Chartered Financial Analyst (CFA)

Preparation course  Level I, II & III

A Prestigious Award for Financial Professionals
                                (#A6450,1,2 Win 2002)

Course Objectives: These comprehensive CFA examination revision courses aim to train professionals in the fields of Finance, Accounting, Business or those who are intending to pursue a career in this financial industry. This program consist of series of lectures, case analysis and revision examinations trials to develop candidates with practical skills and contemporary knowledge on the most needed competency required by the industry. Hong Kong, as the leading financial centre in the world, is the bathing ground for many financial products and activities. As a result, ample careers and business opportunities arise from this industry in Hong Kong.

 About CFA Program

The Chartered Financial Analyst (CFA®) certification conducted by The Association for Investment Management and Research (AIMR) is a globally recognized standard for measuring the competence and integrity of financial analysts. The broad-based curriculum of the CFA Program compels you to build a working knowledge of principles across core areas of the investment industry, from quantitative analysis and economics to portfolio management and asset valuation. Awarded as a CFA Charterholder – to Employers, you will become a more viable candidate to assume senior-level positions with wider ranges of responsibility; to the global investment community, you are recognizes as a symbol of professional excellence with respect and credibility. 

 The purpose of the CFA program is to help candidates learn.  To master the concepts contained in the AIMR Candidate Body of Knowledge and prepare for the CFA examinations.

 About AIMR Organization

The Association for Investment Management and Research (AIMR) with its headquarter in USA, is an international, not-for-profit  organization of more than 50,000 investment practitioners and educators in over 100 countries.  Founded in January 1990, AIMR was created from the merger of the Financial Analysts Federation (FAF) and the Institute of Chartered Financial Analysts (ICFA). The CFA exam is administered by the AIMR annually in more than 70 nations worldwide and it’s also the AIMR to award the CFA designation.   

 Professional Award

 Candidates may enter into one of the Level I, II or III examinations after completion of the related program. There are three levels of examinations, and candidates who successfully passed all three Levels’ examination sequentially, with at least 3 years of acceptable professional experience working in the decision-making process (i.e. Accountant, Auditor, Banker, Business Appraiser, Investment Banking Analyst, Security Trader, etc), and fulfill the requirements of AIMR & HKSFA would be able to become a CFA.

 Program Structure

The program is based on a series of well structured lectures and examination revision sessions. Programs in each levels are structured with 2 parts – lectures on the related contents and intensive examination revisions and trials. Candidates can enroll into either parts or both. The scheduled completion time for a full Level program is about 3 to 5 months with contents covering Investment Tools, Asset Valuation, Portfolio Management, Ethnical and Professional Standards, etc.


Course Commencement:  March 4 (Tue),2003

                                                (normally on weekday evenings or weekend afternoons)


Course Fee: Two Instalments per Level plus one time registration fee of HK$200 (non-refundable);

Level I:   Part one: 1st Instalment HK$3,980 & Part two: 2nd Instalment HK$3,200;

Level II:  Part one: 1st Instalment HK$4,180 & Part two: 2nd Instalment HK$3,300;

Level III: Part one: 1st Instalment HK$4,380 & Part two: 2nd Instalment HK$3,500;

( material fee around HK$500 will be charged to candidates enrol only in part two, the intensive exam revision)


CFA Examination: The examination consists of three levels – Level I, II & III. Candidates must take the exams sequentially and may sit for just one exam each time.

. Level I exam is conducted twice a year (June & December) composed of 240 multiple-choice questions

. Level II & III exams is conducted once a year (June) composed of 350% essays and 50% items sets

CFA Program takes a minimum of three years to complete.


Inquiries: Tel: 2598 4811; Fax: 2598 4092 or

Email to: marketing

Demand for this program is high, please enrol early to secure your seat


Minimum Admission Requirement: Applicant should possess ONE of the following qualifications:


General Information and Remarks

.               Fee, except for the enrolled and paid module, may be subject to adjustment.

.               Course Fee does not included required reference books per module

.               Fees are non-refundable and must be paid in advance and no later than the specified deadline (7 days prior to commencement)..

.               ABRS reserve the right to change the course/examination content/format, timetable, location and fee of the course if necessary.  Enrolled candidates will be notified by mail, fax, telephone, or in-class announcement or poster on the class venue.  You should, if in doubt, contact ABRS to check for the most updated course information.

.               The commencement of each module is subject to a minimum enrolment level (currently 10) and to be reviewed from time to time

.               The course is conducted solely by ABRS Management and Technology Centre (ED 9/29035/94).


Course Tutors: The local support tutorials are conducted by a team of experienced business managers, senior professionals, and consultants / lecturers in finance field from local business and academic community with CFA qualification.



 The Hong Kong program is offered by ABRS Management and Technology Centre.  ABRS is a professional provider of courses and seminars specialised in Finance, Management and Information Technology.  A range of courses and seminars in management and state-of-the-art I.T. topics are regularly organised.  To date, over 20,000 people have attended various ABRS courses and seminars. 

 Since our commencement of operation, many leading corporations have sponsored their staff to attend our courses:  AT&T, IBM, Citi Bank, Philips, Jardine Engineering, Epson HK Ltd., Hong Kong Bank, Cathay Pacific Airways, ABN Amro Bank, Fujitsu Computer Ltd., KPMG Peat Marwick, Chevalier OA, Hewlette Packard, Henderson Land, Bank of China, Dow Chemical, Hong Kong and China Gas, Hong Kong Telecom, Hong Kong Government, Bank of East Asia, , AIA (Bermuda), China Light and Power, NCR, Jardine Flemmng Ltd., Hong Kong Electric, ..........

 Financial Assistance: Please check for SME loan or Government Study Loan Scheme


-          It is a matter of discretion for any employers to recognize any qualification to which the courses may lead to

-          Any follow-on courses are subject to availability and satisfactory enrolment level only

-          The supporting pre-course is delivered entirely by ABRS  not in collaboration with AIMR