The Chartered Financial Analyst (CFA), a graduate-level program of the CFA Institute in the USA, is designed to develop competencies and professionalism required in investment management and advisory services.  A CFA Charter is widely recognized by investors, investment practitioners, employers, regulators and the media across the globe as the highest ethical, education and professional standard in an investment community.  Thus, CFA charter-holders are highly sought after in the marketplace.

Benefits of the CFA Charter

Global Recognition

The CFA Program is the most widely recognized and respected qualification in investment across the globe. Earning the CFA charter will enhance your professional image with clients and peers.

In the face of globalisation and internationalisation, employers and clients seek professionals who are able to demonstrate competencies in implementing global investment strategies, CFA charters are sought after to fulfil these competencies.

 

Practical Skills

The CFA Program curriculum focuses on the practical knowledge and current skills required in investment management, together with professional codes of conduct in investment professions.  The Program is designed to prepare you for a wide range of investment specialities that are applicable in many parts of the world.  More importantly, this knowledge and skill can be applied immediately to your job.

 

Community

A CFA qualification will place you as part of an elite global community of nearly 90,000 investment professionals.  You will be associated with the other charter-holders around the world who share the strong commitment to the highest standards of investment education, ethics, and professional excellence.

CFA Charter

By Job Occupations

  • Portfolio Manager
  • Research Analyst
  • Chief Executive
  • Consultant
  • Relationship Manager
  • Risk Manager
  • Financial Advisor
  • Corporate Financial Analyst
  • Investment Banking Analyst
  • Trader
  • Accountant
  • Auditor
  • Strategist
  • Broker
  • Private Banker
  • Performance Measurement

Specialist by Sector of Employment

  • Equities
  • Fixed Income
  • Private Equity
  • Derivatives
  • Hedge Funds
  • Real Estate
  • Structured Products
  • Commodities
  • Foreign Currency
  • Indexed
  • Venture Capital

The Sunway TES Advantage

Internal Assessment and Review Sessions

Internal assessments are conducted and set to the closest examination environment possible to fully prepare program candidates for their CFA examinations.  All assessments will be discussed in the review sessions.

All modules, assessments and review sessions are conducted at Sunway College, Sunway City, Petaling Jaya, on Saturdays and Sundays.  A total of 88 hours is dedicated to face-to-face teaching and learning, and program candidates are highly recommended to spend an additional 12 hours per week for lesson revision and internal examinations.  In general, CFA Institute recommends a CFA Program candidate to devote at least 250 hours to prepare for each level of the CFA examinations.

 

Qualified and Experienced Trainers

A team of qualified and experienced trainers will facilitate the workshops.  These trainers have a postgraduate qualification such as CFA, CPA, Chartered Accountancy, MBA or PhD and a wealth of industry experience.  Program candidates will get first-hand knowledge of how investment concepts and principles are applied in the real financial world.

The CFA Qualification

Steps Leading to the Acquisition of a CFA Charter.

To be a CFA charter, one must fulfil both the education and work experience requirements.

CFA Programme Curriculum

Ethical and Professional Standards

  • Ethical and Professional Standards Investment Tools
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance

Asset Valuation

  • Equity Investments
  • Fixed Income Investments
  • Derivatives
  • Alternative Investment

Portfolio Management and Wealth Planning

Entry Requirements

To become a CFA Program candidate, you must fulfil one of the following entry requirements:

  • Hold a Bachelor’s degree or its equivalent, or
  • Be in the final year of your Bachelor’s degree at time of registration, or
  • Have four years of qualified, professional work experience, or
  • Have a combination of work and college experience of at least 4 years.
    (Note: Summer, part-time, and internship positions are not applicable)

Other requirements of the CFA Institute include:

  • Meeting the professional conduct admission criteria (During the application process, you will be asked to sign Statements of Professional Conduct and Candidate Responsibility),
  • Be prepared to take the examinations in English, and
  • Have a valid international travel passport.

Upon fulfilling all of the above requirements, you may enrol yourself as a CFA Program candidate online at cfainstitute.org

Workshop Details

CFA Program Levels

The Program is divided into three integrated levels of study, namely, Levels I, II and III.  There is one examination at each level, and candidates are given 6 hours to complete each written examination.

Candidates must pass the examination before progressing to the next level.

Level I

This level tests candidates on knowledge and its comprehension, with emphasis on tools and inputs relating to investment valuation.  The CFA Institute Code of Ethics and Standards of Professional Conduct is a focal point at Level I.  The examination has 240 multiple-choice questions.

Level II

Analysis and application are emphasized, with a focus on asset valuation.  The examination consists of 20 item sets, 10 in the morning session of the examination and 10 in the afternoon session.  Item sets are sometimes called “mini-cases”.  Each item set on the CFA examination consists of a vignette (or case statement) and six multiple-choice questions.

Level III

Core study areas of Level III involve the synthesis of information from Levels I and II.  This final examination includes 12-15 essay questions and item-set questions.

CFA Trainers

Benjamin Goh, CFA is currently CIMB Research’s Retail Market Strategist. In this role, Ben regularly provides analysis and insight on market-moving events, the global macroeconomic environment, assets and individual securities.

Ben’s previous roles in CIMB include being a portfolio manager in the Discretionary Investment Unit as well as heading the Products and Business Development division.

Before joining CIMB Securities, Ben held a number of diverse roles in AB Maximus, JPMorgan, Credit Suisse, Deloitte Consulting and Hewlett Packard.

A regular instructor with CFA Singapore since 2009, Ben speciality is equity analysis, portfolio management and economics.

Benjamin received his Master in Finance from the ICMA Centre, United Kingdom, in 2002 and became a Chartered Financial Analyst in 2001.


Chong Lock Kuah, CFA, is a trading representative/registered representative at UOB KayHian.

Mr. Chong teaches part-time at the local Universities. He is currently an associate lecturer at SIM University, teaching part-time BSc (Finance) programme. He also teaches part-time at NUS Business School.

He has been teaching CFA Examination Review courses for Level 2 at CFA Singapore since 2004.

He has more than 10 years of experience in teaching finance and investment related courses. He started teaching, on a regular basis, in-house and public-run preparatory courses for CMFAS Exam since 2003. Currently, he is one of the instructor teaching CMFAS Module 6A course for SGX and IBF.

Mr. Chong conducted a course on “Options Trading” for Bursa Malaysia in 2011 before Bursa launched the option contract on crude palm oil futures. He also taught FICS Accredited course at FTI@ SMU in 2009.


Marie-Laure Caille, CFA is an Adjunct Lecturer in Finance at ESSEC Business School (Singapore Campus) and an independent consultant. Prior to teaching for ESSEC, Marie-Laure was a Director at Pickering Pacific, an M&A boutique firm based in Singapore.

She has also worked as a consultant for the Boston Consulting Group (BCG); she was based in Jakarta and worked in Southeast Asia. Prior to that, she was an economist with the United Nations Support Facility for Indonesian Recovery (UNSFIR), a system-wide UN facility set up in 1998 to provide technical support to the UN System in Jakarta.

She started her career as a research assistant for the Trade Directorate of the Organisation for Economic Cooperation and Development (OECD).

Marie-Laure has taught micro- and macro-economics and corporate finance at SIM University (Singapore), and microeconomics for the University of London External Program in Singapore.

Marie-Laure holds an MSc from the London School of Economics in Development Studies with a concentration in Economics and is a CFA charter holder.


Eric Koh, CFA graduated with a Bachelor of Commerce. In addition to being a CFA charter holder, he is also a member of CPA Australia and the Malaysian Institute of Accountants.

Eric brings a unique blend of professional and academic experience. He commenced his professional life as an auditor in an international public accounting firm.

He then sought to gain commercial experience from the banking industry, learning from and, subsequently, leading various business performance and strategic analysis initiatives and exercises. Eric has held senior positions in banks and a global shared service centre.

An avid learner, Eric completed his MBA to enrich his appreciation of business dynamics and analysis. He has also earned a PhD to enhance his academic and research competencies.

Eric's passion for helping people learn has seen him serve in various training and education aspects, including the CFA exam preparatory programmes, the Asian Institute of Chartered Bankers (previously known as Institute of Bankers Malaysia) examination programmes as well as various university undergraduate and postgraduate courses.


Mr. S.S. Sandhu FCA, CPA has extensive experience working within the financial markets sector in Asia. He has deep technical knowledge covering listed companies, multinationals, initial public offerings and mergers and acquisitions due diligence gained over 18 years at PricewaterhouseCoopers. He was also the CFO of one of the largest financial institutions in Singapore.

He is both a Fellow Chartered Accountant and a Certified Public Accountant and has provided advisory services to many public listed companies, multinationals and government-linked companies on the development of financial reporting standards and changes in regulatory environment.


Tolmas Wong, CFA is currently a Director (Sales), Private Clients Services with CIMB & an adjunct lecturer at the Singapore Management University. He has over 15 years of experience in fund management and stock broking and has held various positions at United Overseas Bank, Citicorp Vickers and Schroder Securities.

Tolmas has graduated with a Bachelor of Business Administration at the National University of Singapore and Master of Applied Finance at the Macquarie University, Australia. He is a CFA charter holder and is formerly a Board Member of CFA Singapore and the Asian Securities Analysts Federation.


Mr. Ooi Kok Hwa, CFA is the Managing Partner of MRR Consulting, dealing mainly with Business Appraisal, Investment and Financial Training. He is a CFA charter holder and is also a licensed Investment Advisor by the Securities Commission of Malaysia.

He is a member of Institute Business Appraiser (IBA), the USA specializing in business appraisal for private limited companies. He is a part-time research analyst at Dynaquest Sdn. Bhd. for the past 15 years.

As a licensed investment advisor, Mr. Ooi provides investment advisory services to clients, covering investments in Malaysia, Singapore, Hong Kong and US markets. Mr. Ooi is also actively involved in providing investment training, CFA Examination preparation courses and Continuing Professional Education (CPE) courses for fund managers, research analysts, remisiers, brokers and the general public.

He has been lecturing CFA Programs for more than 10 years. Besides, he is also one of the main trainers in providing technical training sessions and examination material preparation for the training arm of Securities Commission of Malaysia, the Security Industry Development Corporation’s (SIDC), covering various programs, such as Graduate Development program, Directors’ training program and APEC Work Placement Program. In addition, he is also a regular trainer for Singapore Stock Exchange (SGX)


Darren Degraaf, CFA, is currently the CFA Curriculum Director at A.B. Maximus, a leading provider of CFA preparation classes. He was previously the Faculty Manager for Becker Professional Education of Devry Inc, a component stock of the S&P500. He's one of the top CFA instructors in North America.

Before moving to Becker Professional Education, he was a Senior Manager at HSBC Bank in Vancouver. In this position, he focused on credit risk exposure of the bank's lending portfolio. Prior to that, Darren held various analytical and accounting positions in their Finance, Asset Management, and Insurance divisions, over his 12+ year career there.

In terms of his lecturing experience, for the past 9 years, he has taught in Europe, the Middle East, the Americas, and throughout Asia - teaching a wide range of Level 1 to 3 CFA topics of the CFA program. In addition, Darren is a seasonal lecturer for the Sauder School of Business, University of British Columbia. Finally, he lectures on the Financial and BEC sections of the U.S. CPA program.

Registration and Course Fees

There are two intakes of CFA workshop in Sunway-TES in a year (January and July).

For workshop registration form and fee structure, please contact Ms Michelle Choo at michellec@sunway.edu.my.

Other Important Information

Membership

For a candidate to sit for the CFA Examination, he/she needs to register with CFA as a candidate for the Institute.

Information on the types of membership & membership application process can be viewed at www.cfainstitute.org

CFA Examination

The Candidate shall register himself/herself to sit for the CFA exams.  Details on the CFA certification requirement and registration/application can be found at www.cfainstitute.org

CFA at Sunway TES Contact Details

For more information, please see the details below:

Michelle Choo
Email: michellec@sunway.edu.my
Tel: +6 03 5638 7176 / 7491 8622 Extension 8013