CATEGORY: Blog

Changing Your CFA® Exam Date from Dec 2020 to a 2021 CFA Exam Date

Category: Blog

How to change your CFA® exam date from December 2020 to a 2021 CFA® Exam date Candidates wishing to move out of the December 2020 CFA Program exam administration have until 20 October to do so. To do that, please follow the steps below to withdraw from Dec 2020 and re-register for any of the […]

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CFA 2021 Special Exam Registration Reminder

Category: Blog

CFA Exam Registration Deadline Calling all deferred CFA Candidates yet to re-register for the 2021 exams. Do so before midnight October 20th US ET! This also applies to December 2020 candidates wishing to switch to a 2021 exam window.

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CFA Level I December 2020 Exam Registration Reminder

Category: Blog

CFA Exam Registration Deadline Countdown Those wishing to sit the CFA Level I December 2020 exam, the clock is ticking. Register before midnight August 19th US EST!

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CFA® Program updates – announcement from CFA Institute 4th August 2020

Category: Blog

CFA Institute has announced some major changes to the administration of the CFA® Program for 2021 and beyond. This article makes sense of it all and puts things into perspective for current and future candidates. The story so far Earlier this year CFA Institute announced that the Level I exams were transitioning to computer-based testing […]

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Concluding the Spring CFA Prep Workshops

Category: Blog

Gain further edge in your studies for the CFA® Program As the global lockdown begins to ease in some locations, more and more candidates are trying to reboot their studies for the CFA exam. Our well-liked Spring CFA Prep Workshops, covering different topics for each level, have one further free open session in the second […]

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Free Open CFA Prep Workshops

Category: Blog

Gaining an edge in your studies for the CFA® Program As a glimmer of light appears in the corona lockdown, many of our candidates are trying to reboot their studies for the CFA exam. To help your exam preparation we are hosting a series of CFA prep workshops at each level, each covering a different […]

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CFA® Institute Covid-19 Postponement Follow-Up – Exam Choices

Category: Blog

CFA® Program candidates at all levels have in the last few days received an update from CFA Institute regarding their exam postponement and the choices of date that they have.

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COVID-19: Updates to the CFA® exams

Category: Blog

General CFA Exam Information Update As you may know, the June 2020 exams for the CFA Program have been postponed to December 2020 for all three levels. Candidates enrolled for June 2020 are being given the option to take either of the next two sittings, i.e. (1) for Level I, December 2020 or February 2021, […]

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Introduction to Accounting – Part 6-7: Management Choices

Category: Blog

Management Choices Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you started […]

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CFA® Level II: 10 topics in 10 weeks – Topic #10: Portfolio Management

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. The final topic in this series is Portfolio Management. Surprisingly challenging, with tough readings on Economics and Active Management. We also explore multi-factor models, ETFs, market risk and trading costs. Want to know how to do Alternative Investments best? Find […]

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Introduction to Accounting – Part 5: Ratio Analysis

Category: Blog

Ratio Analysis Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you started […]

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Introduction to Accounting – Part 4: Worked Example

Category: Blog

Worked Example Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you started […]

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CFA® Level II: 10 topics in 10 weeks – Topic #9: Alternative Investments

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. The 9th topic is Alternative Investments. We describe real estate and value it in a number of ways, including via REITs. Private equity and venture capital have their own characteristics, and we learn about a range of commodities. This topic […]

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Introduction to Accounting – Part 3: Detailed Financial Statements

Category: Blog

Detailed Financial Statements Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you […]

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Introduction to Accounting – Part 2: Basic Concepts

Category: Blog

Basic Concepts Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you started […]

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CFA® Level II: 10 topics in 10 weeks – Topic #8: Derivatives

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. This week: Derivatives, number 8. Pricing and valuing forwards, not to mention futures and swaps, can be a huge challenge. Quartic presents an intuitive approach to understanding the algebra. Options require the Black-Scholes-Merton formula – do you really need to […]

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Introduction to Accounting – Part 1: Introduction

Category: Blog

Introduction to Accounting Are you baffled by balance sheets? Incredulous about income statements? Cautious about cash flows? Learn about accounting and financial statements with a FREE easy-to-understand course by Quartic. We will show you what the words mean and how the numbers are calculated. Our user-friendly interactive course will demystify the jargon and get you […]

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CFA® Level II: 10 topics in 10 weeks – Topic #7: Fixed Income

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. Number 7. This week we look at Fixed Income. A highly technical topic, including yield curve analysis, arbitrage-free valuation, interest rate volatility, embedded options, credit analysis and credit default swaps. Far more challenging than most CFA topics – lots to […]

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June 2020 CFA® Exams Postponed – What Now?

Category: Blog

The June 2020 CFA exams have been postponed to December, as you have probably heard. Listen to Nicholas Blain, CFA (Twitter: @njblain) discuss what we know so far and the implications.

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CFA® Level II: 10 topics in 10 weeks – Topic #6: Equity

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. No 6: Equity. This week we move onto asset valuation, which dominates Level II. We learn about industry analysis, calculate the required return in a dozen ways, and see how to value shares with dividends, free cash flow, market multiples […]

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The CFA® Exam and Coronavirus Survey Results

Category: Blog

The results are in. First of all, thank you to all you who participated. We had more than 400 responses from over 100 different test centres: the largest responses were from Mumbai, London, Cairo and New Delhi; but we also heard from (amongst many others) Accra, Brunei, Milwaukee, Tianjin, Ulaanbaatar and Yerevan, generating a truly […]

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Quartic CFA® Exam Coronavirus (COVID-19) Survey

Category: Blog

As the Coronavirus continues to spread to more and more locations, we at Quartic [Twitter: @QuarticTraining] are carefully watching the situation, scrutinising public health advice as well as any specific messages from examining bodies and clients. You may have read a recent widely publicised blog article by Nicholas Blain, CFA [Twitter: @njblain], describing possible actions […]

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CFA® Level II: 10 topics in 10 weeks – Topic #5: Corporate Finance

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. This week: Corporate Finance. You studied capital budgeting and capital structure at Level I, but it gets a whole lot more complex now. We see Modigliani & Miller, dividend policies, share repurchases, ESG considerations and mergers & acquisitions. Do corporate […]

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The CFA® Exam and Coronavirus

Category: Blog

Current situation Many candidates are asking us about the threat of the coronavirus to the June 2020 CFA Program exams. First of all, we have no information regarding the CFA exam other than what has been stated publicly, which, at this stage, is not that much. CFA Institute is, of course, monitoring the situation closely […]

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CFA® Level II: 10 topics in 10 weeks – Topic #4: FRA

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. This week: Financial Reporting and Analysis – FRA. This is all about accounting. You did the basics at Level I. Learn now about intercorporate investments, pensions accounting, multinational operations, and what companies do to cook the books. We will teach […]

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CFA® Level II: 10 topics in 10 weeks – Topic #3: Economics

Category: Blog

Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. This week: Economics. We learn in this topic all about exchange rates, and the parity relations that link rates across time. We explore economic growth and see theories that describe this, including the one that says that all leisure time […]

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CFA® Level II: 10 topics in 10 weeks – Topic #2: Quants

Category: Blog

CFA® Level II: 10 topics in 10 weeks – Topic #2: Quantitative Methods (Quants) Get inspired for CFA Level II with our intro videos, 10 Topics in 10 Weeks. This week: Quantitative Methods. Although the main content is mostly regression and time-series, there are new readings this year on machine learning and big data, fascinating […]

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Introducing Quartic’s CFA® Level II Q Sheet 2020

Category: Blog

Quartic is proud to publish the new CFA® Level II Quartic Q Sheet. Level II is far more intense than Level I in terms of calculations, concepts and analysis. This abbreviated guide includes the key formulae and concepts that you need to get through the Level II exam of the CFA Program, a handy summary […]

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CFA® Level II: 10 topics in 10 weeks – Topic #1: Ethics

Category: Blog

In our new series of CFA Level II intro videos, 10 Topics in 10 Weeks, we begin with Ethics, which Nicholas Blain, CFA, says should be the beginning, the middle and the end of your studies. You may still be familiar with the Standards of Professional Conduct from Level I, but you need to understand […]

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Changes to the CFA® Program in 2021: computer-based testing

Category: Blog

You may have read about some forthcoming changes to the CFA Program that will have quite a significant impact on the Level I timetable. CFA Institute is moving the Level I exam of the CFA Program to being computer-based, with a wider range of examination dates through the year. The key points to note are: […]

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Introducing Quartic’s CFA® Level I Q Sheet 2020

Category: Blog

Quartic is proud to publish the new CFA® Level I Quartic Q Sheet. This guide includes the key concepts and formulae that you need to get through the Level I exam of the CFA Program, a handy summary of the breadth of knowledge with which you should be familiar. You will see a number of […]

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CFA® Program December 2020 Exam Guide

Category: Blog

The CFA® Program December 2020 exam registration launch is getting closer. We have produced a comprehensive summary for those planning to sit this exam. The downloadable sheet provides a summary of registration deadlines and prices, dates of the exam around the world. Please click here to download our handy guide. You can also check out […]

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The Restaurant Economy

Category: Blog

I’m upset to report that in the last year two of my favourite restaurants, a curry house and a sushi place, have closed. To those of you with a knowledge of textbook microeconomics and theories of the firm, I’m sure you realise that this idealistic view of the world is only a loose approximation to […]

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CFA® Program June 2020 Exam and Results Guide

Category: Blog

The June 2020 CFA® Program exams, and their registration deadlines, are getting closer. We have produced a comprehensive summary, both for those already registered and for those still planning. The attached sheet provides a summary of registration deadlines and prices, dates of the exam around the world, and roughly when you may expect to receive […]

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CFA® Level I: 10 topics in 10 weeks – Topic #10: Portfolio Management

Category: Blog

Want to know what to focus on for CFA Level I Portfolio Management? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne), provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #10: Portfolio Management! […]

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CFA December exam: Getting over the final hurdle!

Category: Blog

As the CFA December exam is approaching with only a few weeks left, it’s important to refocus your energies, consolidate your knowledge and give yourself that final boost to make the best use of the time that remains. Here are a few tips: Immediate priorities Build a study plan. Look at exactly how much time […]

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CFA® Tips Number 12 – Portfolio Management

Category: Blog

Nicholas Blain, CFA, explains one of the more confusing aspects of CFA Level I Portfolio Management, the distinctions between the Capital Allocation Line, Capital Market Line and Security Market Line. How do they compare and how do they differ? Watch the video here. Want more? Check out our previous topics and tips!https://youtu.be/HCfoFk559d8

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CFA® Level I: 10 topics in 10 weeks – Topic #9: Alternatives

Category: Blog

Want to know what to focus on for CFA Level I Alternatives? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne), provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #9: Alternatives! Want more? […]

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CFA® Tips Number 11 – Alternative Investments

Category: Blog

Alternative Investments is one of the best value sections in CFA Level I, yet many candidates score poorly on it. Why is this? You need to learn many definitions, relating to hedge funds, private equity (leveraged buyout and venture capital financing), real estate, commodities and infrastructure. You can gain an enormous exam dividend with a […]

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CFA® Tips Number 10 – Derivatives

Category: Blog

Why is the topic of Derivatives the most likely to be dropped by CFA candidates in the weeks before the exam? This could be a damaging mistake. Watch Nick describe how to pick up some easy marks, as well as some harder ones! Even option pricing can be good news in the exam. Watch the […]

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CFA® Level I: 10 topics in 10 weeks – Topic #8: Derivatives

Category: Blog

Want to know what to focus on for CFA Level I Derivatives? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne), provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #8: Derivatives! Want more? […]

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CFA® Tips Number 9 – Fixed Income

Category: Blog

Fixed income is a challenging topic at CFA Level I. If you gain an intuitive understanding of concepts then much of bond analysis becomes far clearer. Hear Nicholas Blain, CFA, discuss interest rate risk and duration. Would you believe it, embedded options are actually rather intuitive! Watch the video here. Want more? Check out our […]

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CFA® Level I: 10 topics in 10 weeks – Topic #7: Fixed Income

Category: Blog

Want to know what to focus on for CFA Level I Fixed Income? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne), provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #7: Fixed Income! […]

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CFA® Tips Number 8 – Equity

Category: Blog

The Level I CFA Program curriculum on Equity has far fewer calculations than you may initially imagine – the valuation techniques are all in the last of six readings. However, how do we manage to “buy dollar bills for fifty cents”, as the late great Benjamin Graham would say? Graham was Warren Buffett’s mentor and […]

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CFA® Level I: 10 topics in 10 weeks – Topic #6: Equity

Category: Blog

Want to know what to focus on for CFA Level I Equity? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne) provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #6: Equity!https://youtu.be/NEL3DmEInLw

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CFA® Tips Number 7 – Corporate Finance

Category: Blog

Some great CFA exam tips here: how different capital budgeting techniques compare, how to spot simple errors, and how to benefit from those quick exam “cheat” techniques. Don’t fall for the obvious distractors!

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CFA® Level I: 10 topics in 10 weeks – Topic #5: Corporate Finance

Category: Blog

Want to know what to focus on for CFA Level I Corporate Finance? Watch this series of 10 videos as Dianne Ramdeen, CFA (@RamdeenDianne) provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic #5: Corporate Finance!https://youtu.be/etygUMlMfcQ

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CFA® Tips Number 6 – Financial Reporting and Analysis

Category: Blog

Nicholas Blain, CFA, explains why analysts are the “anti-accountants” and what CFA candidates need to know to get behind the numbers in the accounts. Learn how to “uncook the books”. It’s not all about ratio analysis!

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CFA® Tips Number 5 – Economics

Category: Blog

Economics affects our daily lives in many ways, especially with today’s uncertainties. Nicholas Blain, CFA, describes how your CFA curriculum gives the understanding of monetary and fiscal policy, in particular with respect to trade, exchange rates and the yield curve. With negative yields, is monetary policy dead?

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CFA® Level I: 10 topics in 10 weeks – Topic #4: Financial Reporting & Analysis (FRA)

Category: Blog

Struggling with CFA LI Accounting? Watch this series of 10 videos as Dianne Ramdeen, CFA, (@RamdeenDianne) provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic 4: FRA!https://youtu.be/5hYRjcH4Mog

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CFA® Level I: 10 topics in 10 weeks – Topic #3: Economics

Category: Blog

Struggling with CFA LI Economics? Watch this series of 10 videos as Dianne Ramdeen (Twitter: @RamdeenDianne), CFA, provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic 3 – Economics!https://youtu.be/DniThbsy32w

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CFA® Level I: 10 topics in 10 weeks – Topic #2: Quantitative Techniques

Category: Blog

Watch this series of 10 videos as Dianne Ramdeen (Twitter: @RamdeenDianne), CFA, provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam. Topic 2 – Quants!

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CFA® Tips: Number 4 – Ethics

Category: Blog

Tackling questions on ethics from the CFA® Program curriculum can be tough without the right technique. Watch as Nicholas Blain, CFA, demonstrates the valuable skill of decomposing questions to identify relevant points and “red herrings” in order to arrive at the right answer!

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CFA® Level I: 10 topics in 10 weeks Topic #1: Ethical & Professional Standards

Category: Blog

Watch this series of 10 videos as Dianne Ramdeen (Twitter: @RamdeenDianne), CFA, provides a topic by topic overview of CFA Level I and cuts through to the heart of what you need to focus on to pass the exam.

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WeWork IPO: tempted to invest in WeWork shares?

Category: Blog

Listen to Nicholas Blain (@njblain) to hear his views on the company that denies it operates serviced offices.https://youtu.be/LMpgk9yDY7c

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The Sun Lounger Conundrum

Category: Blog

The economics and utility of a sun lounger at the peak of the holiday season, and how to increase the collective lounger utility of all guests. As the peak holiday season draws to a close and we head back to the office we can look back with yearning on those beautiful holiday snaps of us […]

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CFATips #2: CFA Level I & II exam results are out – what now?

Category: Blog

CFATips #2: CFA Level I & II exam results are out – what now? Whether you passed or failed your CFA Level I or II exam you should prepare your next step and move forward, as Nicholas Blain, CFA, executive and head tutor at Quartic Training advises.

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Curriculum Changes to the CFA® Program 2019 to 2020

Category: Blog

Announcement Nicholas Blain, CFA, head tutor and chief executive of Quartic summarises all the key changes to CFA® Program curriculum changes 2019 to 2020.

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CFATips #1: Study Smart the Quartic Way!

Category: Blog

Study Smart! Find out how to study smart the way examiners find their way in the study material presented by Nicholas Blain, CFA, executive and head tutor at Quartic Training.

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CFA® June 2020 Exam Information

Category: Blog

Quartic is proud to present for all the diligent early birds out there the comprehensive information relating to the CFA® 2020 June exam in one information sheet. Get to know the exam registration schedule, the exam dates, the pricing and a detailed timeline until (Dreaded) D-day. You can download your copy by clicking on the […]

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Facebook’s Libra stablecoin – A blockchain without the blocks (or chain)?

Category: Blog

Announcement & initial reception Facebook announced its new global cryptocurrency, the Libra coin, on 18th June 2019 as well as a new subsidiary, Calibra, which will handle its Libra-related business interests (Calibra is also the name of the wallet app offered by Facebook to Libra users). The launch date for Libra has not been announced […]

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Fintech: (re)learning public key cryptography

Category: Blog

Cryptography is all around us and has been for millennia. The ancient Egyptians used non-standard hieroglyphs some four thousand years ago. More recently the decryption of the Nazi Enigma machine messages potentially reduced the Second World War by several years. And no doubt school children of every generation have used codes so that the teacher […]

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CFA® June exams: Getting over the final hurdle!

Category: Blog

The evenings are getting brighter and the temperature is rising.  For some this means looking forward to summer barbeques and evenings out.  But for CFA candidates it’s a sign that the June exams are approaching. With only a few weeks left, it’s important to refocus your energies, consolidate your knowledge and give yourself that final […]

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CFA® questions: some Top Tips for each level

Category: Blog

As you move into the final stages of your revision for the CFA exam, Nicholas Blain, CFA, and Dianne Ramdeen, CFA, explain some useful and intuitive shortcuts on some challenging exam-style questions at Levels I, II and III of the CFA Program. 1. Level I Fixed Income: valuing floating rate bonds Question A semi-annual pay […]

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Introducing the new Q-Sheet for CFA® Level I

Category: Blog

Quartic is proud to publish a new CFA Level I Revision tool, the summary Q-Sheet. This guide includes the key points and formulae that you need to get through the Level I exam of the CFA Program, a handy pocket-size précis to help you with thousands of concepts and calculations. You will see a number […]

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CFA exam changes. What you really need to know.

Category: Blog

What do the CFA® exam changes mean for you? Making sense of the latest announcements regarding changes to the CFA exams. by Dianne Ramdeen Some important announcements were made by CFA Institute a few days ago regarding changes to the exams.  Now that everyone has had their rant, it’s time for some clarity. There are […]

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IFRS 16 – Leases update

Category: Blog

by Dianne Ramdeen The International Accounting Standards Board (IASB) has published a new standard on leases, IFRS 16, which will be effective for reporting periods beginning on or after 1 January 2019.  This new standard replaces the previous standard IAS 17. Background to leases Under current accounting rules when a company leases an asset, the […]

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Getting to know SONIA

Category: Blog

by Dianne Ramdeen The Bank of England and the FCA have been working together to catalyse a transition away from the well-known, slightly infamous but, nevertheless, ubiquitous and widely used LIBOR to the lesser known SONIA by 2021. The Sterling Overnight Index Average (SONIA) was initiated in 1997 by the Wholesale Markets Brokers’ Association and […]

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Inventory Management and the Ice-lolly Stand

Category: Blog

by Nicholas Blain If you have studied working capital management, or ever run a business that makes things, you’ll be fully familiar with inventory management. Stock costs money. Lots of it. First of all you have to pay for the stuff (cash outflow), then you have to store it, keep it dry or wet or […]

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CFA curriculum changes 2018/2017

Category: Blog

With bookings open now for June 2018, our chief executive Nicholas Blain, CFA, reviews the changes from 2017 at all three levels to the new curriculum. Please note that if you are sitting the December 2017 CFA Level I exam then this does not apply to you, as the curriculum is unchanged from June to […]

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Bank of England Panel – 23 February 2017

Category: Blog

On Thursday, our CEO Nick represented Quartic on the London Regional Business Panel at the Bank of England. This is organised by ICAEW, the body of chartered accountants (and of which Nick is a Fellow), and helps to provide business opinions that feed through to the Monetary Policy Committee. The 12-strong panel represented C-suite staff […]

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CFA Level I curriculum 2017 – changes from 2016

Category: Blog

The big update is Economics (though don’t get too fearful), but with a new reading in each of Ethics and Corporate Finance. Corporate Finance has lost a reading to make up. Financial Reporting & Analysis has had minor updates on three readings: Understanding Income Statements, Long-Lived Assets, and Financial Reporting Quality. These are all pretty […]

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CFA Level II curriculum 2017 – changes from 2016

Category: Blog

Changes to the Level II CFA curriculum in 2017 are heavily focused on Derivatives, a topic that has been entirely rewritten. However there are also two new readings on Portfolio Management (yes, in addition to the three new PM readings in 2016), and the Commodities chapter in Alternative Investments has been rewritten with a big […]

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CFA Level III curriculum 2017 – changes from 2016

Category: Blog

The changes to the Level III CFA curriculum in 2017 are on the topic “Risk Management for Individuals” within the Private Wealth Management study session. More specifically, these are the changes: The Level III curriculum remains largely unchanged this year, with only one reading being replaced. Reading 12 (“Lifetime Financial Advice”) has been replaced by the […]

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CFA Program Exam Calendar – June 2016 Exam

Category: Blog

June 2016 Exam Calendar (Levels I, II, and III) 4 June Exam day June–July Exams graded 26–27 July Level I and II exam results will be emailed 26 July, after 9:00 a.m. ET. Results will be available online 27 July, after 9:00 a.m. ET. 9–10 August Level III exam results will be emailed 9 August, after 9:00 a.m. ET. […]

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Watch this space…

Category: Blog

   

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CFA Level III start up tips

Category: Blog

If you have signed up for the Level III exam, no doubt you will have heard that this level is slightly different to the previous two. You might wonder in what way and what your best strategy for success is.  1.      Exam format The morning section of the exam is “essay style”, or “constructed response” as […]

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CFA Level I December 2015 Exam Results – Next Steps

Category: Blog

  Those of you who sat the CFA Level I exam in December will probably be wondering how you did. It’s been seven weeks now and although I’m sure you’ve enjoyed the time off from studying it’s time to find out how you did and consider your next steps.   From experience we know this […]

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CFA Levels I, II and III June 2016 exam registration deadlines and fees

Category: Blog

For candidates who are still yet to register for the June 2016 exam, please note the dates to register and registration fees are as follows; Early registration fee                      Deadline passed                      28th September 2015Standard registration fee […]

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When is a good time to start studying for the CFA June exam?

Category: Blog

Candidates often either start studying too late or too early (and burn out before the exam). Whilst cramming all the material at the last minute might work for some, in general, this will not be a successful strategy for most candidates. In addition, if you only study for the exam, you will likely forget most […]

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CFA Level I curriculum 2016 – changes from 2015 to 2016

Category: Blog

  The Level I changes from 2015 to 2016 cover five of the ten topics, though most updates are relatively minor. In fact there is only one brand new reading, which is … Portfolio Management: Risk Management (Reading 42) This reading is entirely descriptive, with barely a single number appearing in its pages. Risk management […]

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CFA Level II curriculum 2016 – changes from 2015 to 2016

Category: Blog

Let’s start with the Big One. Portfolio Management: Readings 53, 54 and 55 Three out of four readings are new, and the unchanged one (56) is the straightforward description of investment policy statements. Reading 53: An Introduction to Multifactor Models. To be fair much of the content here was in the previous incarnation of the […]

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CFA Level III – changes from the 2015 vs 2016 curriculum

Category: Blog

Good news for anyone resitting Level III in 2016. The curriculum has barely changed from 2015, however, we are still updating our materials at Quartic training to ensure our students receive the best possible training materials (the 2016 materials will include new diagrams and examples etc). These new materials are being developed at the moment […]

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Wiley – Level I CFA Study Guides

Category: Blog

Quartic Training is pleased to confirm we are now stocking Wiley Study Guides Thousands of candidates from more than 100 countries have relied on Wiley Study Guides to provide everything they need to pass the CFA® exam. Level I CFA Study Guides               £150.00 In 5 volumes with over 1,000 easy to use, colour coded pages […]

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CFA Level I – Dcember Exam Results

Category: Blog

For the CFA candidates who sat the their Level I exam in December 2014 will have to wait until the 27 January 2015 to receive their results. Candidates will receive an email with their results on 27 January 2015 ET. Results will be available online on 28 January, after 9:00 a.m. ET  

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CFA / IMC / Financial Markets Tutor, City of London

Category: Blog

CFA / IMC / Financial Markets Tutor, City of London £competitive, full-time and part-time Quartic Training is an exciting and dynamic firm in the City specialising in training for the Chartered Financial Analyst (CFA®) Program, the Investment Management Certificate and the financial markets. We are seeking enthusiastic and motivated instructors to join the teaching team. […]

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Chartered Financial Analyst, CFA Level I curriculum updates 2015 vs 2014

Category: Blog

The Level I CFA curriculum in 2015 has been updated in quite a few topics. In summary, the following changes have been made: Ethics: a new edition of the Standards of Practice Handbook has entered the curriculum, in particular Standards IV(C), V(B) and VII(A) Quantitative Methods: updated examples, though no substantive changes to learning outcomes […]

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2015 Major changes for Level III (ignoring minor tweaks on LOSs)

Category: Blog

2015 Major changes for Level III (ignoring minor tweaks on LOSs) SS2, Reading 3 “Ethics in Practice” has been dropped SS4, Reading 9 – some LOSs omitted SS4 (“Private Wealth Management”) has been split into two sessions (SS4 and SS5). SS6 (“Capital Market Expectations in Portfolio Management”) and SS7 (“Economic Concepts for Asset Valuation in […]

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Top Tips for passing CFA Level III

Category: Blog

The Level III CFA exam can be the most intimidating for some because of the dreaded “essay questions”. We hope these useful tips will help in your preparation for the final hurdle. 1.    General format The morning session of the CFA III exam has a maximum score of 180 points and will include 10-15 essay […]

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CFA Results – June 2014

Category: Blog

CFA Institute has published dates for the June 2013 results.   The dates are as follows:  – CFA Level I results – 29 July 2014 – CFA Level II results – 29 July 2014 – CFA Level III results – 12 August 2014   Will there be an improvement on the 2013 June results: – […]

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CFA candidates on the increase

Category: Blog

The CFA  Institute publishes its historic pass rates on their website.  There is some interesting data that can be found.  1. The total number of CFA candidates that have taken the CFA Level I exam from 1963 to 2013 was 1,878,714.  2. The total number of CFA candidates that have taken the CFA Level I exam from 2004 to […]

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Free Chartered Financial Analyst (CFA) Start-up – Saturday 2nd August 2014

Category: Blog

Quartic Training are hosting a free one-day CFA® Start-up class on Saturday 2nd August 2014 at our City training centre:  This Level I start-up is designed for those with little financial background, giving an introduction to basic accounting, quants and asset valuation. The focus is on financial statements, time value of money, statistics and asset […]

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Winner of CFA course

Category: Blog

Quartic Training is pleased to announce the winner of the Free CFA course. Last Saturday we hosted free drinks at the Fox Bar for CFA candidates who had taken the exam.  At the end of the evening we did the draw. We are pleased to confirm the lucky winner is Suzanna King who has just […]

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CFA Level I and II – sample question tips

Category: Blog

1. Level I Fixed Income: valuing floating rate bonds Question A semi-annual pay floating-rate note pays a coupon of Libor + 60 bps, with exactly three years to maturity. If the required margin is 40 bps and Libor is quoted today at 1.20% then the value of the bond is closest to:   A 99.42 […]

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Looking for a Career start: – Quartic Training is attending a International Student (Non EU) Careers Fair in London

Category: Blog

Every year, tens of thousands of international students leave their families and friends to come to study in the UK. However, years later, most of them leave UK without any work experience, needless to say full time work permit (Tier 2) offer. This places them to a disadvantaged position when they are trying to compete […]

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Who of you remember the film Pretty Woman with Julian Roberts and Richard Gere

Category: Blog

Pretty Woman and the CFA Program One of those great classic films on television recently was Pretty Woman with Julia Roberts and Richard Gere. As I watched this, various financial topics came to mind. To start with, Edward Lewis’s business is a vulture investor: buying up distressed firms and selling the parts for more than […]

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Free CFA Course – Winner

Category: Blog

Quartic Training hosted free drinks at the Fox Bar for CFA candidates who had attempted the CFA Level I exm.  At the end of the evening one lucky winner won a fee CFA course to the value of £2,000.00. We are pleased to confirm the lucky winner was Mr Charlie Wong. To watch the draw, […]

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CFA Level II (2014) – Alternative Investments – New chapter on commodities

Category: Blog

We continue our discussion of new Level II readings. Within Alternative Investments, there is a new chapter on commodities, A Primer on Commodity Investing. The reading begins with a list of market participants: hedgers, speculators, arbitrageurs … no surprises so far. It then breaks down commodities into the various sectors: energy, metals, livestock, and agriculture. […]

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CFA Level II Equity has two new readings for 2014

Category: Blog

CFA Level II Equity has two new readings for 2014. No readings have been replaced, so the whole three-study session topic has got a little longer. CFA Level II, Reading 33: Your Strategy Needs a Strategy This short reading analyses industries on two dimensions: Predictability (to what extent the industry’s future can be foreseen accurately), […]

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Student discounts – University of Westminster – Career Day – 2nd October 2013

Category: Blog

Quartic Training attended the University of Westminster career day on the 2nd October.  The fair was a grand success. There was 52 employers and over 2000 students participating. The students have found the event to be very valuable and have enjoyed meeting employers from a broad spectrum of industries. Quartic staff met with over one hundred students […]

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CFA 2013 Level III Exam Results

Category: Blog

CFA 2013 Level III Exam results Results for the notoriously difficult Chartered Financial Analyst (CFA) Level III exam are out and only 49% of candidates passed.  This year there were 25,766 candidates that took the Level III exam of which 12,607 passed. The pass rate dropped below 50% for the first time since 2010.View the full […]

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2014 CFA Level II curriculum, there are ten new readings that candidates need to cover

Category: Blog

CFA Level II 2014 curriculum updates: Portfolio Management – Residual Risk and Return: the Information Ratio For the 2014 CFA Level II curriculum, there are ten new readings that candidates need to cover. These will be of particular interest to repeating Level II candidates, as they contain new material that will need to be mastered […]

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Strategy implementation is one of the fastest growing areas for business leaders

Category: Blog

Quartic Training’s strategy implementation partner, Bridges Business Consultancy, has just launched an information-packed Implementation Hub.   Strategy implementation is one of the fastest growing areas for business leaders. If you’re looking online about this new field, you no longer have to open and close an endless number of websites and blogs to find what you […]

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What were the pass rates for CFA June 2013

Category: Blog

There were a higher number of candidates passing CFA Level I in June 2013 compared to 2014, Level III candidates will have to wait until 7 August to receive their results, If you were unsuccessful, please contact us as we have a up to 50% re-sit discounts available.  Pass Rates June 2013 Exam Pass Rates […]

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Bank of England divided over its approach

Category: Blog

Article written by Eve Cook Bank of England divided over its approach In the UK, the Bank of England (BoE) remains divided on the issue of stimulus programs. Earlier this month it acknowledged that market volatility was likely to continue, due to the uncertain direction of US monetary policy. Minutes of the BoE’s latest policy meeting […]

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New courses added to our Financial Markets catalogue

Category: Blog

New courses added to our Financial Markets catalogue Quartic Training is pleased to annouce four courses that have been added to our Financial Markets catalogue. Both courses are being delivered by Paul Meadows who has recently joined our facality.  Paul has ten years experience designing and delivering both Public and tailored in-house training programmes, with audiences ranging from […]

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Beginning of the end? Market jitters over stimulus programs

Category: Blog

Beginning of the end? Market jitters over stimulus programs Article written by Eve Cook The FTSE-100 dipped earlier this month to more realistic levels, but it took a further 3 per cent tumble on 20th June following the US Federal (Fed) Reserve’s indication that it plans to put the brakes on its stimulus program. Chairman Ben Bernanke said […]

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CFA Exam Results

Category: Blog

Did you sit your CFA exam in June 2013? What date are CFA June 2013 results published?   June 2013 Candidates Level I and Level II exam results will be emailed on 23 July 2013, after 9:00 a.m. ET. They will be available online 24 July 2013, after 9:00 a.m. ET. Level III exam results will be […]

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So the FTSE-100 has dropped to slightly more realistic levels over the last month.

Category: Blog

So the FTSE-100 has dropped to slightly more realistic levels over the last month. Written by: Nicholas Blain Although the recent peak of 6840 is still below the all-time high just hours before the millennium began, prices have been rather frothy of late. Stock prices are a classic leading economic indicator: if you think the economy […]

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Free one-day CFA start-up course – Saturday 17th August 2013

Category: Blog

How Serious are you about your Banking and Finance Career? Quartic Training is hosting a free one-day CFA start-up course on Saturday 17th August 2013. The Level I start-up is designed for those with little financial background. This one day course provides an introduction to basic accounting, quants and asset valuation. The focus is on […]

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Uncooking the books

Category: Blog

Uncooking the books  Written by: Nicholas Blain One of the most interesting tasks of financial analysts is trying to understand when a company is “managing” the earnings. You can interpret the word “managing” as diplomatically as you like, but think of it here as a deliberate attempt to show a manipulated set of financial results. Candidates […]

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Join us for drinks Canary Wharf

Category: Blog

London CFA candidates: a group of us are meeting informally at Cafe Rouge in Canary Wharf this Friday, from 5:30-ish. Please come and join us if you are in the area.

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CFA Candidates – Win a Free CFA course up to £2,000.00

Category: Blog

Quartic Training hosted free drinks all CFA candidates after the exam Thank-you to all CFA candidates who joined us for a drink after the exam. at the end of the evening there was a draw for the free CFA course.  Details will follow……    

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New courses added to our Financial Markets catalogue

Category: Blog

New courses added to our Financial Markets catalogue Quartic Training is pleased to annouce two courses that have been added to our Financial Markets catalogue. Both courses are being delivered by Michael Stafferton who has recently joined our facality.   He has been providing training, primarily for banks and asset managers, on a broad range of […]

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To all candidates who are taking their CFA exams this weekend

Category: Blog

As you enter your final week of revision, this is to wish you all the best for the exam. We will be offering tips and advice over the last few days, and will be in the Fox Bar immediately afterwards to provide some liquid congratulations. Good luck!

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CFA Level II Corporate Finance

Category: Blog

CFA Level II Corporate Finance Written by: Nicholas Blain If you have been confused over the difference between a “spin-off” and a “split-off”, consider the current situation at Pfizer. They will be splitting off 80% of their Zoetis business: this means that current Pfizer shareholders will be offered Zoetis shares IN EXCHANGE for their Pfizer shares. […]

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Investment Management Certificate course

Category: Blog

Book now for the next IMC classroom course on May 20th. Full course video recordings are also available now. Quartic Training is here to help you succeed in your IMC exams even if you are unable to come to class. Whether you are too far from our training venues or simply unable to provide the […]

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Apple tax and the Prisoners’ Dilemma

Category: Blog

Corporate governance tells us that the management of a company has a primary responsibility of maximising shareholder value. In a pure sense, this includes minimising the company’s tax bill using whatever legal means are available to it. Of course there are external ramifications of abusing other stakeholders (think garment industry and Bangladeshi workers), but this […]

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CFA Institute has launched the new Claritas® Investment Certificate.

Category: Blog

Claritas® Investment Certificate cfainstitute.org The Claritas® Investment Certificate is a new global self-study education program and exam designed to give anyone working in financial services a clear understanding of the investment industry and their professional responsibilities within it. Focused on the essentials of finance, ethics, and investment roles, the program requires approximately 100 hours of study […]

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How the CFA can build professional integrity – New Claritas Investment Certificate

Category: Blog

City AM published a news article on the CFA and the new Claritas Investment Certificate, to view the article, please visit http://www.cityam.com/article/how-cfa-can-build-professional-integrity Principled investors are cashing in as trust falls CONSUMER confidence in financial services is lower than ever. YouGov recently found that 70 per cent of the public believe banks are driven by greed, and […]

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UBS and the LIBOR scandal

Category: Blog

Today’s top business story is that UBS is being fined a record $1.5 billion for their part in the LIBOR scandal. This may seem quite a lot of money, but it may appear to be a penalty distributed unfairly. First of all, how much damage was done? The sheer impact on the world was staggeringly […]

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Chartered Financial Analyst – CFA Candidates – Get the Financial Modelling skills

Category: Blog

Financial modelling is the umbrella term used for a set of practical skills, techniques, methodologies and disciplines used to create a graphic analytical tool. This tool is used to aid understanding and decision making in areas such as financial planning, investment analysis, valuation and strategy. The modern business environment now expects everyone to have at […]

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CFA charter has won converts beyond investment analysis

Category: Blog

City AM published a news article on the CFA , to view the article, please visit – http://www.cityam.com/article/cfa-charter-has-won-converts-beyond-investment-analysis THE Chartered Financial Analyst (CFA) charter is widely considered to be the professional credential of choice for the investment industry. Its course is designed to provide the full breadth of knowledge necessary to understand all the major investment […]

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Free class on Derivatives and Ethics for CFA Level I candidates

Category: Blog

This free class is open to all Quartic students that are studying CFA Level I full-time, part-time or distance learning.  This coming Monday, 18 February, we will be recording Level I Derivatives and Ethics for the online CFA classes (2013 curriculum) and you are invited to come to Quartic and listen in if you feel […]

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Free CFA Start-Up

Category: Blog

Quartic Training – London is offering a FREE Level I Start-Up class this Saturday.  We will cover Financial Reporting & Analysis, Quantitative Methods, Equity and Fixed Income.  Places are strictly limited, so please contact the office on 020 7776 7500 or email: to reserve your place. 

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CFA Program Identification Policy

Category: Blog

CFA Institute requires an international travel passport* from every candidate. This policy sets forth one global standard, in the form of a single document that is both internationally obtainable and recognizable, that allows us to confirm the identity of our candidates, and to ensure that all candidates receive identical treatment during the exam day admissions process. […]

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CFA Mock Exam – Last chance CFA Level I

Category: Blog

The Price is £50.00 inc VAT.  Our target is to turn around the marking, providing all of you with results – scores, quartiles,deciles if necessary – within *90 minutes* of the end of the afternoon paper. If you are interested in attending please visit www.quartic-training.co.uk

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Are you CFA Level I? – Watch our free Texas Instruments BA II PLUS calculator tutorial.

Category: Blog

Quartic Training is giving a free calulator tutorial for the Texas Instruments BA II PLUS.  To watch the Texas Instruments BA II PLUS tutorial, please visit  https://www.quartic-training.co.uk/home/free_calculator_tutorial  

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Do you have the skills to write CFA exam questions?

Category: Blog

Quartic Training is trying to identify some current or recent CFA candidates who can assist us with developing some classroom materials, in particular CFA Level II item set questions. In particular, we would like to hear from those of you who: • Have excellent English writing skills• Can write clear and unambiguous descriptions of a […]

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CFA Candidates – Careers Seminars: Interview Skills Workshop this Friday

Category: Blog

It is said that an interviewer makes his or her decision in the first five seconds. Even if this may be an overstatement, the first impression is critical. You need to ensure that from start to finish you are fully prepared and you give the interviewer every reason to like you and to want you […]

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Are you taking the CFA Level II exam in 2013?

Category: Blog

Quartic Training started our CFA Level II recordings in September, enrol now to get access to the recordings before the classes start in February. 

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Chartered Financial Analyst (CFA) free start-up on Saturday 21 July

Category: Blog

The Level I start-up is designed for those with little financial background. This one day course provides an introduction to basic accounting, quants and asset valuation. The focus is on financial statements, time value of money, statistics and asset valuation, and provides candidates with a broad introduction to many of the topics that will be […]

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CFA Complete – Are you looking to study all three CFA Levels full-time.

Category: Blog

NINE MONTH and YEAR-LONG COURSES Quartic Training also offer 9 month and year-long Level I and Level II full-time CFA® courses; giving students even more class time and support, and improving the chances of a first-time pass. Please visit the following link for full-time courses. https://www.quartic-training.co.uk/cfa_program/full_time    

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The CFA: A qualification defined by ethics

Category: Blog

City AM published a news article on the CFA , to view the article, please visit – http://www.cityam.com/article/cfa-qualification-defined-ethics FOR investment professionals with an eye to further their careers, the Chartered Financial Analyst (CFA) qualification provides a broad-based foundation. Described by the CFA Institute as “a globally recognised, graduate-level investment credential,” the course takes place on three […]

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Maths and the Investment Management Certificate

Category: Blog

For many IMC candidates the algebra of finance can be daunting: annuities, option payoffs, time weighted return, not to mention interest rate parity and linear regression. How do you approach this for the exam? We cannot reduce the number of numerical questions in the exam, but we can certainly reduce the workload and stress. When […]

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Chartered Financial Analysts open doors

Category: Blog

City AM published a news article on the CFA , to view the article, please visit – http://www.cityam.com/article/chartered-financial-analysts-open-doors DANIEL MURRAYEFG ASSET MANAGEMENT DR DANIEL Murray, global head of research at EFG Asset Management, decided to undertake the chartered financial analyst (CFA) qualification when he realised that, although very well-qualified academically, he “wasn’t always speaking the same […]

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