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Calgary CFA Level 3 Prep Class 2019

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Calgary CFA Level 3 Prep Class 2019

Financial Talent Exchange Suite 2118, Sun Life Plaza, North Tower 140 – 4th Avenue SW Calgary, AB T2P 3N3

Starts on Jan 17, 2019 Ends on May 02, 2019
Complete within 16 weeks 12 hours per week Runs from 5:30 PM to 5:30 AM
Regular Price CAD$ 2,500.00 + CAD$ 125.00 GST
This CFA prep course is ideal for candidates who like to start early, prepare over many months, and network with like-minded candidates.

2019 class schedule held on the following Thursdays from 5:30 pm to 8:30 pm in my classroom in the Sun Life Plaza.

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

Week 1: Thursday, Jan 17: Individual IPS and Behavioural Finance [R10; R7 to R9]

Week 2: Thursday, Jan 24: Private Wealth Investors [R11 to R14]

Week 3: Thursday, Jan 31: Institutional Investors IPS [R15]

Week 4: Thursday, Feb 7: Institutional Investors IPS [R15, continued]

Week 5: Thursday, Feb 14: Economics [R16, R17]


Week 6: Class moved to Saturday, March 16

Week 7: Thursday, March 7: Fixed Income [R22, R23]

Week 8: Thursday, March 14: Fixed Income [R24, R25]

Make-up class: Saturday, March 16: Asset Allocation [R18 to R21] Make-up class 10:00 a.m. to 1:00 p.m.

Week 9: Thursday, March 21: Equity [R26 to R29]

Week 10: Thursday, March 28: Class cancelled


Week 11: Thursday, April 11: Alternative Investments [R30] and Risk Management

Week 12: Thursday, April 18: Derivatives [R32 to R34]

Week 13: Thursday, April 25:Trading and Performance [R35 and R36]

Week 14: Thursday, May 2: GIPS [R37]

Week 15: Thursday, May 7: Ethics [R1 to R6]


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


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.