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.
– 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 BankingAnalyst, Private EquityAnalyst,
Investment Managers..
Credit related vacancies suitable for CFA candidates
Credit analysts, business bankinganalysts, Corporate RiskAnalysts..
Finance related vacancies suitable
for CFA candidates
Budget officers, financial reportingmanagers, 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.
Finance Coach is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials which are the building blocks of the exam. We are also required to create / use updated materials every year and this is validated by CFA Institute. Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services”
“CFA Institute does not endorse, promote, review or warrant the accuracy or quality of the product and services offered by Finance Coach.
CFA Institute®, CFA® and “Chartered Financial Analyst®” are trademarks owned by CFA Institute.”
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