CFA PROGRAM For

FINANCE, ACCOUNTING, ECONOMICS, Or BUSINESS

Program Overview

The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business.
In Egypt, Saudi Arabia and Middle East generally, we strongly believe that passing CFA level intense practical knowledge about everything related to finance and investment, higher chances to answer technical interview questions, and more chances for promotions in work that is related to finance and investment.

Suitable Jobs related to CFA

Investment vacancies suitable for CFA candidates

Equity Analyst, Investment Banking
Analyst, Private EquityAnalyst,
Investment Managers..

Credit related vacancies suitable for CFA candidates

Credit analysts, business banking
analysts, Corporate RiskAnalysts..

Finance related vacancies suitable
for CFA candidates

Budget officers, financial reporting
managers, corporate finance analysts
and Financial advisory executives

Study Topics Overview

Financial Reporting & Analysis (11-14% of total)

  • Understanding accounting standards & financial statements in depth: B/S, IC, CF
  • Steps of financial analysis, and financial ratios calculations
  • Knowing inventory valuation methods, insights on long-lived assets, income taxes, and long-lived liabilities
  • Financial reporting quality, and applications

Economics (6-9% of Exam weight)

  • Demand & supply analysis
  • Firms and market structure
  • Aggregate Output, Prices, and Economic Growth ü Understanding Business Cycles
  • Monetary and Fiscal Policy
  • Currency Exchange Rates

Equity (11-14% of exam weight)

  • What is the financial system ? What is the stock market index ?
  • Types of market indices
  • Market efficiency and overview on equity securities
  • Industry analysis
  • Concepts on Equity valuation

Alternative Investments (7-10% of Exam weight)

  • Types of alterative investments

Derivatives (5-8% of Exam weight)

  • Derivatives markets
  • Pricing and valuation of derivatives

Corporate Finance (6-9% of exam weight)

  • Corporate governance
  • Capital budgeting and cost of capital
  • Measures of leverage and working capital management

Quantitative Methods (6-9% of exam weight)

  • Time value of money
  • Discounted cash flow applications
  • Statistical Concepts and Market Returns ü Probability Concepts
  • Sampling and Estimation
  • Technical Analysis

Fixed Income (11 - 14% of exam weight)

  • What is the bond and its features? What are the bond cash-flows? Callable bonds, putable bonds, and convertible bonds
  • Sovereign bonds, corporate debt, and financial instruments
  • Fixed income valuation, asset back securities
  • Credit analysis

Portfolio Management (8-12% of exam weight)

  • Overview on portfolio management and risk management
  • Portfolio risk and return
  • Portfolio Planning and construction

Ethics (15-20% of Exam weight)

  • Ethics and Trust in the Investment Profession
  • Code of Ethics and Standards of Professional Conduct
  • Guidance for the standards
  • Introduction to the Global Investment Performance Standards (GIPS®)

Course & Exam Details

  • Finance Coach offers its courses in Cairo (Dokki, Nasr City) and Alexandria in Egypt. We also online courses to Saudi Arabia, UAE, and Kuwait
  • The course hours is 180 hours, with two lectures per week (3 hours per lecture)
  • 2-3 instructors per each course, with different experience and way of teaching
  • Instructors are certified with 10 -15 years of experience
  • The CFA registration and exam fees are (USD 940 early payment of exam fees + USD 350 one-time enrollment fee)
  • CFA Institute offers different scholarships reducing the total fees to USD 350-400
  • The exam is offer 4 times per year in Feb, May, Aug, and Nov.

CFA orientation videos

Play Video

CFA success stories

Play Video

Shihab Mohamed

Associate of Strategy, Planning, and
Transformation at National Bank of Kuwait

Play Video

Abdallah Asharf

Assistant Manager, Deal advisory,
Transaction services at KPMG

Play Video

Momen Gamil

Deal advisory, Transaction services
at KPMG

Instructors Bio

MOHAB HAMDY

CMA Holder , CFA Level 3 Candidate

Mohab has more than 13 years of experiences in the field and currently
working as Investment manager in a regional private equity firm. He has
extensive experience in Business Modeling & Analysis, Corporate Finance,
Business Reviews, Impairment test assessment and Financial Reporting,
Financial Services and Education.

OMAR BADR ELDin

FMVA Holder, CMA Holder & CFA charterholder (2021 - 2022)

Mr.Omar is Managing Director – Investment Banking at Prime Holding. Omar has extensive experience of more than nine years in diversified aspects including; Equity Valuation, Feasibility
studies, Financial Consulting, Business Modeling & Analysis, Corporate Finance,
Business Reviews , IPO’s Valuations, Impairment Test Assessment and Financial
Reporting. During his professional career, Omar covered various economic 
sectors including: Petrochemicals, Tourism, Real Estate, FinTech, Logistics,
Construction and Materials, Financial Services and Education.

AHMED ISMAIL

CMA Holder & ACCA DIPIFR, CFA charterholder (2019- 2022)

Ahmed works as assistant relationship manager | Business banking HSBC Egypt.
Ahmed has 14  years in front office banking operation in HSBC with decent 
experience dealing with retail and corporate clients, CFA charter holder (2017 – 2018), he also earned CMA designation IN 2011, IFRS diploma in 2014 and 
corporate credit course from Egyptian Banking Institute in 2014

AHMED AYMAN

CFA Charterholder (2018 - 2021)

Ahmed is a senior vice president In Securitization Department  at CI Capital  Holding. He has 13 years of experience in investment and finance field.

AHMED SOLIMAN

CMA Holder & CFA charterholder

Ahmed is the Head of Industrial Sector at CI Capital Research, Leading
the team covering MENA industrial stocks. Ahmed has a cumulative
experience of eight years, spanning from investment banking to equity
research.

SHERIF SAMIR

MBA Holder & CFA charterholder (2018 - 2023)

Sherif is  Vice President at Post for Investment. Sherif has extensive 17 years of experience in investment field

 

Amr Essam

CFA charterholder (2019 - 2021)

Amr has 10 years of experience in corporate credit in banking in several banking institutions in Egypt & Kuwait. Amr is also Adjunct Lecturer at University of London at ASST Cairo. 

 

Hala Ghonem

CFA charterholder

Hala has five years of experience in finance field. She is currently Corporate Finance Specialist at Financial Regulatory Authority in Egypt. 

 

Kaim Sisi

CFA charterholder (2018 - 2021)

Karim has 16 years of experience in finance field in corporate credit in Egypt and Kuwait. 

 

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