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CFA® Program

FOLLOWS CFA INSTITUTE PREP PROVIDER GUIDELINES

CHARTERED FINANCIAL ANALYST® PROGRAM (CFA® PROGRAM)
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, there are 130,604 investment professionals in 150 countries that are CFA® charterholders.

Why Should I do CFA® Program at Noesis?
Noesis is the only tuition provider that follows CFA Institute Prep Provider Guidelines in Malaysia, offering tuition to Level I, II and III CFA® Program candidates. We have a team of qualified and experience instructors. 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® Program 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)

At Noesis, we understand the need to provide flexibility for our students in their study schedules. In order to allow our students to balance their work and study commitments, we offer flexibility for students to extend to future exams at no additional cost.

Each level consists of approximately 150 hours of study, including an intensive revision course, progress test and mock exam. We also allow free repeats for students within bands 7-10. And we reward students achieving marks above 70% in all subjects with scholarships.

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. In 2015, Noesis has approximately 100 level 1, 30 level 2, and 29 level 3 students to network with.

This conducive environment further enables our CFA® students to explore various career paths and opportunities. With the facilities of our Dream Career Workshop, career overviews and job placement, our CFA® graduates achieve on average a 30% increase in salary and 100% success in key investment positions upon completion of their course with Noesis. Key positions successfully placed from our workshop includes research analyst at Deutsche Bank and buy side analyst at Public Mutual Berhad.

Ann Lee
Ann Lee
Program Director
ann@noesis.edu.sg
+60 3 2725 4291

Intakes Each Year

CFA® Foundation (Weekend): March & September
Level I (Weekend): June & December
Level II & III (Weekend): December

Duration Per Intake/Level

6 to 10 Months

Mode of Study

Part-time (weekend classes)

THE CFA© CURRICULUM

The CFA® Program 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 program.

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 1 - 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 2 - 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 3 - 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 programs. The profile of some of our CFA® lecturers is below.

Phua Lee Kerk
CFA® charterholder, B.Eng. EE & MSc. Com Sci. (Tokyo IT)
Mr. Phua Lee Kerk has been the Chief Strategist of Phillip Mutual Berhad since 2011. Prior to that, he was the CEO of Pheim Unit Trust Sdn Bhd. He has wide and varied experience in the fields of financial advisory and portfolio management, having worked in Japan, Malaysia and Singapore for more than 24 years with companies like Salomon Smith Barney and ING Barings, Vickers Ballas, Jupiter Research, APS Asset Management and Pheim Unit Trust Berhad. He has presented various papers on investment (equity, bond, derivatives, risk management, financial planning and others), corporate finance and M&As, both locally and overseas in conferences and seminars organized by the World Bank, UNESCO, UNIDO, the Securities Commission, Bursa Malaysia, Bank Negara, MII, FPAM and others. He serves as a committee member of the Economic Research Board of The Federation of Chinese Associations Malaysia (FeCAM) and CFA Institute Malaysia. He is a part-time lecturer for the Malaysia Chartered Financial Consultant (MaCHFC), Registered Financial Planner (RFP) and NAMLIFA programs in Malaysia and is co-writer of the book “A Practical Approach to Mergers and Acquisitions in the Financial Services Industry”. He is also a working member of Plan Actions for Malaysia.
Hua Chia Yee
CFA® charterholder, FCCA
Mr. Hua Chia Yee is a CFA® charterholder and a Fellow Member of the Chartered Association of Certified Accountants (FCCA). He is a shareholder and the Managing Director of Phoenix Capital Corporation (“Phoenix”), a private equity firm based in Vietnam. The main investment of Phoenix is Phoenix Securities, a Vietnamese stockbroking firm that is principally involved in stockbroking, cross-border merger and acquisition transactions, and corporate advisory services. Since joining Phoenix in January 2008, he has been involved in the setting up, training and managing of Phoenix’s investment banking team, which presently consists of 3 Senior Partners and 6 analysts. Prior to joining Phoenix, Mr. Hua started his career in merchant banking with RHB Investment Bank Berhad and gained 7 years of working experience specialising in corporate finance. Among his lecturing and training experiences are the following: CFA® Program Lecturer for Kolej Kasturi and FTMS Hong Kong and FTMS Vietnam; Trainer for Permodalan Nasional Berhad for the CFA® Program; and various finance-related subjects.
Chong Jin Yoong
CFA® charterholder, 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 obtained the PKMC certification with Distinction in 2008. Jin Yoong also conducts various SIDC accredited CPE courses since 2010, focusing on fixed income and derivatives.
Phua Yee Boon
CFA® charterholder, B. Sc. (Hons.) Mathematics with Economics (UMS)
Mr. Phua Yee Boon holds a Capital Markets Services Representative’s License for advising on corporate finance and is currently attached to a local investment bank. Prior to his current appointment, he had two years’ experience in wealth management at an international banking organisation, covering unit trusts and the other shariah-compliant financial products.
Chua Kim Kian
CFA® charterholder, B.Sc. Banking & Finance (UOL)
Mr. Chua Kim Kian is currently a Futures Trader. Mr. Chua started his career in merchant banking with RHB Sakura Merchant Bankers Berhad, he has then worked in Ranhill Power Berhad as a manager in Corporate Affairs and Services involving companies’ corporate exercises. He joined Binafikir Sdn Bhd in 2006 as an associate managing portfolios and providing corporate advisory and consulting related assignments. Mr. Chua received his CFA® charter in 2004 and Bachelors of Science in Banking and Finance from University of London External Program in 2000. His is currently a part-time lecturer for School of Business Studies and facilitator for Centre of Continuing & Professional Education in TAR College. He is also an FPAM’s approved Facilitator for Certified Financial Planner Program (CFP). He is also a part-time lecturer for CFA® Program in Noesis Exed.
Ng Joo Tsong
CFA® charterholder, 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. Besides being a CFA® charterholder, Joo Tsong completed her CPA Australia program with 4 High Distinctions and 1 Distinction.
Fabian Moa(Full-time Lecturer)
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.

 

PROGRAM REQUIREMENTS
To become a CFA® candidate, you must:

  • Have a bachelor’s degree in any discipline or equivalent (ACCA, CPA, CIMA, ICSA, AIA); or
  • Be in the final year of your bachelor’s degree program at the time of registration; or
  • Have four years of professional work experience (does not have to be investment-related); or
  • Have a combination of professional work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrolment.

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