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Launched in September 1994
in honor of the late Philippine Central Bank Governor, the Asian
Institute of Management’s Gov. Jose B. Fernandez, Jr., Center
for Banking and Finance (JBF Center) has been conducting review
courses for the Chartered Financial Analyst (CFA®) Program since
1996 with notable success rate.
Consistent with the late
Gov. Fernandez’ vision, the JBF Center is mandated to uplift the
standards and professionalism of the financial services sector
through training, seminars and lectures
The Chartered Financial Analyst
(CFA®) Program is a globally recognized standard for measuring the
competence and integrity of financial analysts. The CFA® exam is
administered annually in more than 70 nations worldwide by the
Association for Investment Management and Research (AIMR) - an
international organization that examines candidates and awards the
CFA® charter
( visit ).
Today, CFA® Charterholders are respected and knowledgeable
professionals in the investment management field.
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THE NEED FOR
THE CFA® PROGRAM
"The CFA® charter," said AIMR President
and Chief Executive Officer Thomas A. Bowman, CFA®, has become the
leading credential for investment professionals seeking a
competitive edge in the global marketplace."
Obtaining the
CFA® Charter is a significant milestone for both the employees and
employers. For the employee, it demonstrates a commitment to
continuous learning and ethical behavior that is respected and
recognized by employers, employees and the investing public. For the
employer, the CFA ® Charter serves as a seal of your company's
commitment to the pursuit of knowledge, integrity and
professionalism.
Files for Download are in
PDF format
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Session |
Topic |
1 |
Orientation and Diagnostic Exam |
2 |
Microeconomics |
3 |
Macroeconomics |
4 |
Globaleconomics |
5 |
Quantitative Methods Part 1 |
6 |
Quantitative Methods Part 2 |
7 |
FSA: Basic Concepts |
8 |
FSA: Financial Ratios and EPS |
9 |
FSA: Assets |
10 |
FSA: Liabilities |
11 |
Midterm Exams |
12 |
Review of Midterm Exams |
13 |
Corporate Finance 1 |
14 |
Corporate Finance 2 |
15 |
Portfolio Management |
16 |
Securities Markets |
17 |
Equity Investments |
18 |
Debt Investments 1 |
19 |
Debt Investments 2 |
20 |
Derivative Instruments |
21 |
Alternative Investments |
22 |
Ethical and Professional Standards |
23 |
Final Exams - AM & PM |
|
24 |
Review of Final Exams |
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