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Calgary 2019 June CFA Level 3 Prep Course: 14-Weeks

Calgary 2019 June CFA Level 3 Prep Course: 14-Weeks

This CFA prep course is ideal for candidates who like to start early, prepare over many months, and network with like-minded candidates.

Who will be teaching this class?  Daren E. Miller (earned the CFA designation in 1999; passed Level 3 on the first attempt and was a senior L3 exam grader in 2000 and 2001)

What is fhe secret to passing the morning session on L3?  Less is more!  Candidates tend to overthink both the difficulty of the questions and the complexy of their answers.  L3 questions are straighforward, with no hidden assumptions and no tricks.  By reading too fast or carelessly, candidates become their own worst enemy of the exam.  Daren will show you to slow down, read questions more carefully, and structure short answers, most of the time less then ten words.

What is your teaching style?  We are serious about the CFA Program and that is reflected in how we approach our teaching.  And we are also friendly, supportive, and a lot of fun to learn with.  We create a safe, supportive place for you to ask questions and get help when you need it, inside and outside the classroom.  We teach the official CFA curriculum because we believe that there are no shortcuts to CFA success.

What will be covered?  We teach the most challenging topics that are likely testable on the morning portion of the CFA Level 3 curriculum.  We call these difficult topics "red flags" and these are notated in our classes and course material.  You can learn the easier topics in your own time.  We teach the toughest topics first so that you have more time to practice them.  We believe that the "red flags" are minor inconveniences that you can eventually master with practice and repetition.

Should I do the readings before each class?  Yes.  In our experience, those who are better prepared for each class have the greatest chance of CFA success.  By being prepared, you can ask questions on items that are challenging you.

What if I miss a class?  Class is so much better when you attend!  We encorage you to attend every class, and if you are unable to attend, we will let you know what you missed and supply you with all of the in-class material that you missed.  We will follow-up on absenses so that you know will be missed in class and to hold you accountable to your study goals.  

What will I get?  You will receive a PowerPoint slide deck for each class so you don't have to worry about taking notes.  We've done the note-taking for you!  Don't worry: unlike other prep course providers, we don't just read slide decks.  We engage with you so that you have fun while learning.

What about Daren's popular morning Level 3 mock exams?  One complete, original mock exam is included in your course fee.  Daren will grade it for you and provide you with his grading key so you get valuable feedback on your handwriting.  Most candidtes write waaaaaay too much and are waaaaaay off target with their answers.

What to bring to class?  Your BA II Plus Professional calculator.  We recommend the "Pro" version because it has a couple of extra functions and you can easily replace the battery.

Will I get to practice what I learned in class?  Absolutely!  You will practice solving several exam-type questions and go over answer rationales with common exam traps to avoid.  Our classes are exam focused, so we put you under pressure so you know what to expect on exam day.

What if I have a question outside of class?  We moderate an exclusive, online community that brings together our instructors and candidates.  The community is organized by topics, so you can zero in on sticking points.

I need a quiet place to study.  Can I use the FTE classroom when it's not in use?  Yes!  We will be posting classroom study hours during class times.

Do you offer Early Bird pricing?  Yes!  Register by November 17 and save $500.

2019 class schedule held on the following Thursdays from 5:30 pm to 8:30 pm in our classroom in the Sun Life Plaza (with gorgeous Calgary views, if we do say so ourselves!)

*** The first five weeks will focus on two of the toughest topics at Level 3.  Master these topics early so that you can move ahead with confidence. ***

Week 1: Thursday, Jan 17: Individual IPS and Behavioural Finance

Week 2: Thursday, Jan 24: Private Wealth Investors (select issues in taxes, estate planning, concentrated stock positions, risk management)

Week 3: Thursday, Jan 31: Institutional Investors IPS (DB pension plans, endowments and foundations)

Week 4: Thursday, Feb 7: Institutional Investors IPS (life insurance, property and casualty companies, banks)

Week 5: Thursday, Feb 14: Economics (Capital Market Expectations and Market Valuation) *** HAPPY VALENTINE'S DAY ***


Week 6: Thursday, Feb 28: Asset Allocation

Week 7: Thursday, March 7: Fixed Income

Week 8: Thursday, March 14: Fixed Income

Week 9: Thursday, March 21: Equity and Alternative Investments

Week 10: Thursday, March 28: Risk Management


Week 11: Thursday, April 11: Derivatives (futures, options, and swaps)

Week 12: Thursday, April 18: Trading and Rebalancing

Week 13: Thursday, April 25: Performance

Week 14: Thursday, May 2: Ethics & GIPS


Remember to stay connected in the online forum and take advantge of our office study hours.  You've got this!

CFA exam date in Calgary: Saturday, June 15, 2019

Starts Jan 17, 2019
Runs 5:30 to 8:30 PM
Ends May 02, 2019
Phone: 403-922-7344
Financial Talent Exchange
Suite 2118, Sun Life Plaza, North Tower 140 – 4th Avenue SW
Calgary, AB T2P 3N3
Regular Price CAD$ 2,500.00 + CAD$ 125.00 GST