CFA is one of the best Certifications in South Africa. If you want to go to class to study the program, below are the training institutions available:
- Financial Training Solutions
Financial Training Solutions is among the best CFA training colleges in South Africa. Training is for CFA 1 to III.Training costs R15,500 to R13,225. For online classes only, you will pay R 9775.
Contact
Email: info@financialts.co.za
Tel: 083 601 4749
Fax: 0866 534132
PO Box 87256
Houghton 2041
Venue for CFA® Program training:
The Wanderers Club
21 North Street (corner Rudd Road)
Illovo
- Charter Quest
You can also enroll for CFA at Charter Quest.
Eligibility
Exemptions & Eligibility
Irrespective of your prior qualification and/or experience, you cannot apply for exemption from any Level of the CFA® Program. To be eligible to start at Level I, you must EITHER:
- Hold a bachelor’s (or equivalent) degree, or
- Be within 23 months of your graduation month of your bachelor’s (or equivalent) degree , and/or
- Have four years of work experience (not necessarily investment-related).
Please note: Although four years of work experience which is not necessarily-invested related will grant you eligibility, you will be required to submit three years of relevant work experience before being accorded the CFA Charter. This relevant experience you can gain before, during or after completing all the relevant CFA® exams.
What they teach
CFA® Syllabus Structure – All Levels
The CFA® Program is structured into 3 challenging levels:
- Level I (knowledge and understanding of investment tools and techniques);
- Level II (application of investment tools and techniques to asset valuation) and
- Level III(synthesis and evaluation of investment tools and techniques in the context of portfolio management and wealth planning).
The above 3 levels are underpinned by a network of progressively challenging Learning Outcome Statements (LOSs), founded on 10 syllabus topic areas:
- Quantitative Methods;
- Economics;
- Financial Statement Analysis;
- Corporate Issuers;
- Equity Investments;
- Fixed Income;
- Derivatives;
- Alternative Investments;
- Portfolio Management and
- Ethics & Professional Standards
3 Intakes
- Level I – Jan, May & Oct. aiming for the Aug/Nov. sitting
- Level II – Jan & April aiming for the November Sitting
- Level III – January aiming for the August Sitting
Payment Options & Funding
Up to 12% Discount for Self-Sponsored Students (T/Cs)
- 20% Upfront Fee to get started and the balance paid over 6 months directly with CQ!
- Get Student Funding through our partnerships with Capitec Education Finance & Standard Bank
Fee ranges between R15,000 and R 23,500
- Spectrium
ENTRY REQUIREMENTS TO SIT THE CFA LEVEL I EXAMS
Have earned a bachelor’s (or equivalent) degree, or be in their final year of a bachelor’s program.
- Have accumulated four years of applicable professional work experience (not required to be investment related).
KEY SUCCESSFUL FACTORS
Before the program it is expected that candidates have background knowledge in the following areas:
Statistics (measures of central tendencies, hypothesis testing, probability and measures of central tendency)
Economics (Micro and macro economics models, demand and supply)
Accounting (balance sheet, income statement, Double entry)
Study Options
We prepare learners to sit the exam through the following flexible study methods:
Part-time Saturday and Sunday Classes (9:00 – 16:00)
Part Time Evening classes (Tuesdays and Thursdays) (18:00 – 20:00)
Full Time (Monday to Friday) (9:00 – 16:00)
Study Packages
In-house
Distant Learning
Revision Package
STUDY MATERIAL/SYLLABUS
Kaplan Schweser Book 1/Module 1: Ethical and Professional Standards and Quantitative Methods
Kaplan Schweser Book 2/Module 2: Economics
Kaplan Schweser Book 3/Module 3: Financial Reporting & Analysis
Kaplan Schweser Book 4/Module 4: Corporate Finance, Portfolio Management and Equity Investments
Kaplan Schweser Book 5/Module 5: Fixed Income, Derivatives and Alternative Investments
| Teaching phase study options |
| 8 weekdays, 8 Fridays, 8 Saturdays or 16 evenings |
Phase 1 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):
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Phase 2 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):
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Phase 3 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):
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Phase 4 (2 consecutive weekdays, Fridays, Saturdays or 4 evenings):
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Revision phase
The revision phase pays particular attention to focused exam preparation and improving your exam technique.
- 3 consecutive weekdays
- 3 consecutive Fridays
OR 3 consecutive Saturdays
- College of Chartered Accountants
College of Chartered Accountants offer courses like CFA and CIMA. College of Chartered Accountants offers the CFA program in a self-study format and divides it into three levels of exams:
- Investment tools which deals with Knowledge and Comprehension.
- Asset valuation which involves Application and Analysis.
- Portfolio Management which involves Synthesis and Evaluation.
- IBTC
IBTC trains CFA Leel I to III.Their fee is as low as R 13,250.
Contacts
Email: info@ibtc.co.za
Tel: 0861 111 411
Intl: +27 86 111 1411