Extra help
is at hand
A passion to deliver
Chartered Financial
Analyst®
Examination
Exam Review Programs Offered by 7city in New York
According to CFA Institute,“the key to success is
preparation”. We have several specially designed
packages to provide you with maximum review
support in the the crucial last few months of your
CFA journey. Our highlights for June 2007:
Pre-exam Review Courses
> 5 day intensive course > 2 day exam review
Additional question practice
Question practice with feedback and diagnostic advice throughout your studies including email-a-day, hurdle tests, progress tests and mocks.
A LOS-focused training approach
With all our components based around CFA Institute’s Learning Outcome Statements, you have the option to integrate any study aids or materials into the 7city program.
Full-time instructor team
Our team is renowned for its expertise and commitment to your success.
Diagnostic study mentor
An online mentor steers you through the review program while identifying and remedying your weaker areas.
Classroom recordings/podcasts
Downloadable online to give you classroom-style training. Richard Fernand, 7city's
Head of CFA® Training
Classroom Training
All our classroom courses are held at our New York training center, located in the heart of the Financial District. Everyone who enrolls with 7city as a classroom participant will also receive access to the 7city online portal and support services (see opposite). Choose from an intensive 5 day program or a 2 day pre-exam review.
5-Day Intensive Program
This course option is for candidates who prefer to study at their own pace, but would like a final preparation course to consolidate their learning before the exam day.
2-Day Exam Review Course
This 2 day review course is scheduled just prior to the exam and will focus on reviewing key areas and question practice. It is the ultimate preparation to ensure that you perform at your peak on the exam day.
Mock Exams
Practice makes perfect and honing your exam technique is paramount in the final run-up to the exam. Our mock exam package is designed to give you maximum question practice:
> Take home mock tests:Allow you to practice your timing and test your knowledge in a condensed 3-hour
experience.
>Invigilated mock exam:We also invite you to participate in one of our invigilated mocks, held at our training center on Saturday, May 26, 2007. By experiencing a mock in a simulated environment, you will be well prepared for the rigors of the real day.
7city Learning Packages
Remember it is not just the amount of study time you put in, but what you do with it that counts. 7city’s
classroom programs and mock tests for the June 2007 exams are designed to sharpen you up before the
exam, consolidating and applying your knowledge with question practice and instructor guidance.
5-Day Intensive Course
Day 1 Financial Statement Analysis Day 2 Quantitative Methods
Day 3 Asset Valuation, Debt Investments & Corporate Finance
Day 4 Asset Valuation, Equity Investments & Derivative Investments
Day 5 Economics, Ethical & Professional Standards
5-Day Intensive Course
Day 1 Financial Statement Analysis
Day 2 Fixed Income Valuation & Portfolio Management Day 3 Equity Valuation & Corporate Finance
Day 4 Derivatives
Day 5 Economics, Quantitative Techniques & Ethics Level I coverage
Level II coverage
We had an excellent
and motivating tutor.
Good materials too.
AK, ABN Amro
””
Support Services
CFA® Helpdesk
Call the CFA® Hotline at 212 618 1794or email
[email protected]for a personal response to your questions. You can also log help-desk items via your 7c-online account. For urgent out-of-office questions, instructor’s cell phone numbers are available to you. In the time nearing the exam, we will have trainers dedicated to answering your questions. Self-Healing Email-a-day
Email-a-day delivers bite-sized question practice to your desktop. Working in conjunction with your online learning, it will identify your strong or weak spots and send content and study advice to help remedy any problem areas.
Take Home Mock Exams
With our 3-hour take home mock exams, you will be able to test your knowledge and hone your timing techniques. By prepping yourself with these exercises, you will be in good shape to tackle our 6-hour invigilated mock exam and, ultimately, the CFA examination itself.
Invigilated Mock Exams
You will be one of the best prepared candidates in the examination hall with our realistic mock exams: > 6-hours long held on Saturday, May 26, 2007 > Held at our training center and properly invigilated > Assessed by our course instructors with full feedback Keep on Track
Keep on Track, our monthly newsletter, is tailored to your specific Level and gives you extra guidance and support throughout the study program.
Online Learning Portal
Our online portal is the industry benchmark and brings together the latest developments in interactive learning and diagnostics. Employing advanced neural networking and adaptive learning techniques, it actively analyzes your work patterns and performance. You are then guided through the CFA study journey in the most effective, productive and efficient way possible.
Quizzes, Questions and Online Mock Exams
Our question bank contains multiple questions for each LOS, all of which have a difficulty rating. Using the question engine, you can create a variety of tests, from basic quizzes through to full mock tests with time limits.
Diagnostic Study Planner
Much more than just a time planner, this interactive tool acts as your personal mentor throughout the program. It will: > Plan your study sessions
> Analyze your performance and identify when you should take chapter, hurdle, progress and mock tests > Identify your weak and strong areas based on your study
time and question taking
> Email tailored advice to remedy your weaker areas
This tool can be completely customized to suit your personal study patterns. Alternatively, the scheduling function can be over-ridden to allow you continual access to all content. Interactive Outstanding Tasks
Our Interactive Outstanding Task List has deadlines for completion and will automatically alert you when you need to view an online workshop or take a hurdle or progress test. Classroom Recording & Podcasts
Classroom recordings (7c-live), are available. Linked by topic and study session, they are complete with the instructor’s annotations and re-create the classroom environment. Each class is broken down into manageable sessions so you can focus on reviewing just the content you need and are ideal for recapping on the classroom course.
Evening Workshop Webcasts & Recordings
Workshops reviewing key technical areas, are recorded and then available to view online.
Hurdle Tests
These 10 tests will ensure your knowledge is well consolidated. With full feedback, you will be able to gauge your performance and focus on any areas of concern.
Online Learning & Additional Support
To keep you on track and motivated, we will support you and monitor your progress – reporting back to
you if we feel you are falling behind in your studies and helping you with areas of weakness. We make no
apologies for watching you so closely – we want you to achieve your full potential.
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Our CFA® Instructor Faculty
The trainer team here at 7city are dedicated to helping you through the exams. We know how stressful the
CFA journey can be and we are committed to ensuring you are never alone in your studies. With a full time
instructor faculty, we can guarantee a high trainer to student support ratio. This, coupled with weekend
and evening availability, means you are never more than a few moments away from some words of
encouragement, motivation or help to answer a specific topic-related question.
Richard Fernand, CFA
Following his graduation, Richard successfully completed his Bar Finals at Inns Court School of Law. He qualified as a chartered accountant, before working for UBS Warburg as part of their Global Industrial Corporate Finance Group. Richard is 7city’s Head of CFA Training and responsible for the continual development of our CFA study solutions.
Bob Wieczorek, CFA
Prior to joining 7city, Bob was the Managing Partner of STORM Capital Management, a market neutral equity derivative hedge fund. Before this, Bob was a Managing Director and Head of North American Corporate Finance for Credit Lyonnais. Bob has experience from the distressed private desk at Credit Research and Trading as well as the workout group at Credit Lyonnais. Bob is a CFA Charterholder and teaches all three levels of the program.
Gilad Christie
Gilad qualified as a Chartered Accountant in 1995 with a global professional services firm . He has been teaching preparation for professional exams for over eight years and is recognized as one of the most experienced instructors in financial training. Gilad teaches the Chartered Financial Analyst Program as well as preparation for the industry’s benchmark exams.
Graham McDonald, CFA
Graham qualified as a Chartered Accountant in 1989 and then spent two years as Financial Controller of a leading hotel and casino group. He has worked as a trainer for over 13 years, delivering exam-based training to finance professionals and accountants in New York, London and in the Far East, South Africa and Europe.
Neil Govier, CFA
Neil is a well known face in the financial markets and began his teaching career covering the areas of financial management and management accounting before joining a financial training organization in 1994. As a CFA Charterholder, Neil teaches all three levels of the CFA qualification as well as a wide range of derivatives courses.
Neil Graham
Neil joined Barclays International in 1985 initially in the foreign exchange, money markets and derivatives operations areas before moving to the trading room in 1991. Here his roles included both inter-bank and sales positions in spot and forward FX, money markets and treasury derivatives. After leaving Barclays in 1995 Neil became a local on the London International Financial Futures and Options Exchange (LIFFE) trading own account positions in interest rate, bond and equity derivatives. During his time on LIFFE Neil also provided training to hedge-fund staff in FX and derivatives before moving to full time training in 1997. At 7city Neil is Head of Financial Product Training, designing and delivering a range of product courses for investment houses, data agencies and software houses in the US, UK and Europe (Scandinavia, mainland Europe and Eastern Europe).
Simon Holohan, CFA
Simon graduated with honors in Economics before taking his PGCE and teaching Economics, Accounts and Statistics across a variety of establishments, ranging from colleges to a Category C prison. Simon started his teaching career in 1999 and has built a great reputation in the financial markets. He held a senior position at another financial markets training company before joining 7city in 2004.
The instructors had a phenomenal grasp of
the course material and communicated
difficult information in a way that was
easy to understand. I was impressed
with their organized framework and
ability to help me focus on key areas.
MM, International Investment Bank
New York: T 212 618 1794 F 212 618 1705 W www.7city.com
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Enrollment Form
Enrollment conditions
> Subject to availability, course materials will be dispatched upon enrollment.
> For the cost of delivery outside of New York City, please call (212) 618-1794.
> Please allow 7 working days for delivery of course material.
> Please note that we cannot accept the return of course material once delivered and received by the candidate.
7city Learning reserves the right to change or cancel the published course dates due to unforeseen circumstances. The company’s liability will be limited to a transfer to the next appropriate date or a refund of the course fee.
Course cancellation
If your enrollment is cancelled in writing at any time, we will retain $100 to cover administrative expenses and return the balance for the training days not attended. If course material has been sent you will be charged accordingly.
Candidate Details
I am applying for a place in the indicated course and agree to the enrollment conditions as set out below. I enclose a check made payable to 7city Learning Limited to the value of $
or please invoice my organization (see below), or charge my Mastercard or Visa (please check one)
Card number: Start date Exp. date Card security code (Last three digits on the back of your card).
Signed Date
Title Last Name First Name Department Job Title Address
Zip code Telephone
Employer’s name and address
Zip code Telephone
I wish you to invoice my employer (the certificate below must be completed)
Employer’s statement
We are responsible for payment of the fees due upon receipt of the invoice, with respect to the candidate named below and undertake to inform you in writing at least 6 weeks prior to the commencement of the course of any change to this arrangement.
Purchase Order Number: Cost Center Number: Candidate’s name
Employer’s name Position
Signed Date
Please return this form to:
Client Services, 7city Learning, 14 Wall Street, 20th Floor, New York, NY 10005, or Fax to: 212 618 1705
5 Day Intensive Course $750 2 Day Exam Review $250 Mock Exams $99
Level l: May 7 -11 ... Level ll: May 14 -15 ... Level l: May 4 - 5 ... Level ll: May 11 -12 ... Level l: May 26 ... Level ll: May 26 ...
In their own words...
I found the course very useful and the instructor, as always, did an excellent job teaching us.
ES, Morgan Stanley
The 7city training program was well constructed, contained the right level of detail and was delivered by high energy trainers at the top of their field.
David E Costin, State Street Global Advisors
You really do feel that your trainers are there to help and push you. The resources at 7city are so flexible that it means you can get a tailor-made service.
HT, FX Sales & Risk Advisor, SEB Merchant Bank
I believe that 7city's approach, teaching method and student support are the best available in the training field. The CFA curriculum is vast and some of the topic areas are hard to grasp. The 7city approach ensures you understand by explaining the ideas in different ways, doing workshops, doing daily questions and being available to ask questions or to clarify any ideas (even over the weekend!). This is perfect especially where study time is a commodity. I would recommend 7city to anyone thinking of doing the CFA.
CTW, Analyst, Leading Investment Bank
As a trusted training partner to the world’s leading financial institutions and teaching over 15,000 candidates
a year from our New York and London training centers, we are proud of our unrivalled reputation for financial
markets training. Our focus on this industry means that everyone at 7city, from our Client Services team to
our instructors, understands the unique pressures of combining CFA studies with work.
CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by 7city Learning or verify or endorse the pass rates claimed by 7city Learning. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
