Who is it for? | Portfolio and wealth managers, investment and research analysts, brokers, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession. |
How long does it take? | Approximately 2 – 2.5 years to complete (Level I, II, and III) |
Prerequisites? | Bachelor’s (or equivalent) degree (or be completed within 23 months) OR 3 years (4000 hrs.) of experience after clearing +2. A valid passport is required as well for identity proof. |
How do I earn the CFA charter? | · Successfully pass the 3 exams · Have 4000 hours of professional work experience in the investment decision-making process, completed in minimum of 3 years (accrued before, during, or after passing the exams) · Join CFA Institute as a regular member |
COVERAGE
Topics Area | Level I | Level II | Level III |
Ethical and Professional Stand | 15-20 | 10-15 | 10-15 |
Quantitative Methods | 6-9 | 5-10 | 0 |
Economics | 6-9 | 5-10 | 5-10 |
Financial Reporting and Analysis | 11-14 | 10-15 | 0 |
Corporate Issuers | 6-9 | 5-10 | 0 |
Equity Investments | 11-14 | 10-15 | 10-15 |
Fixed Income | 11-14 | 10-15 | 15-20 |
Derivatives | 5-8 | 5-10 | 5-10 |
Alternative Investments | 7-10 | 5-10 | 5-10 |
Portfolio Management and Wealth Planning | 8-12 | 10-15 | 35-40 |
Total | 100 | 100 | 100 |
*Please note that 4000 hours of relevant work experience shall be required to earn the charter.
EXAMINATION SYSTEM
A minimum of 1.5 years is required to complete the certification. Candidates cannot proceed to the next level without successfully completing the previous level.
§ Format: Multiple Choice · Questions: o Self-schedule within a 7-day exam window. o Two 2.15 hours’ session with optional break o 180 questions in total. o Multiple choice questions. 3 options. o Recommended allocation time is 90 seconds per question. o Retake can be only once in 6 months.
|
§ Format: item set or “mini cases” – Each item set contains a vignette (with an average length of 1.5 pages) § Questions: o Item sets or “mini cases” o Recommended allocation time is 3 minute per question. o 88 questions (4-6 questions per vignette)
|
Level III – Twice a year § Format: Essay, item sets and multiple choice § Question o Morning Session: Essay based short answer questions. o Questions on Level 3 are not specific to any single study session. | |
*Though the pass marks are not fixed. It’s believed that a score around 70% is a decent score for a successful result.
FEE STRUCTURE
Fee Payable to CFA Board of USA (Nov 2024)
| Early Deadline | Standard Deadline Early August 2024 |
Program Enrollment | $350 | $350 |
Exam Registration | $940 | $1,200 |
Total | $1,290 | $1,550 |
$350 is payable only once during enrolment. Not payable in other levels.
Exam Scheduling is advised to be done at the earliest. The rescheduling fee is USD 250.
Fee Payable to CFA Board of USA (Feb 2025)
| Early Deadline | Standard Deadline | ||
Program Enrollment | $350 | $350 | ||
Exam Registration | $940 | $1,250 | ||
Total | $1,290 | $1,550 | ||
Fee Payable to us
Registration | Time | Fees | |
CFA Level I | 5 Months (150+ hours) | NPR. 30,000 per month or 1,20,000 at start | |
CFA Level II | 5 Months (150+ hours) | NPR. 40,000 per month or 150,000 at start | |
CFA Level III | As per convenience | Self-study. Support classes on Saturdays. | |
- Materials and handouts shall be provided within a week of joining. Texas BA II Plus calculator shall be provided after payment of second installment only.
- Fees shall be applicable level wise. If a candidate fails at any level or decides to defer the exams, he/she shall be eligible for free classes until he clears that level.
- Level 2 & fees shall be reduced by 20% if Level 1 was studied with us.
- Classes are run from 6 30 AM to 8 30 AM. Sun/Tue/Thurs for Level 1 and Mon/Wed/Fri for Level 2.
- Students can also request extra classes on Saturdays when exams are due in a month.
The tentative total cost equals 8 lakhs.
Contact Us @ 5th Floor, Jagat Laxmi Bhawan, Above Rich Interior/Sharesansar, Dhalko, Ktm, Nepal.
Or Call us +977-9808-088-066 or you can e-mail us at bikash@icai.org
Disclaimer: Chartered Financial Analyst® and CFA® are registered trademark owned by the CFA Institute. CFA Institute doesn’t guarantee the accuracy and quality of School of Finance.
Who is it for? | Portfolio and wealth managers, investment and research analysts, brokers, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession. |
How long does it take? | Approximately 2 – 2.5 years to complete (Level I, II, and III) |
Prerequisites? | Bachelor’s (or equivalent) degree (or be completed within 23 months) OR 3 years (4000 hrs.) of experience after clearing +2. A valid passport is required as well for identity proof. |
How do I earn the CFA charter? | · Successfully pass the 3 exams · Have 4000 hours of professional work experience in the investment decision-making process, completed in minimum of 3 years (accrued before, during, or after passing the exams) · Join CFA Institute as a regular member |
COVERAGE
Topics Area | Level I | Level II | Level III |
Ethical and Professional Stand | 15-20 | 10-15 | 10-15 |
Quantitative Methods | 6-9 | 5-10 | 0 |
Economics | 6-9 | 5-10 | 5-10 |
Financial Reporting and Analysis | 11-14 | 10-15 | 0 |
Corporate Issuers | 6-9 | 5-10 | 0 |
Equity Investments | 11-14 | 10-15 | 10-15 |
Fixed Income | 11-14 | 10-15 | 15-20 |
Derivatives | 5-8 | 5-10 | 5-10 |
Alternative Investments | 7-10 | 5-10 | 5-10 |
Portfolio Management and Wealth Planning | 8-12 | 10-15 | 35-40 |
Total | 100 | 100 | 100 |
*Please note that 4000 hours of relevant work experience shall be required to earn the charter.
EXAMINATION SYSTEM
A minimum of 2 years is required to complete the certification. Candidates cannot proceed to the next level without successfully completing the previous level.
§ Format: Multiple Choice · Questions: o Self-schedule within a 7-day exam window. o Two 2.15 hours’ session with optional break o 180 questions in total. o Multiple choice questions. 3 options. o Recommended allocation time is 90 seconds per question. o Retake can be only once in 6 months.
|
§ Format: item set or “mini cases” – Each item set contains a vignette (with an average length of 1.5 pages) § Questions: o Item sets or “mini cases” o Recommended allocation time is 3 minute per question. o 88 questions (4-6 questions per vignette)
|
Level III – Twice a year § Format: Essay, item sets and multiple choice § Question o Morning Session: Essay based short answer questions. o Questions on Level 3 are not specific to any single study session. | |
*Though the pass marks are not fixed. It’s believed that a score around 70% is a decent score for a successful result.
FEE STRUCTURE
Fee Payable to CFA Board of USA (Nov 2024)
| Early Deadline | Standard Deadline Early August 2024 |
Program Enrollment | $350 | $350 |
Exam Registration | $940 | $1,200 |
Total | $1,290 | $1,550 |
$350 is payable only once during enrolment. Not payable in other levels.
Exam Scheduling is advised to be done at the earliest. The rescheduling fee is USD 250.
Fee Payable to CFA Board of USA (Feb 2025)
| Early Deadline | Standard Deadline | ||
Program Enrollment | $350 | $350 | ||
Exam Registration | $940 | $1,250 | ||
Total | $1,290 | $1,550 | ||
Fee Payable to us
Registration | Time | Fees | |
CFA Level I | 5 Months (150+ hours) | NPR. 30,000 per month or 1,20,000 at start | |
CFA Level II | 5 Months (150+ hours) | NPR. 40,000 per month or 150,000 at start | |
CFA Level III | As per convenience | Self-study. Support classes only. | |
- Materials and handouts shall be provided within a week of joining. Texas BA II Plus calculator shall be provided after payment of second installment only.
- Fees shall be applicable level wise. If a candidate fails at any level or decides to defer the exams, he/she shall be eligible for free classes until he clears that level.
- Level 2 & fees shall be reduced by 20% if Level 1 was studied with us.
- Classes are run from 6 30 AM to 8 30 AM. Sun/Tue/Thurs for Level 1 and Mon/Wed/Fri for Level 2.
- Students can also request extra classes on Saturdays when exams are due in a month.
The tentative total cost equals 8 lakhs.
Contact Us @ 5th Floor, Jagat Laxmi Bhawan, Above Rich Interior/Sharesansar, Dhalko, Ktm, Nepal.
Or Call us +977-9808-088-066 or you can e-mail us at bikash@icai.org
Disclaimer: Chartered Financial Analyst® and CFA® are registered trademark owned by the CFA Institute. CFA Institute doesn’t guarantee the accuracy and quality of School of Finance.