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CFA® (Chartered Financial Analyst) Training Programme

Preparatory courses

For those who wish to pursue a career in financial services in areas such as fund management, consulting and banking, the CFA® qualification is the best way forward.

The international CFA® qualification is overseen by the CFA Institute.

Our CFA training programme is a combination of intensive courses, progress tests and the possibility of e-mail communication with the lecturer. Participants on the CFA programme not only gain specialised expertise in investment analysis or fund management, but also acquire valuable skills in US GAAP and International Financial Reporting Standards (IFRS).

See also the CFA Institute site where you can find more details about registrations for the programme.

Should you have any questions, contact our consultant.

Watch a short video - our presentation on CFA qualifications:

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For whom?
Objectives and advantages
Programme
Date and location
Contact

For whom?

The CFA® Programme is most suitable for those who aspire to become professionals in the financial services industry.

University graduates of any discipline can join the programme. A background in accounting or finance is helpful but is not a pre-requisite.

Objectives and advantages

What is the Chartered Financial Analyst® Programme?

The Chartered Financial Analyst® (CFA®) qualification is administered by the CFA Institute in the USA and is promoted as the industry standard for professionals working in the financial services industry.

The CFA® qualification is one of the most highly respected and valued qualifications available internationally. In both developed and emerging markets, the CFA® designation is recognised as a symbol of professional excellence.

CFA® candidates and charter holders reside in more than 150 countries throughout the world.

Gaining such a qualification is evidence that the holder possesses skills and knowledge that are in high demand by employers in the securities markets, banking, corporate finance, fund management, insurance and investment advice.

What are the benefits of holding the CFA charter?

The CFA® Programme is a comprehensive programme in investment management skills.

It takes the candidate to advanced levels in a variety of subjects such as:

Investment analysis
Portfolio management
Assets valuation
Securities evaluation
Fund management
Investment advice
Regulation of investment management services

How long does it take to gain the CFA?

There are three examination levels, which must be passed sequentially. The exam sittings are annual, in early June. Additionally, the Level 1 exam may be taken in December. It is possible to sit the December exam in Warsaw. There are no exemptions and only one level may be taken at a time. Candidates should expect to complete the programme in two and a half or three years assuming first time passes for each exam.

CFA Institute does not require candidates to complete the CFA® Programme within a specified time frame. Nor does CFA Institute limit the number of times candidates may sit for each exam level or require candidates to repeat an exam level that they already have passed, regardless of the time elapsed between exams.

Programme

The syllabus for each of the three levels is based on the same list of topics, contained in the “Candidate Body of Knowledge”, produced by the CFA Institute, and is specified by way of a list of “learning outcome statements”. The learning outcome statements relate to chapters or excerpts from a series of recommended textbooks, professional journal articles and other readings that are set as reading assignments and these reading assignments effectively constitute the study material.

The Level I study programme emphasises tools and inputs and includes an introduction to asset valuation and portfolio management techniques.

The Level II study programme emphasises asset valuation and includes applications of the tools and inputs (including economics, financial statement analysis, and quantitative methods) in asset valuation.

The Level III study programme emphasises portfolio management and includes strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments for individuals and institutions.

The CFA Institute recommends that a candidate with little financial services experience spend a total of around 250 hours preparing for each level. In addition to the time spent on courses, candidates are assumed to be able to spend a minimum of six hours a week studying. Each level is examined in two three-hour exams set on the same day, one in the morning and the other in the afternoon, with both exams covering the whole syllabus for that level.

Date and place

CFA L1 Warsaw	CFA-Level1 -Mod 1-Day 1	11 December 2021	Brian Connolly	Financial Statement Analysis
CFA L1 Warsaw	CFA-Level1 -Mod 1-Day 2	12 December 2021	Brian Connolly	Financial Statement Analysis
CFA L1 Warsaw	CFA-Level1 -Mod 2-Day 4	19 February 2022	Constantinos Papanastasiou	Quantitative Methods
CFA L1 Warsaw	CFA-Level1 -Mod 2-Day 3	20 February 2022	Georgia Sophocleous	Economics
CFA L1 Warsaw	CFA-Level1 -Mod 3-Day 5	12 March 2022	Constantinos Papanastasiou	Portfolio Management, Corporate Finance
CFA L1 Warsaw	CFA-Level1 -Mod 3-Day 6	13 March 2022	Constantinos Papanastasiou	Derivatives, Alternative Investments
CFA L1 Warsaw	CFA-Level1 -Mod 4 - Day 7	26 March 2022	Péter Juhász	Fixed Income
CFA L1 Warsaw	CFA-Level1 -Mod 4-Day 8	27 March 2022	Péter Juhász	Equity Investments, Ethics
CFA L1 Warsaw	CFA-Level1 -Mod 5-Day 9	9 April 2022	Péter Juhász	Revision
CFA L1 Warsaw	CFA-Leve1 -Mod 5 -Day 10	10 April 2022	Péter Juhász	Revision
CFA L1 Warsaw	Live Mock EXAM-CFA L1	15 May 2022	-	mock exam

E-mail the Course Co-ordinator

Contact

Natalia Medyńska | tel. +48 789 407 645 | natalia.medynska@pl.ey.com