CFA COURSES

What does CFA stand for?

A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.

Requirements

Before becoming a CFA charter holder, a candidate must meet one of the following educational requirements. The candidate must have four years of professional work experience, a bachelor’s degree or be in the final year of the bachelor’s degree program, or a combination of professional work experience and education totaling four years. For the undergraduate qualification, the bachelor’s program must be completed before registering for the Level II exam. In addition to the educational requirement, the candidate must have an international passport, complete the assessment in English, meet the professional conduct admission criteria, and live in a participating country.

Process

After meeting the enrollment requirements, the candidate must pass three levels of the CFA program in sequential order. Although the exams can be taken as many times as needed, each exam typically requires candidates to study in excess of 300 hours. To receive a charter, each candidate must pass all three exams and have four years of qualified work experience in investment decision-making.

Level I Exam

The CFA Level I examination is administered twice per year in June and December. It focuses on analysis using the tools of the 10 topic areas of the Candidate Body of Knowledge. These areas are ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, alternative investments, and portfolio management and wealth planning. The exam format is 240 multiple choice questions to be completed within six hours.

Level II Exam

The Level II exam is only offered once per year in June. It focuses on the valuation of various assets and emphasizes the application of investment tools and concepts in contextual situations. Exam questions referring to Financial Reporting and Analysis are typically based on International Financing Reporting Standards (IFRS). The exam format is 21 item sets (mini case studies) with six multiple choice questions for each set (120 questions total).

Level III Exam

The Level 3 exam is only offered once per year in June. It focuses on effective wealth planning and portfolio management by requiring the candidate to synthesize all the concepts and analytical methods in the entire curriculum. The exam format is between eight to 12 multi-part structured essay questions and ten multiple choice questions to be completed within six hours. The hand-written answers are graded by hand.

How Long Does It Take to Pass the CFA Exams?

The CFA exams are difficult and have a high failure rate. Each exam requires at least 300 hours of study, on average. Successful candidates take an average of four years to earn the designation.

How Much Do the CFA Exams Cost?

Each of the three levels of the CFA exam cost $1,000 (which is reduced to $700 if you register early). In addition, there is a one-time enrollment fee of $350. With early enrollment, you would end up paying a total of $2,450.

OUR OFFERS

Explore our CFA course options and choose one that suits you most!

LEVEL II & III COURSES

Upon request

  • ✓ The schedule and content of Level II & III courses is negotiated upon request
  • ✓ Duration – 2 months
  • ✓ Location – Online or Offline
  • ✓ Language of study – English
  • ✓ Clarifications in Russian may be provided as per request
  • ✓ All relevant materials are provided

FREE CAREER CONSULTATION

if you book a place at any CFA course before the end of September 2022
Promocode: ACECFA22

WHY PASSING CFA EXAM?

SALARY

Industry reports indicate that CFA charterholders are paid more than those who have not completed the program. According to test prep provider 300 Hours, a CFA charterholder earns, on average, 53% more than a Level I candidate when controlling for years of work experience.

AUTHORITY

People in the industry know the time and discipline it requires to become a CFA charterholder. Earning the charter demonstrates your work ethic, analytical abilities, and ethical grounding to employers.

CAREER

CFA Institute has a global network of over 135,000 investment professionals. The CFA charter is recognized by regulators, universities, and certification programs in at least 30 countries and territories. You’ll gain unmatched career resources and relationships, as well as access to jobs around the world that require a CFA charter or candidacy.

NO PAUSE

CFA Program is a cheaper option than MBA and can be done part-time, while working or studying

OUR MAIN EXPERTS

BEN WAGNER

Founder

A dual German-British national fluent in Russian, Benedikt has studied at both Oxford and Harvard, gained valuable work experience at Deutsche Bank and asset management house Baillie Gifford ($170bn under management) and holds the CFA charter.

ANNA SHEREMETYEVA

CEO

Anna Sheremetyeva, CEO, is a tax expert certified by the Chamber of Tax Consultants of the Russian Federation. For 12 years, she has been working as a chief accountant and controller for foreign subsidiaries in Russia (both in-house and outsourcing).

IRINA LU

Marketing

Irina Lu graduated with distinction from the financial academy in Moscow and received her MBA from Doshisha University (Japan). She is an experienced project management professional and worked for over five years for a UAE exhibition company.

MAXIM LU

Operation

Maxim Lu has a strong academic and professional background in the field of engineering. He received his Masters Degree from the University of Edinburgh. Maxim has participated in several research projects and has multiple highly ranked scientific publications. He is responsible for a systematic approach to building operational processes.

SERGEY VESELOV

Partnership

Sergey Veselov has graduated from the Faculty of International Law of the Moscow State Institute of International Relations of the Ministry of Foreign Affairs of the Russian Federation (MSIIR MFA RF) with a degree in Law. He is currently studying at Legal Regulation of Digital Development Master program at MSIIR MFA RF. He specializes in issues of international law, regulation of the circulation of cryptocurrencies and technologies using artificial intelligence. He is fluent in English and Spanish.

OUR SERVICES

Our processes are certified as meeting international standards in Information Security (ISO/IEC 27001:2013) and Quality Management (ISO 9001:2015).
We bear full material responsibility for our work and hold a policy with one of Russia’s leading insurance companies.

WHY WAGNER AND EXPERTS?

TESTIMONIALS

Please click on the reviewers’ names to see the original document.

We have been very satisfied with the tax consulting service rendered in November 2016.

The report provides extremely thorough and precise analysis. It gives valuable practical recommendations based on current tax and currency exchange legislation, as well as relevant court cases.

We express our respect for the experience and competence on display and are delighted to recommend Wagner & Experts to any company in need of tax consulting services.

Dmitry Lukashevich

Managing Director, Bell Russia

As the CEO of the HÜPPE Group, I would like to express our profound gratitude to Wagner & Experts, who provide accounting outsourcing and legal services to our Russian representative office.

Wagner & Experts stand out by offering a comprehensive package price for their accounting services. They include everything a small representative office’s chief accountant would normally do – for instance, unlimited verbal advice, providing powers of attorney or register extracts without extra charges.

They have been true to their word, highly competent, accurate, fast and helpful. We could exchange e-mails directly with our accountant, as she understands English and German. In short, the quality of service has been exceptional throughout, at an extremely competitive price.

I am enthusiastic about our partnership, which has helped us to significantly reduce cost and increase efficiency at the same time.

I sincerely hope that many other potential clients will recognize that opportunity.

Andre Kellinghaus

CEO, HÜPPE Group

WIBERG Rus is the Russian subsidiary of FRUTAROM, an international group. We would like to express our gratitude to 2Syn, LLC (brand name: Wagner & Experts) for their consulting services on VAT and corporate income tax, as well as their rapid response in providing them.

In August 2017, we contacted 2Syn, LLC for advice on the VAT and corporate income tax implications of supplying free promotional literature in the course of training workshops related to the company’s operations.

2Syn, LLC were quick in supplying a competent, well-founded answer to the question posed, with references to the Russian Tax Code, other legislation and relevant court rulings.

Our company is confident in its recommendation of 2Syn’s competent specialists. They are able to shed light on complex and even controversial issues arising in the course of daily business, related to accounting for revenues and expenses as well as corporate taxation.

Vera Maximova

Chief accountant, WIBERG Rus

I’ve been using Wagner & Experts and they have been incredibly helpful. My company is up and running, I’ve got my work visa, and it all happened as planned. They made this whole process way easier than I expected and the whole team are just nice people to deal with. Highly Recommended.

Chris Cole

Managing Director, MonkeyBear LLC

I would recommend Ben Wagner, very down to earth and honest person to deal with, who knows his stuff.

Siamak Karimzadeh

Entrepreneur

CONSIDER DOING BUSINESS ABROAD?

We believe that a personalized approach is the best way to build durable relationships, so we have hand-picked our trusted partners to offer you best-in-class services, no matter where you need them.

Our partners in China (including Hong Kong), Croatia, Finland, Germany, India, Italy, Turkey and UAE will assist you locally on all business, administrative, (legal) and visa topics. We work in close collaboration with our partners, and we guarantee that you will be accompanied all the way through, to make your projects come true.

Get in touch with us and take advantage of Wagner & Expert’s network for your international business.

WAGNER & EXPERTS IN THE MEDIA

Our specialists regularly comment on economic developments in Russia and worldwide on television and in print media.
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AMPLE OPPORTUNITIES AWAIT

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