CFA LEVEL 1 BROCHURE_ May 2024 Exam Final

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O U R TUTORS’ P RO FIL E OUR AIM IS SIMPLE – TO MAXIMIZE PASS RATES. Our team of tutors are experts in their fields, highly experienced, helping students to achieve the best results possible by explaining the technical topics in a straightforward way, focusing on the key areas for the examination. Their ability to explain complex topics will be instrumental in preparing you for the exam. ANDREAS SFIKOURIS (BSc, MSc, CFA) Andreas has been a CFA Charterholder since 2012 and has a BSc in Mathematics and Statistics from the University of Bristol and an MSc in Finance from Imperial College Business School. He has over 10 years’ experience both in the banking industry and the financial advisory sector. Through his banking experience he has been involved in structuring PPP/ PFI project finance type financings for infrastructure projects mainly for European based projects such as highways, railways and renewable energy power stations. As a financial advisor, he has worked on various engagements whose scope covered areas such as valuations, privatizations and debt restructuring for both public and private companies from different sectors including financial services, retail, real estate and manufacturing. He is currently a finance manager for a global tech company and is responsible for supporting the financial planning activities for the company’s financial sector MEA activity. Andreas has also delivered lectures leading to the CFA Level I exam. CHRISTOS VOTSIS (BSc, MSc, CFA) Christos has been a CFA Charterholder since 2006. His other credentials include an MSc in Investment Management (CASS Business School), a BSc in Business Administration (Cardiff University) and a certificate in Asset Management (Agence de Transfer de Technologie Financière, Luxembourg). He is a financial professional since 2003 and his career has been split between Corporate Finance and buy side Investment Research. His experience ranges from the valuation of highly complicated exotic financial instruments to the completion of multi-million M&A deals. He is also a highly experienced instructor and since 2010 has held part-time University lecturer positions and delivered numerous professional seminars. Currently, he manages the equity participations of a large Financial Institution and is also the founder of Analytica Financial Solutions Ltd, a company specializing in financial intelligence solutions. DEMETRIS NICOLAOU (BSc, MBA, CFA) Demetris Nicolaou holds a bachelor’s degree in Finance & Economics and an MBA from the American University in Washington, DC. He is a CFA Charterholder and holds advanced Certificates of Professional Competence from CySEC. He previously served as President of the CFA Society of Cyprus. Demetris was the Chief Financial Officer of D. Nicolaou & Sons Ltd; previously he worked at Alpha Bank as Head of Asset Management and in the USA at Emerging Markets Management as Co-Portfolio Manager. Demetris is a Non- Executive Director of Axia Ventures, an investment banking firm. He is also a Non-Executive Director of Hanseatic Capital Management, a fund management company with expertise in shipping. Demetris is a Certified Trainer by the Human Resource Development Authority (HRDA) and teaches courses in Risk Management, Portfolio Management, Ethics, Derivatives, Financial Planning, Investment Planning, Anti Money Laundering, MiFID II and more. Demetris has also delivered lectures leading to the CFA Level I exam. SOPHOCLES SOPHOCLEOUS (BA, FRM, PRM, CFA) A Fulbright scholar and CFA Charterholder, Sophocles currently works as Investment Advisor to Swiss-based activist manager Veraison Capital. From 2019-21, he was head of asset management at S.P.A. Financial Services. Previously, he managed institutional equity portfolios for the Cyprus Development Bank financial services subsidiary and spent over 11 years with London-based Emerging Markets fund manager Argo Capital Management (peak AUM of $3 billion). Sophocles is also a visiting lecturer at the Cyprus International Institute of Management. On an annual basis, he organizes the Cyprus Value Investor Conference. In his spare time, he shares investment ideas on his personal blog (fatapha.com). Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance. He also earned the Financial Risk Manager (FRM) and Professional Risk Manager (PRM) qualifications. 4 | P a g e
CFA® LEVEL 1 LIVE ONLINE EXAM PREPARATION COURSE TUITION FEES STANDARD TUITION FEES: €1330 THE FEES INCLUDE TUITION AND LEVEL I SCHWESERNOTES (EBOOK/ONLINE) Delegates who join the Level 1 CFA® Live Online Exam Preparation Course receive Tutors’ Exam focus notes & Level I SchweserNotes (eBook/online). The SchweserNotes Study Package includes: SchweserNotes | Quicksheet. PAYMENT OPTIONS: 1. EMPLOYER-SUPPORTED INDIVIDUALS The course is partly funded by HRDA in the amount of €320 * THE NET TUITION FEE FOR ELIGIBLE HRDA SUBSIDY FIRMS WILL BE €1010. * Enterprises that participate with their employees and meet HRDA's criteria 1 must complete the corresponding HRDA application form using the HRDA digital platform called ‘Hermes’ (Ερμής) at https://ermis.anad.org.cy/#/front , prior to the program's start date. 1 For the official HRDA directive, please visit here. Delegates should meet the participant profile as stated in each training intervention respectively and attend at least 75% of their training’s duration. If failed to do so, the participant will then be obligated to pay back the HRDA subsidy to the School of Professional Studies 2. SELF-FUNDED INDIVIDUALS A €150 off Early Bird Registration Discount applies on the standard course fee by 23/10/2023 ** THE NET TUITION FEE AFTER THE DEDUCTION OF THE EARLY BIRD REGISTRATION DISCOUNT WILL BE €1180 ** Self-funded students can take advantage of the €150 Early Bird Registration Discount on the standard course fee if they make the €600 down payment by October 23, 2023. Self-funded individuals can settle the remaining amount in monthly installments as follows: PAYMENTS BY INSTALLMENTS STANDARD TUITION FEE €1330 STANDARD TUITION FEE WITH EARLY BIRD DISCOUNT UPON ENROLMENT €610 €600 November 30, 2023 €180 €145 December 31, 2023 €180 €145 January 31, 2024 €180 €145 February 29, 2024 €180 €145 TOTAL €1330 €1180 KAPLAN STUDY MATERIAL OPTION 2: COURSE FEE €1590 [Upgrade Kaplan course material] * HRDA-eligible delegates who enroll in the Level 1 CFA® Live Online Exam Preparation Course can upgrade to the Level 1 Kaplan Schweser Essential package (eBook / online) for an additional price on top of the standard course fee. The Essential study package includes: Schweser Notes | Diagnostic Exam | Activity Feed | Topic Quizzes | SchweserPro QBank -NEW | SchweserProNotes Videos | Practice exams (4 exams) | Checkpoint Exams | Quicksheet | Instructor Link. THE NET TUITION FEE FOR ELIGIBLE HRDA SUBSIDY FIRMS UPGRADING TO KAPLAN ESSENTIAL PACKAGE WILL BE €1260 Self-funded persons who wish to upgrade to the Level 1 Kaplan Essential package and take advantage of the Early Bird Discount by making a down payment of €700 by October 23, 2023, will pay a net cost fee of €1440. The monthly payments will be €185. Self-funded persons who did not take advantage of the Early Bird Discount must pay €710 upon enrollment as a down payment and the remaining balance in four monthly instalments of €220. 5 | P a g e
Page 1 and 2: CHARTERED FINANCIAL ANALYST Are you
Page 3: CHARTERED FINANCIA L ANALYS T ( CFA
Page 7 and 8: CFA PROGRAM CURRICULUM, STRUCTURE &
Page 9 and 10: FREQUENTLY ASKED QUESTIONS Q. Do I
Page 11: LEVEL 1 LI VE ONLINE EXAM PREPARATI

CFA LEVEL 1 BROCHURE_ May 2024 Exam Final

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