Chartered Financial Analyst (CFA®)
Course
Online
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Duration
Flexible
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
The European Institute of Management & Finance is delighted to offer online training for Levels I to III of the Chartered Financial Analyst (CFA®) Program.
Quartic was founded in 2006 by Nicholas Blain, CFA, former global CFA Program Director at Kaplan. Quartic is a London-based firm operating internationally and, in addition to preparatory courses for the Chartered Financial Analyst (CFA®) examinations, offers financial markets training in preparation for other financial examinations.
Quartic remains focussed on its vision of an approach to education that inspires candidates to surpass a level of understanding merely sufficient for exam success. If delegates are inspired by the instructor and presented with an intuitive understanding of finance, their enhanced knowledge will extend benefits to their clients and employers, as well as themselves.
Facilities
Location
Start date
Start date
About this course
Quartic’s aim is to provide its candidates with the highest quality of learning resources delivered with the maximum amount of flexibility to enable delegates to study consistently around their schedules. We pride ourselves on our industry-leading teaching methods and graphic-rich materials that benefit candidates with an inspiring learning experience as well as the best possible chance of examination success.
Reviews
Subjects
- Benefits
- Teaching
- Materials
- Finance
- Financial
- Financial Training
- CFA
- Organisations
- Graphics
- Products
- Chartered Financial Analyst
Course programme
Quartic’s philosophy is to provide long-term benefits to candidates, their employers and their clients, by teaching inspirationally and by providing an intuitive understanding of finance to delegates. Exam candidates, for the CFA Program in particular, gain knowledge far beyond the requirement of the curriculum, and avoid the need to learn endless formulae robotically.
The USPs that separate Quartic from other CFA providers are (i) inspirational teaching, (ii) materials, (iii) support, and (iv) value.
- Inspirational teaching: We teach with a passion. Providing candidates with a deep understanding of finance and financial concepts will provide them with a long-term understanding, not just short-term memory. This will add considerable value to employer organisations as well as enhancing candidates’ career prospects.
- Materials: We have invested many person-years into creating teaching materials that we believe are unrivalled globally. Complex descriptions are turned into clear graphics, aiding the intuition without oversimplifying the concepts. Each year our entire suite of products is reviewed and fully updated to reflect any changes in the curriculum.
- Support: We support our client candidates face-to-face, by phone, e-mail and Skype. We keep our switchboard open in the evenings leading up to each exam, and respond to e-mails typically within one business day.
- Value: Our team puts enormous resources each year into enhancing the CFA and other exam products to ensure outstanding value for clients. Additional support and candidate discussions are part of our day-to-day work and we will not limit the amount of extra help candidates can request from us.
CFA Level I
At Level I, Quartic teaches the foundations of finance with a significant emphasis on the analytical tools. The main benefit of this level is a deep understanding of financial reporting that enables analysts to “un-cook the books” and get behind the numbers.
Quartic emphasises the links between the ten topics within the curriculum: for instance an understanding of bonds requires knowledge of quants, equity valuation hinges directly on the financial statements of a business, and economic analysis impacts many aspects of asset valuation.
CFA Level II
Level II is often seen as the toughest technical level of the CFA Program. However, building on the solid foundation provided at Level I, Quartic provides the step-by-step technical knowledge as well as the inspiration to make this next significant step both achievable and immensely rewarding.
Much of Level II focuses on asset valuation: fixed income and derivative models that can, prima facie, look extremely complex, are broken down into highly logical and intuitive components via Quartic’s clear and incremental learning process.
CFA Level III
The final stage of the CFA Program, Level III, has a strong focus on wealth planning and portfolio management. There is less focus on the analytical subjects (accounting and quants in particular), which are treated as assumed knowledge.
Asset valuation is a key part of Level III, though the roles of equity, fixed income, derivatives and alternative investments are very much viewed from a portfolio perspective, e.g. how these investments help to achieve clients’ objectives.
Chartered Financial Analyst (CFA®)