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Description

This coaching workshop provides a lean and well-thought out CFA® Level I exam preparation program that will “fire up” your motivation to keep you on top of your study schedule, thereby significantly increasing your chances of passing the exam.

The focus is on getting you in the right mindframe for the CFA® exam “study marathon”; on monitoring your exam preparation progress; and on troubleshooting technical difficulties with the exam material. By using a personalized approach, and by making extensive use of quizzes composed of exam-style questions, you will be coached on what you need to do to be well prepared. Participants are expected to review the topic material before each coaching session, during which the discussions will clarify and improve your understanding of both the concepts underpinning exam questions and the rationale for solving them.

McGill SCS is a member of the CFA Institute Approved Prep Program.

Topics Covered

  • CFA® Level I Curriculum topics (sequentially):
    • Ethics
    • Quantitative Methods
    • Economics
    • Financial Reporting and Analysis
    • Corporate Finance
    • Equity Investments
    • Fixed-Income Investments
    • Alternative Investments
    • Derivatives
    • Portfolio Management
  • Study methods and exam preparation techniques: approach, motivation, discipline, resilience

Learning Outcomes

Upon completion of this workshop, participants should be able to:

  • For every topic in the CFA® Level I Curriculum, understand the underlying concepts and retrieve such concepts under high-pressure exam conditions
  • Read CFA® Level I Exam questions objectively and answer them correctly within 1 ½ minutes per question allotted during the exam

Who Should Attend?

Individuals who are planning to write the CFA® Level I examination (offered by the CFA Institute).
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Section(s) offered
Section Title
McGill's Level 1 CFA® Program Exam Preparation Workshop
Language of Delivery
English
Type
Workshop
Days
Sa
Time
2:00PM to 3:00PM
Dates
Sep 25, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Oct 09, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Oct 23, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 3:00PM
Dates
Nov 06, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 5:00PM
Dates
Nov 20, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Dec 04, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Dec 18, 2021
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Jan 08, 2022
Type
Workshop
Days
Sa
Time
2:00PM to 4:00PM
Dates
Jan 22, 2022
Type
Workshop
Days
Sa
Time
2:00PM to 5:00PM
Dates
Feb 05, 2022
Schedule and Location
Contact Hours
20.0
Location
  • Downtown, Montreal
Delivery Format(s)
Course Fee(s)
Tuition Fee non-credit $495.00
Drop Request Deadline
No drop request allowed after enrollment
Transfer Request Deadline
No transfer request allowed after enrollment
Withdrawal Request Deadline
No withdrawal request allowed after enrollment
Instructors
  • Eduardo Lima
Section Notes

Please note that you will be required to purchase the Wiley Materials at a price of $195.00 USD  for this course. You will receive instructions on how to purchase it after buying this course. 

Cancellation Policy

All cancellation & substitution requests must be made in writing to pd.conted@mcgill.ca.

  • Receive a full refund if your cancellation request is received up to 14 days prior to the start date of the workshop.
  • Receive a refund minus $50 cancellation fee if your cancellation request is received up to 7 days prior to the start date of the workshop.
  • No Refunds are issued if your cancellation request is received within 7 days of the start date of the workshop, however suitable participation substitution will be permitted.

Please note that if no notice is given prior to the start of the event(s) and you fail to attend, you will be liable for the full course fee.

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