

www.cfacincinnati.org

Jennifer Trowbridge, CFA - President - jtrowbridge@rwbaird.com

Ryan Nelson, CFA - Membership Chair - rnelson@rwbaird.com

Sandy Hatmaker - Society Admin - cfacincinnati@aol.com 513-554-3067

informations pratiques
INFORMATIONS PRATIQUES

Contact Casablanca :

Mme OUDRHIRI : Directrice Associée

Adresse:Bd 2 Mars Rue Cheikh El Kerouani Immeuble SARA III app:1 Casablanca

Tél.: 0522 833 125/0522 833 125/ 06 12 14 48 90

Fax : 0522 833 126

E-mail:debbar.performancesstrategy@gmail.com

www.cfa-psim.ma

Mme OUDRHIRI LAILA

Responsable communication CFA MAROC

Mail:laila.performancesstrategy@gmail.com

Tel:0522 833 125/0522 833 126 / 06 12 14 48 90

Fax/0522 833 126

www.cfa-psim.ma