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  CFA - Level 1 First Batch Starting from 15th August 2009
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D.Barretts - Knowledge Knights 

Presents "CFA - Level 1 Program"


Industry & Subject Matter Experts

Hurry !! Limited Batch Size of 30 students only !! For just Rs. 9500/- !!

Class room training starting from 15th August 2009 to 4th October 2009

Proposed to be held at SBPT College, Vile Parle, Mumbai.

About CFA Level 1 – (www.cfainstitute.org)

         CFA program has the more or less the same curriculum across all the 3 levels though the knowledge requirement for each of the topics increases at each stage of the examination.

         Level 1 lays the foundation to basics of all the topics and thus it is extremely important for each of the candidates who aspire to become future Charter holders.

         Level 1 is the base and is extremely important to have a strong foundation to be successful - in exams and also in practical world.

         The trainers of this program have put to-gather a training material that will provide requisite ammunition to succeed at the exams and in their professional careers.

Methodology of the Classroom training:

  • Class room training of curriculum over 16 days (8 week ends) spread out over 2 months and 90 teaching hours

         After the above program concludes there will be 2 tests sessions followed by discussions of the answers

         Unlike other institutes number of candidates will be restricted to [30] per batch so that personalized attention can be given to the candidates

         We firmly believe that building technical skills of the candidates helps them in not only clearing Level 1 but also understand the advanced concepts and apply the same in the practical life

         Flexible teaching methodology - spending more time on aspects that are more relevant and technical

         Regular in class concept check sessions to test the understanding and then move on to the next steps

         Q&A session on a pre-determined day each week one month before the exams.

         90 hours over 8 week ends and 2 days of in class virtual exams.

Who should participate in the program:

  • The target audience of this intensive classroom training are Graduates, Middle level Managers  who are aspiring to become future Charter Holders.
  • The workshop would be very useful to participants from the banking & financial services industry who aspire to work in Investment banking, Equity Research, Hedge Fund etc, since the CFA charter is internationally recognized course.

Duration & Indicative Time Line of the CFA - 1 program

  • 90 teaching hours over 8 week ends - personalized attention due to limited candidates - 6 study sessions – solving doubts and a Virtual Exam over 3 week ends.
  • Summary of distribution of the number sessions for each of the topics is as follows with details attached in the Annexure 1.
  • Trainers will ensure that the concepts are intuitively understood before moving on to next topics so as to ensure that the basics are well digested by all. Given the small size of the class the speed of training can be well modulated.

The outline below is based on the course outline provided by the CFA Institute.


Indicative Weightage %

      No of Days – 6 hours each day

Fixed Income






Financial Reporting and Analysis



Corporate Finance



Equity Investments



Quantitative Methods






Alternative Investments



Portfolio Management and Wealth Planning



Ethical and Professional Standards






16 Days of in-class training over 8 week ends

Exams and discussion



Doubts and clarifications



22 Days / 11 week ends of in class training

Calender of Events :

         Start date of the Program – 15th August,2009

         Scheduled Training Dates – All Saturdays and Sundays upto 4th of October 2009

         Tests  – 24th October, 2009

         Solution and discussion – 25th October, 2009

         Two doubt solving sessions on 21st  and 22nd November (These can be mutually decided based on the 25th October solution and discussion session)

Profiles of the Trainer :

There will be no dilution in the quality of the trainers and this list is merely illustrative. Each of the trainers has been exposed to and understands the topics in depth from an academic and practical perspective.

         Chartered Accountant, MBA from ISB and Qualified CFA who has worked over 8 years in risk, research and currently works in the M&A team of a leading private bank.

  • Chartered Accountant and Qualified CFA who has experience of over 8 years at one of the largest banks globally - international assignments of  financial reporting and analysis and credit risk assessments.
  • Rank holder  Chartered Accountant, MBA from ISB and Level 3 candidate who has over 6 years of experience working as Fixed Income Trader and as a private equity professional in alternative assets of a leading MNC bank.
  • B.Tech from IIT and MBA from ISB who has experience over 5 years of experience in portfolio management and risk advisory.
  • Rank holder in B.Com from Mumbai University and Chartered Accountant who has worked for over 7 years in Investment Banking – M&A and Corporate Finance.
  • Chartered Accountant, CTM from ICFAI and MBA from ISB who has worked for over 8 years in Forex, Equity Research and Treasury.

Fee Structure:

Rs. 9,500/- for entire 11 weeks class room training.

Kindly Note: 12.36 % Service Tax is applicable.

The Fees is inclusive of Refreshment & Course Material.

The Cheque has to be raised in the Name of D.Barretts Consultants Private Limited.

Our Service Tax Regn. No. :  ST/MUM/DIV IV/ MRA/ 538/REG 2004  Our PAN No. : AACCD0535A

All rights reserved

In case, you are not interested in this training, please circulate this mail to your colleagues within your organization.


Best regards,


For D.Barretts Consultants Private Limted

CA.Bharat Desai  

For registrations contact Nos. : 022- 65214136 & 022 -28794018 Mob. : 09324360073
Website: www.dbarretts.com   Contact :  Ms. Sushama Utekar   Email: sutekar@dbarretts.com



To Add Numbers Using Keyboard
To activate the Auto sum function with the keyboard, select the cell where you want the answer to be. Hold down the Alt key and press =. For e.g. To add numbers from A2 to A5, keep the cursor on A6 and press Alt and =.
Compare Two Sheets Of The Same File
To simultaneously view different sheets of the same workbook, choose Window and then New Window. New Window creates a second view of the active workbook with “:2” added to the workbook name. You can then use Window and Arrange to arrange the windows so that you can view both of them at once for comparison purposes.
Success at Interview
Sometime back you had applied for a dream job and now you have received a call for an interview. How does one prepare for an interview?
Success at interviews depends on a number of factors like the way you dress up, the way you shake hands, your body language etc. Here are some useful tips to achieve Success at Interviews.
At the outset ‘Know the company well’. You can gather information about the company via internet, ask friends/relatives, by discussing with your HR consultant, browsing magazines and latest financial statements etc. Besides, search engines like Google, Alta Vista, Yahoo, Askjeeves are very handy sites that you can visit.
‘Plan ahead’. What you are going to wear? The standard dress code is to wear a plain light colour shirt and a tie. White shirt would be ideal. Colour of trouser should either be grey, black or dark blue. Get your shoes polished, shave and visit the barber if needed. In case you are appearing for a senior position you MUST wear a suit, jacket or a good blazer. (Remember to carry a handkerchief at all times!)
‘Reach on time’. Ideally 15 minutes before the interview. This gives you time to stabilize your blood pressure and take a quick wash, if required. Carry a copy of your latest CV printed on a good bond paper (80gsm or more). Don’t miss your breakfast on the day of the interview.
Now a days, most of the offices have a posh reception lobby, sleek furniture and brilliant ambience. Don’t feel nervous by comparing your current office atmosphere. These are minor things and loose its charm over time. Sometimes big names and looks are deceptive, therefore don’t get too intimidated by the shine and look of the new surroundings.
The most important thing during the interview is to listen to what the interviewer is saying’. Most of us get so excited that we start talking even before a question is asked. Therefore, be patient, greet the interviewer, make yourself comfortable and then make eye contact.
Generally, the first question you are asked would be on personal information ( PI )
The PI should not be too long or too short. You should understand that the interviewer has to interviewed a lot of candidates during the day and he/she does not have the time to listen to your long story.
While you are talking…. please smile. Speak slowly but confidently. Emphasize on how you can be of benefit or value to the company rather than what you like or what you want to be. You should assess whether you fit into the role and would be able to shoulder the responsibilities offered to you in your new position. Don’t exaggerate while answering the questions. Try to be yourself. You should not be caught on the wrong foot. Therefore, NEVER LIE! Ask questions, don’t feel shy. The interviewer gets a feel of your nature, attitude, communication skills and your domain knowledge depending on how you answer the other questions during the interview.
Finally, end the interview with a ‘thank you’ and by saying that you would be interested in the job, if given an opportunity.
Typical questions and their suitable answers are listed below.
What are your weaknesses?
Make your weaknesses your strength. Example -You have impatience as your weakness. Being impatient to adhere to the deadlines or take work too seriously or get things done. The other way is to talk about the weakness you had in the past and now you have overcome. Sit down and make a list of your strengths and weaknesses before you go to the interview. If you are asked about your strengths you should be able to substantiate with good examples.
What is your long term goal? Where do you see yourself ten years from now?
You must be clear about your career direction. Broadly you must know whether you want to be in front office or the back office or whether you want to be in field of finance, marketing, operations etc. You could say, that, depending upon further opportunities and the experience gained, you would like to be head of finance or marketing or operations etc.
Why do you think you should get this job?
If you are a fresher, you might say that though you don’t have experience, you have the confidence and the ability to the job. Emphasize on the past successes you have achieved during your college or school days. If you are experienced, you might say that you have the necessary skill and competency to do this job better than others and can handle the team very well or have handled difficult situations better than others have. Here you could narrate examples of your old company.
What do you know about the company?
As said earlier, get acquainted about the company before the interview so that you have an interesting dialogue about the company. If you have some friends working within the company, get the latest information from them. Ideal resource is your HR consultant.
Do you have any questions? What would you like to know about us or the company?
Think about the questions which you would ask the interviewer. Don’t dwell on the pay packet too much until you have been short listed or offered a job. Ask questions like what are the job prospects, whether you will receive further training, what is the incentive structure, etc.
What are your hobbies and interests?
If you really have a passion for a particular hobby or interest, then say so. Otherwise say that you are interested in a particular hobby and would like to pursue it further as and when time permits. Do confess should you not be an expert on the subject. At times your hobby may match up with the interviewers. Therefore, be ready to answer all questions. In one of the interviews for example, a candidate said that he liked photography while in reality he knew nothing about it. The interviewer being a keen photographer himself asked him all kinds of questions on photography like what is an SLR camera, what are the types of lenses used, macro, shutter speed etc. As the candidate did not know it, he was rejected based merely on these answers. Hence be truthful to yourself.
Why do you want to change your job?
Don’t emphasize only on the pay packet or perks. You could say that you are looking for challenges or better brand name or a more senior role depending of the type of job you are applying for. Please don’t …..criticize your former company or colleagues.
Last, but not the least, your competitor in all probability has also read this article!
Best of luck.
Bharat Desai
D.Barretts Consultants Pvt. Ltd.
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