• Course Overview
  • Course Structure
  • Course Schedule
  • Course Location
  • Textbook and Materials
  • Why Participate?
  • Enrolment and Fees

CFA Society Sydney (CFAS) has a long history of providing review courses for candidates of the CFA® Program. The aim of these courses is to provide candidates with the opportunity to be tutored by local practitioners in each topic area. Consistent with the CFA Institute® mission of promoting the highest standards of ethics, education, and professional excellence, our courses are designed for candidates who wish to achieve a high standard of excellence in the CFA Program.

Our Level I Review Course follow a structured week-by-week schedule that culminates with the CFA Society Boston Practic Exam which we hold under full exam conditions two weeks before the actual exam.  This practice exam is prepared by a highly qualified team and has proven to be an excellent way to prepare for the CFA exams. For more information about our Level I Review Course, please use the link to the Course Brochure below. 

Course Brochure

Please note that our review course is intended as a supplement to your private study, not a replacement. CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by CFA Society Sydney's review courses. CFA Institute®, CFA® and Candidate Body of KnowledgeTM are trademarks owned by CFA Institute.  

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Our Level I review course consists of 16 individual study sessions covering the 10 topic areas of the CFA Institute Candidate Body of Knowledge:

  1. Ethical & Professional Standards
  2. Quantitative Methods
  3. Economics
  4. Financial Reporting & Analysis
  5. Corporate Finance
  6. Portfolio Management
  7. Equity
  8. Fixed Income
  9. Derivatives
  10. Alternative Investments

Study sessions are held weekly at a venue tbc, Sydney, over the 4 months leading up to the exam. Sessions are either 2.5 or 3 hours in length, depending on the topic (refer Schedule in this brochure). The time committed to each study session reflects its weighting in the Level I curriculum and its complexity.

Our study sessions adopt an interactive ‘workshop’ approach with a mix of content, practice questions and worked examples to help candidates master the key concepts of the course. In general, half of each session will be a presentation of key concepts and half will be dedicated to a tutorial-style question and answer session.

The course will ensure candidates are able to pose their problems to experienced practitioners and discuss their studies with other candidates, removing the disadvantages of “distance-only” education. The course facilitates cross learning and communication with other candidates studying the CFA Program and working in the local financial services industry.

Our presenters are all CFA Charterholders with extensive Australian experience. They will provide candidates with a local insight into the subjects in the Candidate Body of Knowledge. As a worldwide program, the CFA Program is focused on the dominant markets of Europe and North America. An Australian perspective is important to ensure your studies have practical relevance in the local market. Full details are contained in our Review Course Brochure

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The table below provides an idicative schedule for the CFA Level I Review Course: 

 *Venue subject to change

Topic Study Session Date Time *Venue

Ethical and Professional Standards

1 31 Jul 5:45 - 9.00 pm Macquarie, 50 MP

Quantitative Methods

2 7 Aug 5:45 - 8.30 pm Macquarie, 50 MP
3 14 Aug 5:45 - 8.30 pm Macquarie, 50 MP
Economics 4 21 Aug 5:45 - 9:00 pm Macquarie, 50 MP
5 28 Aug 5:45 - 9:00 pm Macquarie, 50 MP
Financial Reporting & Analysis 6 4 Sept 5:45 - 9:00 pm Macquarie, 50 MP
7 11 Sept 5:45 - 8.30 pm Macquarie, 50 MP
8 & 9 18 Sept 5:45 - 8.30 pm Macquarie, 50 MP
Corporate 10 & 11 25 Sept 5:45 - 9.00 pm Macquarie, 50 MP
Portfolio Management 12 3 Oct (Tues) 5:45 - 9.00 pm Macquarie, 50 MP

Equity Investments

13 9 Oct 5:45 - 8.30 pm Macquarie, 50 MP
14 16 Oct 5:45 - 8.30 pm Macquarie, 50 MP

Fixed Income

15 23 Oct 5:45 - 8.30 pm Macquarie, 50 MP
16 30 Oct 5:45 - 8.30 pm Macquarie, 50 MP

Derivatives

17 6 Nov 5:45 - 8.30 pm Macquarie, 50 MP

Alternative Investments

18 13 Nov 5:45 - 8.30 pm Macquarie, 50 MP
BSAS Practice Exam  

 18 Nov(Sat)

9:00am - 4 pm UTS (tbc)
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Study sessions for the 2017 Review Course will be held in the Sydney CBD. The location for the:

  • Brisbane CFA Review Course is QIC, Level 5, Central Plaza Two, 66 Eagle St, Brisbane, Sydney
  • Sydney CFA Review Course Level 1 is Macquarie, 50 Martin Place (enter via Elizabeth Street), Sydney
  • Sydney CFA Review Course Level 2 is Credit Suisse, Level 31, 1 Macquarie Place, Sydney
  • BSAS Practice Exam will be confirmed closer to the practice exam date

 

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The textbook for our review course is the Level I SchweserNotes™. All candidates are required to have access to a copy of the SchweserNotes™ which can be purchased at reduced rates from Kaplan.  Use the code CFA15OFF to receive the discount.

Materials will be provided for each study session. Candidates will receive a full set of slides as well as access to a set of questions for problems that will be completed during the session. 

 

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The key benefits of participating in our Level I review course are:

  1. Instruction from local practitioners in the investment management industry
  2. Comprehensive coverage of key topics
  3. Face-to-face learning complements the distance education structure of the CFA Program
  4. Focuses on complex topic areas that candidates generally have problems with
  5. Structured study program over 16 weeks helps keep your learning on track
  6. Provides a forum for you to discuss topics and get your questions answered
  7. Facilitates networking opportunities with other candidates and presenters
  8. Provides additional study materials
  9. Adopts a time-efficient weeknight format which will assist you to study when you otherwise wouldn’t
  10. BSAS practice exam included at end of course to finalise your preparation

 

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To enrol in our December 2017 Level I review course, please register via our online store. The cost of the course is $1,350 (including GST) which includes the cost of the CFA Society Boston practice exam. An Early Bird fee of $950 will be offered until Monday 26 June 2017.

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Other Information
Please note that our review course is intended as a supplement to your private study, not a replacement.

Refund Policy
Refunds are allowed up until two weeks before the beginning of the first class.

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