Course Registration

CFA PROGRAM For

FINANCE, ACCOUNTING, ECONOMICS, Or BUSINESS

CFA Program Overview

The CFA Program consists of a three-part exam.
CFA tests the fundamentals of: investment tools, asset valuation, portfolio management, and wealth planning.
Typically pursued by individuals with backgrounds in: finance, accounting, economics, or business.
– In Egypt, Saudi Arabia, and the Middle East, passing the CFA exam is highly valued.
– It provides intense practical knowledge in finance and investment.
– Increases chances of successfully answering technical interview questions.
– Enhances opportunities for promotions in finance and investment-related careers.

Suitable Jobs related to CFA

Investment vacancies suitable for CFA candidates

Equity Analyst, Investment Banking
Analyst, Private EquityAnalyst,
Investment Managers..

Credit related vacancies suitable for CFA candidates

Credit analysts, business banking
analysts, Corporate RiskAnalysts..

Finance related vacancies suitable
for CFA candidates

Budget officers, financial reporting
managers, corporate finance analysts
and Financial advisory executives

Study Topics Overview

Financial Reporting & Analysis (11-14% of total)

  • Understanding accounting standards & financial statements in depth: B/S, IC, CF
  • Steps of financial analysis, and financial ratios calculations
  • Knowing inventory valuation methods, insights on long-lived assets, income taxes, and long-lived liabilities
  • Financial reporting quality, and applications

Economics (6-9% of Exam weight)

  • Demand & supply analysis
  • Firms and market structure
  • Aggregate Output, Prices, and Economic Growth ü Understanding Business Cycles
  • Monetary and Fiscal Policy
  • Currency Exchange Rates

Equity (11-14% of exam weight)

  • What is the financial system ? What is the stock market index ?
  • Types of market indices
  • Market efficiency and overview on equity securities
  • Industry analysis
  • Concepts on Equity valuation

Alternative Investments (7-10% of Exam weight)

  • Types of alterative investments

Derivatives (5-8% of Exam weight)

  • Derivatives markets
  • Pricing and valuation of derivatives

Corporate Finance (6-9% of exam weight)

  • Corporate governance
  • Capital budgeting and cost of capital
  • Measures of leverage and working capital management

Quantitative Methods (6-9% of exam weight)

  • Time value of money
  • Discounted cash flow applications
  • Statistical Concepts and Market Returns ü Probability Concepts
  • Sampling and Estimation
  • Technical Analysis

Fixed Income (11 - 14% of exam weight)

  • What is the bond and its features? What are the bond cash-flows? Callable bonds, putable bonds, and convertible bonds
  • Sovereign bonds, corporate debt, and financial instruments
  • Fixed income valuation, asset back securities
  • Credit analysis

Portfolio Management (8-12% of exam weight)

  • Overview on portfolio management and risk management
  • Portfolio risk and return
  • Portfolio Planning and construction

Ethics (15-20% of Exam weight)

  • Ethics and Trust in the Investment Profession
  • Code of Ethics and Standards of Professional Conduct
  • Guidance for the standards
  • Introduction to the Global Investment Performance Standards (GIPS®)

Course & Exam Details

  • Finance Coach offers its courses in Cairo (Dokki, Nasr City) and Alexandria in Egypt. We also online courses to Saudi Arabia, UAE, and Kuwait
  • The course hours is 180 hours, with two lectures per week (3 hours per lecture)
  • 2-3 instructors per each course, with different experience and way of teaching
  • Instructors are certified with 10 -15 years of experience
  • The CFA registration and exam fees are (USD 940 early payment of exam fees + USD 350 one-time enrollment fee)
  • CFA Institute offers different scholarships reducing the total fees to USD 350-400
  • The exam is offer 4 times per year in Feb, May, Aug, and Nov.

CFA orientation videos

Play Video

CFA success stories

Play Video

Shihab Mohamed

Associate of Strategy, Planning, and
Transformation at National Bank of Kuwait

Play Video

Abdallah Asharf

Assistant Manager, Deal advisory,
Transaction services at KPMG

Play Video

Momen Gamil

Deal advisory, Transaction services
at KPMG

Instructors Bio

AHMED ISMAIL

CMA Holder & ACCA DIPIFR, CFA charterholder (2019- 2022)

Ahmed is an Assistant Relationship Manager at HSBC Egypt with 14 years of banking experience, specializing in retail and corporate clients. He holds the CFA charter, CMA designation, and an IFRS diploma, along with a corporate credit certification.

AHMED AYMAN

CFA Charterholder (2018 - 2021)

Ahmed is a senior vice president In Securitization Department  at CI Capital  Holding. He has 13 years of experience in investment and finance field.

AHMED SOLIMAN

CMA Holder & CFA charterholder

Ahmed Soliman, MSc, CFA, is an investment expert with 11 years of experience in MENA financial markets. He spent 1 year in financial advisory and 10 years in MENA equity research, culminating in his role as Head of MENA Industrials at CI Capital Research before relocating to the UK for new opportunities.

SHERIF SAMIR

MBA Holder & CFA charterholder (2018 - 2023)

Sherif is  Vice President at Post for Investment. Sherif has extensive 17 years of experience in investment field

 

Amr Essam

CFA charterholder (2019 - 2021)

Amr has 10 years of experience in corporate credit in banking in several banking institutions in Egypt & Kuwait. Amr is also Adjunct Lecturer at University of London at ASST Cairo. 

 

Hala Ghonem

CFA charterholder

Hala has seven years of experience in finance field. She is currently Corporate Finance Specialist at Financial Regulatory Authority in Egypt.

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