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CFA Program Fact sheet

Download the factsheet for a summarised version of information on the CFA Program

 - click here​

Information Session webinar hosted by Thato Mashigo, CFA , CAIA  on 23 June 2020     - click here

Information Session webinar hosted by JD van Wyk, CFA, CIPM on the 14 August 2020 - click here

 About the Curriculum

CFA Society South Africa is an affiliate of CFA Institute (USA). In our mission to promote global-best-practice, CFA Society South Africa supports the CFA Code of Conduct & Standards of Practice and the Chartered Financial Analyst (CFA) program.

CFA Curriculum:

    • Self-study, distance learning
    • Rigorous curriculum
    • Broad range of topics
    • Highest ethical standards
    • 18 study sessions delivered in CFA Institute produced custom curriculum.
    • Learning outcome statements (LOS): "The candidate should be able to…"
    • Each LOS indicate type of learning expected: "discuss, calculate, contrast"
    • CFA Institute updates the curriculum each year
    • mastering LOS is a proven study approach.

 

Exams offered:

Each exam will be offered in scheduling windows of up to ten days, depending on location. Exams in 2021 will be offered:

·         For Level I in February, May, August, and November  

·         For Level II in May and August  

·         For Level III in May and November

Exam administrations in 2022 will set the standard CFA exam cadence, and will be offered: 

·         For Level I in February, May, August, and November  

·         For Level II in February and August  

·         For Level III in May and November  


What will you learn?
The curriculum is organized into 10 general topic areas that provide a framework for making investment decisions

    • Ethical and Professional Standards
    • Quantitative Methods
    • Economics
    • Financial Reporting and Analysis
    • Corporate Finance
    • Equity Investments
    • Fixed-Income Investments
    • Derivatives
    • Alternative Investments
    • Portfolio Management and Wealth Planning