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CFA® Program

Study for the CFA Program at Noesis Academy

CFA INSTITUTE APPROVED PREP PROVIDER IN SINGAPORE

PREPARATORY COURSE FOR CHARTERED FINANCIAL ANALYST® (CFA®) PROGRAM IN SINGAPORE
 
What is the CFA® program?

The CFA® Program is a globally recognized graduate-level program for finance and investment professionals, administered and awarded by the US-based CFA Institute. The program focuses on the global investment management profession from the standpoint of a practitioner. It provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. In 2015, 130,604 individuals in 150 countries around the world completed the rigorous studies necessary to earn the designation of a CFA® Charterholder.

Why Should I do CFA® program at Noesis

We have a team of qualified and experience instructors who have been approved by the CFA Institute. They are mainly CFA® charterholders who are able to provide a thorough understanding of the financial markets and bring real-life examples to class. Adhering to the CFA® Prep Provider Guidelines, we produce effective, high-quality supplementary materials that are aligned with the current official curriculum and exam formats.
(click to view exam prep providers)

At Noesis, we understand the need to provide flexibility for our students in Singapore in their study schedules. In order to allow our students to balance their work and study commitments, our classes are conducted in the weekends and evenings.

Each level consists of approximately 100 hours of study, including an intensive revision course and mock examinations.

Noesis recognizes that as working adults, networking through the sharing of experience in class is an important tool of learning; therefore class numbers are kept small. In addition, this allows personal and professional attention to be directed to each individual.

Students are to take all modules in the level of study enrolled.

Teacher-to-student ratio: On Average, 30 students : 1 lecturer

Graduation Criteria: Passing the Professional Exams.

Late fee payment: No charges

Refund policies:

% of [Course Fees and Registration Fees] If Student’s written notice of withdrawal is received
100% before the Course Commencement Date
0% after the Course Commencement Date

 
Modules Offered at Noesis Academy for Level I

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investments
  • Portfolio Management
  • Fixed Income
  • Derivatives
  • Alternative Investments

Modules Offered at Noesis Academy for Level II

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Valuation
  • Portfolio Management
  • Fixed Income
  • Derivative Investment
  • Alternative Investments

Modules Offered at Noesis Academy for Level III

  • Ethical and Professional Standards
  • Behavioral Finance, Individual Investors, And Institutional Investors
  • Capital Market Expectations
  • Asset Allocation
  • Fixed Income and Equity Portfolio Management
  • Alternative Investments, Risk Management, and the Application of Derivatives
  • Portfolio: Execution, Evaluation, and Attribution, and Global Investment Performance Standards

 
Note: Candidates have to take all modules for their examination.

Fabian Moa
Centre Director
info@noesis.edu.sg
+65 9359 9385 / +65 6225 5452

Next Intake Date

Level I – 6 Jan 2017
Level II – 5 Jan 2017
Level III – 13 Dec 2016

Intakes Each Year

Level I: January and July
Level II: January
Level III: December

Duration Per Intake

Level I – 5 months
Level II – 5 months
Level III – 6 months

Mode of Study

Face-to-face
All fees payable:
Registration Fee: SGD100
Level I: SGD2,000
Level II: SGD2,000
Level III: SGD2,000
Note: The registration fee is only collected for student’s first time registration with Noesis.

THE CFA© CURRICULUM

The CFA® Programme is a graduate-level self-study program that combines a broad curriculum with professional conduct requirements, culminating in three sequential exams.

Because each exam question is based explicitly on the curriculum, you need to show mastery of the most current curriculum content in your study programme.

The curriculum for each of the three levels is organized into 18 study sessions. Each study session contains assigned readings, learning outcome statements (LOS), and problem sets (to demonstrate the practical application of your knowledge).

CFA Pathway

Level I - Tools

• Tools & Concepts that apply to investment valuation and portfolio management
• Basic concepts regarding assets classes, securities and markets
• CFA Institute Code of Ethics & Standards of Professional Conduct

Level II - Asset Valuation

• Application of tools and concepts of investment valuation
• Industry and Company Analysis
• Analysis of investment vehicles and instruments
• CFA Institute Code of Ethics & Standards of Professional Conduct

Level III - Portfolio Management

• Management of institutional and individual portfolios
• Management of specific asset class portfolios
• CFA Institute Code of Ethics & Standards of Professional Conduct

CFA® LECTURERS

NOESIS prides itself on the quality of its lecturers across all programmes. The profile of some of our CFA® lecturers is below.

Fabian Moa (Full-time Lecturer)
CFA, FRM, PRM, MBA, B. Sc. Maths., Grad. Dip. in Statistics
Mr. Fabian Moa is currently the Centre Director of Noesis Academy, Singapore. In his role, he lectures in the CFA Program for Level I to III and in the CPA Australia Program (Financial Risk Management module) in Malaysia and Singapore. He started his career in 2007 as a lecturer in INTI College Sarawak. He then joined Hong Leong Bank in 2011 as an executive in Asset Liability Management Analytics. In 2013, he joined AmBank as a Senior Executive, Liquidity Risk in the Group Market Risk Department. Mr. Moa received his Bachelors of Science in Mathematics from Beijing Concorde University in 2007. He then completed his MBA from Kursk State Technical University in 2008. In 2010, he completed his Graduate Diploma in Statistics conferred by the Royal Statistical Society, United Kingdom. Mr. Moa is a CFA Charterholder, certified FRM and PRM holder.

He teaches the following modules for Level I: Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Equity Investments, Corporate Finance, Fixed Income, Portfolio Management, Derivatives, Alternative Investments.

He teaches the following modules for Level II: Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Equity Valuation, Corporate Finance, Fixed Income, Portfolio Management, Derivative Investment, Alternative Investments.

He teaches the following modules for Level III: Ethical And Professional Standards, Behavioral Finance, Individual Investors, and Institutional Investors, Capital Market Expectations, Asset Allocation, Fixed Income and Equity Portfolio Management, Alternative Investments, Risk Management, and The Application Of Derivatives, Portfolio: Execution, Evaluation, and Attribution, and Global Investment Performance Standards

Chong Jin Yoong (Part-time Lecturer)
CFA, B.Eng. EE (UM)
Jin Yoong is the Director, Principal Trainer of Ogos Learning, a company that focuses on training and education in the field of finance. Mr Chong has been conducting training on the topic of fixed income for the CFA program (all 3 levels) since 2009. Prior to starting Ogos Learning, he headed the structured products development team in AmBank’s Global Markets division. Before joining AmBank, Jin Yoong was attached to the treasury department in OSK Investment Bank and was responsible for managing the treasury’s fixed income investment portfolio. He is an active member in the CFA Society of Malaysia and served as a committee member from 2013-2015. He is also actively involved with the Asian Institute of Chartered Bankers as a member of the Examination Committee for several licensing exams for the banking industry. Additionally he plays a significant role in the curriculum development of the following AICB programs: Pasaran Kewangan Malaysia Certificate (PKMC), Investor Protection Professional Certification (IPPC) & Professional Banker. He graduated with a Bachelor Degree of Engineering (Electrical) from University of Malaya in 2000. He obtained the PKMC certification with Distinction in 2008. Jin Yoong also conducts various SIDC accredited Continuing Professional Education (“CPE”) courses since 2010, focusing on fixed income and derivatives.

He teaches the following modules for Level I: Fixed Income.

He teaches the following modules for Level II: Fixed Income.

He teaches the following modules for Level III: Fixed Income and Equity Portfolio Management.

Kelvin Low Wei Chun (Part-time Lecturer)
B.A. (Hons) Finance
Kelvin is currently an Assistant Manager (Fixed Income Research) at one of the largest mutual fund in Malaysia. He graduated with a Bachelor of Arts Degree with Second Class Honours (First Division) in Finance from University of Hertfordshire. He has completed all three levels of the CFA Program and is currently accruing the relevant working experience to meet the requirement to use the CFA designation.

He teaches the following modules for Level I: Ethical and Professional Standards.

He teaches the following modules for Level II: Ethical and Professional Standards

He teaches the following modules for Level III: Ethical and Professional Standards, Capital Market Expectations, Portfolio: Execution, Evaluation, And Attribution, And Global Investment Performance Standards

Ng Joo Tsong (Part-time Lecturer)
CFA, CPA Aust. B.Comm (UNSW)
Joo Tsong has more than 19 years of experience in fund management. She is currently a fund manager with the largest unit trust company in Malaysia with previous experiences at three other asset management houses. She was previously the Head of Equities at Libra Invest Berhad responsible for equities portfolios for wide array of clients, including unit trust, corporate and individual clients. Educated as an accountant, Joo Tsong started her career as a consultant at Anderson Consulting (currently Accenture) before joining the fund management industry. She graduated with a Bachelor Commerce in Accounting from University of New South Wales. Besides being a CFA Charterholder, Joo Tsong completed her CPA Australia programme with 4 High Distinctions and 1 Distinction.

She teaches the following modules for Level III: Fixed Income and Equity Portfolio Management

Yau Sue Meng (Sean) (Part-time Lecturer)
BA (Hons) Finance and Investment
Sean is currently a lecturer at a private college in Malaysia, teaching subjects related to Finance and Investments. He was previously a credit analyst with a local bank in Malaysia. He graduated with a Bachelor of Arts Degree (Honors) in Finance and Investment from Sheffield Hallam University. He has completed all three levels of the CFA Program and is currently accruing the relevant working experience to meet the requirement to use the CFA designation.

He teaches the following modules for Level I: Equity Investments

PREPARATORY COURSE ENTRY REQUIREMENTS

Preparatory Course for Chartered Financial Analyst (CFA) Program – Level I

  • A bachelor’s (or equivalent) degree or be in the final year of your bachelor’s degree program, or
  • Four years of professional work experience, or
  • A combination of professional work experience and education that totals at least four years
  • Language proficiency: Obtain passing grade E in GCE A-Levels English

Preparatory Course for Chartered Financial Analyst (CFA) Program – Level II

  • A bachelor’s (or equivalent) degree, or
  • Four years of professional work experience, or
  • A combination of professional work experience and education that totals at least four years
  • Language proficiency: Obtain passing grade E in GCE A-Levels English

Preparatory Course for Chartered Financial Analyst (CFA) Program – Level III

  • A bachelor’s (or equivalent) degree, or
  • Four years of professional work experience, or
  • A combination of professional work experience and education that totals at least four years
  • Language proficiency: Obtain passing grade E in GCE A-Levels English
Level Intake Schedule Fee Structure
Level I Jan 2017 View Schedule View Fee Structure
Level II Jan 2017 View Schedule View Fee Structure
Level III Dec 2016 View Schedule View Fee Structure

DISCLAIMER:
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Noesis Academy. CFA Institute, CFA® Program, CFA® Prep, and Chartered Financial Analyst® are trademarks owned by CFA Institute.