McGill's Chartered Financial Analyst® (CFA®) Exam Preparation Program

The CFA® designation is one of the most sought after designations in business. Financial institutions such as investment banks, asset managers, pension funds, mutual funds, and insurance companies are increasingly considering the CFA designation to be among one of the required credentials for advancement in their organizations. The demand for professionals holding a CFA designation has risen significantly as financial institutions adapt to more complex operating environments that increasingly rely on the type of competencies acquired in the CFA® Program. Furthermore, the CFA designation is widely recognized globally, making it a transferable designation that opens global employment opportunities to CFA® charterholders.

Each CFA® preparatory course at the School of Continuing Studies offers CFA® candidates a process that can help them increase their chances of success in the exam. The program has been designed to provide the knowledge and competencies expected of a CFA charterholder.


Program Description

This comprehensive program provides candidates with the knowledge and skills necessary to prepare to take the Level I CFA® examinations. The program is fully aligned with the Chartered Financial Analyst (CFA) Body of Knowledge™ curriculum and covers the required Learning Outcome Statements (LOS) for the CFA® examinations. This program will be using SchweserNotes™ study material complemented and enhanced by McGill instructors, who will be sharing their expertise and exam writing strategies.

The program concludes with an intensive final exam review workshop, which will replicate the actual Level 1 exam experience.


Dates

Preparation for December 2017 Exam

Dates:  August 23 – November 11, 2017
Times: Wednesdays (6 - 9 p.m.), Saturdays (9am - 4 p.m.)

Including Intensive final exam review workshop.

Preparation for June 2018 Exam

Dates:  February 14 – June 13, 2018
Times: Wednesdays (6 - 9 p.m.), Saturdays (9am - 5pm)

Including Intensive final exam review workshop.

Location: McGill downtown campus


Fees

Fees (includes Kaplan SchweserNotes™ Package): 

Course fees:

  • Regular Course Fee: $2,395
  • McGill Alumni Course Fee: $2,036

Package Fee (Course + Exam Review Workshop):

  • Regular Package Fee (Course + Exam Review Workshop): $2,595
  • McGill Alumni Package Fee (Course + Exam Review Workshop): $2,206

 

New – you can now register for individual modules:

 Module Hours Fees
Ethics and Professional Standards 9 595$
Quantitative Methods 12 695$
Economics 10 595$
Corporate Finance 9 595$
Financial Reporting and Analysis 24 1095$
Portfolio Management  9 695$
Equity  Investment 9 695$
Fixed Income Investments 9 695$
Derivatives and Alternative Investments 9 695$
> Register for any of the individual modules


New this session – individual coaching included in your fee:
At any time throughout the program you may request up to 3 hours of individual coaching on specific topics with any of the instructors teaching in the program by sending your request to pd.conted [at] mcgill.ca

Also available: Level I CFA® Intensive Exam Review Workshop


Registration

Please click here to register.


Objectives

  • To provide students with the knowledge required to write the Level I examinations of CFA Institute’s Chartered Financial Analyst® Program.
  • To provide students with exam preparation tips and insights into the exam process and format.

Who Should Attend

Professionals interested in a career in investment analysis, portfolio or wealth management, who meet the CFA® qualification requirements and wish to work towards the Chartered Financial Analyst (CFA) credential


Course Outlines

Level I

  • Ethics
  • Quantitative Analysis
  • Economics
    • Microeconomics
    • Macroeconomics
    • Global Economics
  • Financial Reporting and Analysis
    • Introduction
    • Financial Statements
    • Inventories, Long-Lived Assets, income Taxes, and Non-Current Liabilities
    • Reporting Quality and Financial Statement Analysis
  • Corporate Finance
  • Portfolio Management
  • Equity
    • Market Organization, Indices and Efficiency
    • Analysis and Valuation
  • Fixed Income
    • Basic Concepts
    • Analysis of Risk
  • Derivatives
  • Alternative Investment

Payment

For information regarding tuition payment please refer to: Student Accounts

Third Party Billing

If you have an agreement with your employer whereby the company should be billed directly for your course fees, please refer here for instructions on initiating a Third Party Sponsorship.


Contact Information

Telephone: 514-398-5454
E-mail: pd.conted [at] mcgill.ca