Course: CU Boot Camp - Chartered Financial Analyst® Prep Course LEVEL 3
Audience: Professionals working in BFSI; professionals working in investment/stock research firms, professionals working in KPO, students from premium B-schools, professionals working in IT, Professional Engineers, Chartered Accountants/CSs/ICWAs/CFPs and others
Method: In-person instructor-led
Length: 4 days (8:30 a.m. to 6:30 p.m.)
Creighton University is excited to offer our annual, intensive 4-day Boot Camp for the June CFA® exam. This program will be offered five weeks before exam day and is the ideal supplement to weekly review courses or self-study preparation.
Our unique program is offered Thursday through Sunday. This schedule is designed so that you will not miss a full week of work to attend our program.
Why You Should Come to Omaha
We have been delivering a high-quality review experience for local candidates for over a decade. In an effort to support the needs of candidates from outside of Omaha, we are offering a condensed 4-day Boot Camp to review the most crucial material for your upcoming June CFA® exam. We teach this same material in our Master of Investment Management program and our weekly CFA review class. We can’t guarantee that by attending our review sessions you will pass the exam but we are confident, based on our experience and knowledge of the material, that we can help you be more prepared.
Cost
The price of this review session is $899. Cost includes refreshments during breaks, lunch, and a Kaplan/Schweser Mind Map slide pack. You may also purchase a Schweser package of study materials, which include Schweser Notes Volumes 1 - 5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank and Review Workshop Workbook at a substantial discounted price of $250.
Our Team
We have put together a program with excellent, knowledgeable instructors:
- Mr. Darren Lee, CFA
- Dr. Melissa Woodley, PhD, CFA®
- Dr. Randy Jorgensen, PhD, CFA®
Outline
Minor adjustments to the initial time blocks by the instructor should be expected. 15-minutes breaks are scheduled at approximately 10:15 a.m., 3:15 p.m., and 5:15 p.m. 75-minute lunch breaks are scheduled for 12:15 p.m. Lunch is served and refreshments will be available during the 15-minute breaks. Promptness is appreciated.
| time | topic | session |
|---|---|---|
| DAY 1 | ||
| 8:30-10:15 |
Behavioral Finance |
3 |
| 10:30-12:15 |
Private Wealth Management |
3, 4 |
| 1:30-3:15 |
Private Wealth Management |
4, 5 |
| 3:30-5:15 |
Portfolio Management and Institutional Investors |
6 |
| 5:30-6:30 |
Portfolio Management and Institutional Investors |
6 |
| DAY 2 | ||
| 8:30-10:15 |
Applications of Economic Analysis to Portfolio Management |
7 |
| 10:30-12:15 | Asset Allocation | 8 |
| 1:30-3:15 |
Currency Management: Markets, Indexes, and Benchmarks |
9 |
| 3:30-5:15 |
Fixed Income Portfolio Management 1 |
10 |
| 5:30-6:30 |
Fixed Income Portfolio Management 2 |
11 |
| DAY 3 | ||
| 8:30-10:15 |
Fixed Income Portfolio Management 3 |
11 |
| 10:30-12:15 |
Equity Portfolio Management |
12 |
| 1:30-3:15 |
Alternative Investments |
13 |
| 3:30-5:15 |
Risk Management |
14 |
| 5:30-6:30 |
Risk Management Applications of Derivatives |
15 |
| DAY 4 | ||
| 8:30-10:15 |
Risk Management Applications of Derivatives |
16 |
| 10:30-12:15 |
Executive of Portfolio Decisions: Monitoring and Rebalancing |
16 |
| 1:30-3:15 |
Performance Evaluation |
17 |
| 3:30-5:15 |
Attribution Analysis and GIPS |
17, 18 |
| 5:30-6:30 | GIPS | 18 |