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Calgary CFA Level 1 Prep Course December 2019

Calgary CFA Level 1 Prep Course December 2019

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

Starts on Aug 06, 2019 Ends on Oct 29, 2019
Complete within 13 weeks 3 hours per week Runs from 5:30 PM to 8:30 PM
Early Bird: Save $250 CAD$ 1,749.00 + CAD$ 87.45 GST until June 30th, 2019 Regular Price CAD$ 1,999.00 + CAD$ 99.95 GST
This course is ideal for those who seek an accelerated path to the December exam. The class starts about one week after the June 2019 exam results, making it convenient for retakers. Study breaks are planned around Labour Day and Thanksgiving. You get 69 hours of in-class mentorship by master CFA instructor Daren Miller. Every CFA Level 1 Reading will be covered across 23 high-energy classes.

Calgary CFA Level 1 Prep Course with Daren E. Miller Class Schedule

Tuesdays: 5:30 p.m. to 8:30 p.m
Saturdays: 10:00 a.m. to 1:00 p.m.

You might also be interested in my last-minute Calgary CFA Level 1 Review Course

Class 1: Tuesday, August 6: CFA Program Orientation and Quantitative Methods (1)
Reading 6: The Time Value of Money
Reading 7: Discounted Cash Flow Applications

Class 2: Saturday, August 10: Quantative Methods (2)
Reading 8: Statistical Concepts and Market Returns
Reading 9: Probability Concepts

Class 3: Tuesday, August 13: Quantative Methods (3)
Reading 10: Common Probability Distributions
Reading 11: Sampling and Estimation

Class 4: Saturday, August 17: Quantative Methods (4)
Reading 12: Hypothesis Testing
Reading 13: Technical Analysis

Class 5: Tuesday, August 20: Financial Reporting and Analysis (FRA 1)
Reading 21: Financial Statement Analysis: An Introduction
Reading 22: Financial Reporting Standards
Reading 26: Financial Analysis Techniques

Class 6: Saturday, August 24: FRA 2
Reading 23: Understanding Income Statements
Reading 24: Understanding Balance Sheets
Reading 25: Understanding Cash Flow Statements

Class 7: Tuesday, August 27: FRA 3
Reading 27: Inventories
Reading 28: Long-lived Assets
Reading 29: Income Taxes

NO CLASS: Saturday, August 31: Labour Day Weekend

NO CLASS: Tuesday, Sept 3: Catch-Up Week 1

Class 8: Saturday, September 7: FRA 4
Reading 30: Non-current (Long-term) Liabilities
Reading 31: Financial Reporting Quality
Reading 32: Financial Statement Analysis: Applications

Class 9: Tuesday, September 10: Economics (1)
Reading 14: Topics in Demand and Supply Analysis
Reading 15: The Firm and Market Structures
Reading 16: Aggregate Output, Prices, and Economic Growth
Reading 17: Understanding Business Cycles

Class 10: Saturday, September 14: Economics (2)
Reading 18: Monerary and Fiscal Policy
Reading 19: International Trade and Capital Flows
Reading 20: Currency Exchange Rates

Class 11: Tuesday, September 17: Fixed Income (1)
Reading 50: Fixed-Income Securities: Defiing Elements
Reading 51: Fixed-Income Markets: Issuance, Trading, and Funding

Class 12: Saturday, September 21: Fixed Income (2)
Reading 52: Introduction to Fixed-Income Valuation
Reading 54: Understanding Fixed-Income Risk and Return

Class 13: Tuesday, September 24: Fixed Income (3)
Reading 53: Introduction to Asset-backed Securities
Reading 55: Fundamentals of Credit Analysis

Class 14: Saturday, September 28: Equity (1)
Reading 44: Market Organization and Structure
Reading 45: Security Market Indexes
Reading 46: Market Efficiency

Class 15: Tuesday, October 1: Equity (2)
Reading 47: Overview of Equity Securities
Reading 48: Introduction to Industry and Company Analysis
Reading 49: Equity Valuation: Concepts and Tools

Class 16: Saturday, October 5: Corporate Finance (1)
Reading 33: Corporate Governance and ESG: An Introduction
Reading 34: Capital Budgeting
Reading 35: Cost of Capital

Class 17: Tuesday, October 8: Corporate Finance (2)
Reading 36: Measures of Leverage
Reading 37: Working Capital Management

NO CLASS: Saturday, October 12: Thanksgiving Weekend

NO CLASS: Tuesday, October 15: Catch-Up Week 2

Class 18: Saturday, October 19: Portfolio Management (1)
Reading 38: Portfolio Management: An Overview
Reading 39: Portfolio Risk and Return: Part I
Reading 40: Portfolio Risk and Return: Part II

Class 19: Tuesday, October 22: Portfolio Management (2)
Reading 41: Basics of Portfolio Planning and Construction
Reading 42: Risk Management: An Introduction
Reading 43: Fintech in Investment Management

Class 20: Saturday, October 26: Derivatives
Reading 56: Derivative Markets and Instruments
Reading 57: Basics of Derivative Pricing and Valuation

Class 21: Tuesday, October 29: Alternative Investments
Reading 58: Introduction to Alternative Investments

Class 22: Saturday, November 2: Ethics (1)
Reading 1: Ethics and Trust in the Investment Profession
Reading 2: Code of Ethics and Standards of Professional Conduct
Reading 3: Guidance for Standards I to VII (just to the end of Duty to Clients)

Class 23: Tuesday, November 5: Ethics (2) and exam strategy
Reading 3: Guidance for Standards I to VII
Reading 4: Introduction to the Global Investment Performance Standards
reading 5: Global Investment Performance Standards (GIPS)


CFA December Level I exam date in Calgary: Saturday, December 7, 2019

Frequently Asked Questions (FAQs)

How can I pass CFA Level 1 exam?  Perseverence is key.  New CFA Level 1 candidates get overwhelmed by a demanding study schedule and are unsure about how much time to dedicate to their studies.  I recommend at least 2 to 4 hours of study a day, everyday.

Do I need a CFA study plan?  Absoluetly!  In our first Orientation class, you will receive a template study plan that you can use as a guide up to exam day.  In my experience, those who plan their studies (and life around their studies) have a greater chance of getting through the CFA Program.  I will give you examples of effective and not-so-effective study plans.

How is the CFA Program different from university?  Most university courses have short, easy exams that you can cram for at the last miuniute. Many exams are open book, with some professors telling you which end-of-chapter problems in assigned textbooks will appear on the exam.  The CFA exam is high-stakes in that it takes months to prepare.  CFA cramming does not work.  You are expected to learn, not memorize, the curriculum.  And you cannot guess which questions will be on the CFA exam.

Daren, what is your teaching style?  After nearly 20 years of professional global CFA prep, I continue to teach from the official CFA curriculum, which is the source material that the examiners use when they write the actual CFA exam.  Like my own personality, my classes are high-energy, fun, and focussed on you.  I'm never boring nor are my classes!

Do you provide handouts?  Yes.  You will receive my engaging Power Point slides for each class so you don't have to worry about taking notes.  I've done the heavy-lifting, note-taking for you.  Don't worry: unlike most other prep course providers, I don't read from busy, detailed slide decks.  I engage with you so that you have fun while learning.  Each deck will include problems for you to solve and is a helpful gateway to get you from the curriculum to solving the end-of-chapter problems.

Should I complete the readings before each class?  Yes, if you can.  In my experience, those who are better prepared for each class have the greatest chance of CFA success.  By being prepared, you can ask questions on topics that are challenging you.  If you cannot always be ahead, that's okay, too.  I have built the slide decks so that you walk away from each class learning how to solve several problems.

What if I miss a class?  I encorage you to attend every class.  However, if you are unable to attend, I will supply you with the material that you missed.  I will follow-up on absenses to hold you accountable to your study goals because it is my job to help you to be successful with the CFA exams.

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

What if I have a question outside of class?  I 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.  We will also set up a WhatsApp group to help each other to stay motivated.

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

Where is the best place to park?  City of Calgary James Short Parkade is closest (and usually the cheapest option) to Sun Life Plaza.  Click this link for more details:

What are the CFA Level 1 exam weights?
CFA Curriculum Volume 1
Ethics: 15%
Quantittaive Methods: 12%
CFA Curriculum Volume 2
Economics: 10%
CFA Curriculum Volume 3
Financial Statement Analysis (FRA): 15%
CFA Curriculum Volume 4
Corporate Finance: 7%
Portfolio Management: 8%
CFA Curriculum Volume 5
Equity: 11%
Fixed Income: 11%
CFA Curriculum Volume 6
Derivatives: 7%
Alternative Investments: 7%

When will I get my CFA exam results?  Historically, the results for the CFA December Level 1 exam have been released on the third full week of Janaury on the Tuesday or Wednesday.  CFA Institute will inform you with excat date as it can vary.