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Jobs after CFA (US)

Agenda
Jobs after CFA
Employers View
Job prospects in India & Abroad Expected Salary Package Resume Building When to apply How to apply

About Pristine
Financial Modeling & Valuation
Pristine Offering

Registration

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Employers View
There growing interest in the CFA Exam by employers worldwide. Significant benefit in terms of career growth and compensation for those who clear the exam. A Russell Reynolds study quoted on the CFA Institute website talks about CFA-charter holding individuals out-earning their peers by over 50 % across experience levels. The primary employment opportunity is with Investment Banks, Private Equity firms, Equity Research,

Wealth Advisory and KPOs.

Clearing every level leads to an enhanced career path, i.e. even after clearing CFA Lev 1 candidates can

get good opportunities in financial research with KPOs, Broking Houses , Research Firms and Wealth
Advisory Firms.

Organizations like JP Morgan Chase, Bank of America Corp., Citibank, etc. are not only keen to take CFAs
but also encourage their employees to take the exam with some of them even financing the course for

employees.

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Job prospects in India & Abroad

CFA charter provides you with a strong foundation for a variety of career choices in the investment profession

The following lists the types of industries and companies:

Buy Side - 55% Investment Companies/Mutual Funds - 25% Private Client Wealth Manager Advisor - 11% Hedge Funds/Fund of Hedge Funds -6% Banks - 7% Insurance Companies - 4% Pensions and Foundations - 4% Private Client Wealth Manager/Advisor - 2%
Sell Side - 16% Investment Bank/ Broker Dealer - 16%

Other - 29% Consultancy Government/Regulator University/College Research Firm

*Source CFA institute

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Expected Salary Package

The salary after clearing each level of CFA depends on your previous education background and work

experience. A indicative range of salary is given below for your reference.

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Salary after CFA

CFA Leve 1 Cleared
CFA Leve 2 Cleared

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CFA Certification - Achievers

Amit Khurana
Is B.A. ( Eco) and M.Com ( Eco )
Started as a career in Analysis Cleared All levels of CFA Currently Working as Head Equity Research

Brijesh Goyal
Graduate from IIT Roorkee

Was working with GE in Engineering Division

Cleared CFA Level 2 and FRM

Now working with Deutsche Bank in their

Derivative analysis team

Ankit Megotia
Was not able to get Job earlier After CFA Level 1 got job in D E Shaw , Analyst

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CFA Certification Where you can go with Level III

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When to apply for Job

Start applying for the job after 5th June 2011, i.e. just after your CFA Exam, as you have just finished your syllabus and would be able to answer all the technical questions.

Employers look for sound understanding of concepts , so if you clear the technical round , you may qualify for a job even before your result is out.
Preparations before applying - Good CV

- Revise your syllabus

- Read newspapers and business magazines for current news of the related finance concepts.

- Attend Pristine Financial Modeling & Valuation course to understand the practical aspects of CFA Lev I or Lev II exam required for various Finance Research Jobs.
- 70% of the job profiles for candidates who have cleared CFA Lev I or Lev II will require expertise in Financial Modeling, Valuation and advance Excel concepts.

Resumes:
You can have 2 to 3 CVS for different profiles if you have work experience.

Please refer to the Sample Resumes given in the CD.

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Available Job Profiles : naukri.com

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Available Job Profiles : www.monster.com

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Available Job Profiles : www.careerjet.co.in

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Available Job Profiles : www.indeed.co.in

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Available Job Profiles :www.timesjobs.com

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Agenda
Jobs after CFA
Employers View Job prospects in India & Abroad Expected Salary Package Resume Building When to apply

How to apply

About Pristine
Financial Modeling & Valuation
Pristine Offering

Registration

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Pristine & CFA

CFA Institute, USA Pristine is the Largest CFA Institute Authorized Prep Course Provider in India Trains 800+ CFA Aspirants each year

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About Pristine
Finance trainings for individuals/corporate/colleges

Trainings for International Certifications

- Authorized training providers for prestigious international certifications like CFA*, FRM, PRM, CFP* etc. - Pan India class-room trainings and web-based live online trainings for international students

Pristine

Corporate Trainings

- Advanced training in financial modeling, valuation, risk, etc. to large corporate clients like HSBC , BOA, Accenture, IIMC, IIMI, FMS, CSFB, IDBI, Mizuho Bank etc.

Pristine Certifications

- Own certification programs in financial modeling, finance training for corporate lawyers, risk management etc. - Certification programs in Equity Research, Derivatives being launched

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Key Authorization

CFA Institute (2010-11) Authorized Training provider CFA Pristine is now the authorized training provider for CFA Exam trainings . Pristine is largest training provider for CFA in India with presence across seven major cities.

GARP (2007-11) Authorized Training provider -FRM Largest player in India in the area of risk management training. Trained 1000+ students in risk management

FPSB India (2010-11) Authorized Training provider -CFP An authorized Education Provider for Chartered Financial Planner Charter.

PRMIA (2009-11) Authorized Training provider PRM/ APRM Sole authorized training for PRM Training in India. Largest player in India in the area of risk management training. Trained 1000+ students in risk management

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Key Associations*

Ernst & Young (2010) Real Estate Modeling Senior Associates were trained on building valuation models for real estate

Bank Of America Continuum Solutions (2010) Finance for Finance Associates were trained on valuation and mergers and acquisitions

J. P. Morgan (2010) Financial Modeling in Excel The Real Assets Group were trained in Excel for infrastructure and realestate modeling

Mizuho (2010) Financial Modeling in Excel Bankers were using excel models that they could not understand. Conducted financial modeling in Excel trainings to bridge the gap

ING Vyasa (2010) Infrastructure & Project Finance Bankers were trained on making integrated models for project finance and infrastructure.

Franklin Templeton CFA (2010) Students were facing a gap in the overall understanding of finance topics like corporate finance, FSA and valuation. Provided training for over 100 hours to bridge the gap

Credit-Suisse India (2009) Risk Management and Quant. Analysis IT Professionals of Credit-Suisse India were trained on risk management.

HSBC (2008) Risk Management and Quant. Analysis New joinees in HSBC had a gap in knowledge of Risk Management and quantitative skills. Conducted trainings (On campus) to bridge the gap *Indicative List

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Key Associations

NUS Business School (2011) Financial Modeling in Excel Second year MBA students were given a full 2-day workshop on creating financial models. They learnt how to create integrated models of valuation.

IIM Calcutta (2010-11)

Financial Modeling in Excel Students about to go for internships and join jobs found a gap in their grasp of knowledge of excel for financial modeling. Conducted training for 75+ students with an average rating of 4.5+

FMS Delhi (2010-11)

Financial Modeling in Excel Final Year MBA students of Faculty of Management Studies, Delhi University were trained in financial modeling so as to prepare them better for a job in finance.

NISM (2008-11) Derivatives in Hedging (2008) Financial Modeling (2011) Corporate in Ludhiana incurred huge losses because of derivative trades (for hedging). Conducted trainings for directors and CFOs for better understanding of derivative products

IIT Delhi (2009) Corporate finance Students get placed in finance companies (UBS, GS, MS, etc) with no understanding of the subject/ Job Profile. Conducted workshop to bridge the gap

BITS Pilani (2009) Workshops on Basics of Finance Most of the students desire a career in finance. Conducted training for 350+ students with an average rating of 4.5+

IEMR Delhi (2010-11)

Financial Modeling in Excel Final Year MBA students of IEMR went through extensive financial modeling workshop to acquire skills of financial modeling.

SIMSREE (2010)
Final Year MBA students of Sydenham MBA, Mumbai were trained in financial modeling so as to prepare them better for a job in finance.

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About Pristine
Founded by professionals and alumnus of Standard Chartered, Goldman Sachs, Reliance Private Equity, SBI, Accenture, IBM and CRISIL, IIM, IIT and SIBM. Last Year Results: Have delivered trainings to more than 5000+ candidates in last four years with

a success rate of 65% to 85% for various batches for CFA/ PRM/FRM exams.
Training centers: in Delhi, Mumbai, Bangalore, Pune, Hyderabad, Chennai, Singapore & Online.

Provided Online trainings to 500+ professionals from US, Europe, Middle East, Asia Pacific, Africa
and Australia. Conducted Corporate Trainings for leading organizations namely JP Morgan Chase, E&Y, ING Vyasa, HSBC, BOA Continuum, IDBI, STCI, Accenture, IITB, Bits Pilani, IIM C, FMS, Mizhua Bank etc.

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Pristine Offerings
Course Classroom Trainings Online Trainings Content Crash Course/ Mock Test Hours of training Accreditation Price

CFA Level I CFA Level II FRM Level I FRM Level II

All* + Singapore Mumbai, Delhi All + Singapore Mumbai

Yes Yes Yes Yes

Original Original Original Original

Yes Yes Yes Yes

100 100 75 60

CFA Institute CFA Institute GARP GARP

USD 595; INR 17,950 USD 595; INR 16,950 USD 495; INR 12,950 USD 495, INR 10,000

PRM
APRM Financial Modeling

All + Singapore
Corporate Mumbai, Delhi, Bangalore, Pune, Hyd, Chennai Mumbai Mumbai, Delhi

Yes
Yes Yes

Original
Original Original

Yes
Yes NA

135
80 50

PRMIA
PRMIA -

USD 795, INR 20,000

INR 10,000 INR 10,000

Finance for Lawyers CFP

No Yes

Original Original

NA NA

50 120

Under Process

INR 45,000 INR 30,000

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Financial Modeling & Valuation using Excel

Excel Modeling techniques are used in many different areas, such as credit analysis, investment

appraisal, risk management, valuation, financial analysis and forecasting.

The objective of the training is to help the candidates to prepare Integrated Financial Models to enable decision making in areas like, Corporate Finance, Equity Valuation, Credit Analysis/Appraisal, Investment banking, Project Appraisal, M&A, etc. The programs would provide the participants with
- Understanding the company and its equity valuation process.
- Developing Integrated Models to incorporate interlinked Financial Statements, Financial Analysis,

Valuation, Project Finance and Merger & Acquisition.

- Knowledge of excel advance tools like scenario analysis, solver, charting mechanisms, data-tables etc.

- Please refer to the Free Sample Financial Models in the CD

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Training Contents
Understanding and creating a financial model template

Excel Skills Shortcuts, Formulas and cross referencing

Historical financial statement modeling (P&L and B/S)

Calculating growth drivers

Building the asset and depreciation schedule

Building debt & interest schedule

Building cash flow statement

Building interest on excess cash and cash revolver

Building ratios for analysis

Updating integrated model for valuation using DCF and Comps

Sensitivity/Scenario Analysis

Creating foot-ball field for valuation analysis

Modeling other Accounting concepts - Revenue Recognition, Deferred tax etc

Project Finance Modeling covering Infrastructure sector

Merger & Acquisitions Analysis

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Training Details
6 days 30 hrs ( on Weekends) interactive training program using extensive case studies & real life examples Complete hand-holding to enable the participants to develop Integrated Financial models. Free Financial Models of latest IPOs Linkedin, Tata Steel, Punjab & Sind Bank, Coal India Ltd, Shipping Corp of India, Microsoft, Patni & Igate Merger Deal etc. Effectively using keyboard shortcuts & Formulas in Excel. Please refer to the Financial Modeling brochure in the CD for Faculty Details Support for revision in future Certification of Participation Training Fees: Rs 10,000.

Training dates & Venue:

Delhi : Batch starting in June, Malviya Smriti Bhawan, ITO New Delhi Bangalore: Batch starting in June, Manipal Center Dickenson Road Hyderabad: Batch starting on 18th June, Pasha College of Education, Banjara Hills Mumbai : Batch starting in June, Khar Education Society , Khar (W)

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For Registration or Query

Karuna (for Mumbai) : 80800 05533 Sanjay ( for Delhi & Bang) : 95602 14422 Dikshu ( for Hyd) : 88009 59911 Mansi (for Online): 99202 75533

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To register for a Free Financial Modeling Seminar

mail us at [email protected]