The Macau Institute of Financial Services has introduced the online exam preparation solutions offered by Kaplan to Macau, aiming to support local candidates to prepare and pass the Chartered Financial Analyst (CFA®) exam.

CFA: Achieve the Highest Distinction Investment Designation in the World
Described by The Economist as the “gold standard”, the CFA Program is a widely acknowledged qualification for evaluating the skill, experience, and ethics of professionals who are looking to excel in the field of investments. The acquisition of the CFA Charter in Macau or anywhere across the world exhibits a comprehensive understanding of advanced investment and portfolio management, that will open multiple opportunities in various stage of your career.

• Globally recognized certification

• Advanced analytical skills in portfolio management

• Real-world skills for investment decision-making
  
  

Learn more about the CFA Program

Benefit from Kaplan’s Proven Exam Prep Solutions
Kaplan offers two flexible learning solutions to suit your learning preferences:

• Online Classes – Attend choice of Cantonese or English class on your own schedule with video lectures, delivered by Hong Kong’s best trainers catering the Asian market

• Online Full Package - Our recommended and most popular study option giving you a wide range of tools for exam success:

• Online Education (54 – 60 hours): work your way through the curriculum

• Online Revision (27 hours):  build expertise of new knowledge through question practice and application

• Online Mock and Online Review (7.5 hours) – Evaluate your performance and identify areas for improvement

• Schweser Essential Package (Print & Online)

• Schweser Study Packages – Comprehensive study materials with many self-study tools, such as SchweserNotes™, QBank, Secret Sauce, that complement your studies.

Refer to the Course Brochure for all Online Classes and Schweser Study Package Options.

Why Kaplan for CFA Exam Prep

• 96% Satisfaction Rate – Students highly recommend Kaplan to other candidates

• Proven Success - Over 24 years of proven success in preparing over 16,000 candidates in Hong Kong

• Expert Trainers – Learn from charterholders who have years of teaching experience and industry credentials

• Flexible Options – suit your learning style and preferred language (Cantonese or English)

• World Class Study Materials - Huge pool of quality videos, question bank and other resources that sharpen, trainer and perfect your exam skillset

• Free Online Access Extension - Maximum extension of 6 months^ past the original subscription end date for your chosen 2021 exam window

Our Expert Trainers

• Dr Kyle Wong PhD (Cornell), CFA, FRM - Over 15 years of training experience in the CFA program, licensing exams, capital market, portfolio management and risk management; Ex Merrill Lynch, HSBC and Citi

• Mr J. Lam MSc. Financial Mathematics (HKUST), CFA – Over 12 years of experience in asset management, portfolio management, risk management, hedge fund and structured products; best known for his ability to distill complex concepts into simple ideas

• Mr Jonathan Lau BA Econ (Cambridge), CFA – Passionate trainer; ex Deutsche Bank and head of research of an asset management company based in London with over US$13bn in AUM

• Mr Larry Yuen MSc, MFE, CFA, CAIA, FCA – Over 20 years of experience spanning across wealth management and capital markets, with specialization in accounting, portfolio management and fund management; previously held senior positions at Citi, Deutsche Bank and Schroder

What Kaplan Students Say
“I always choose my learning partner very carefully, making sure that I am getting the right professional qualification. Kaplan helped me to achieve it in the right way! Kaplan trainers have strong financial backgrounds and are highly experienced in teaching for professional examinations. They do not just teach the knowledge, but also dynamically share their professional experience and explaining exam-taking techniques.”
Marcus Lo (watch video)

“Kaplan trainers explained the difficult investment concepts well and make them easier to understand. They help me master the exam and achieve maximum results in both exam and career.”
Anthony Tran (watch video)

“I have passed CFA Level I exam with total grade among the top 10% of global candidates. Since thanks to my trainer for his great teaching and to Kaplan for the extremely excellent course design and course materials. Without the help, I might not be able to achieve this result at all.”
Esther Liu Yangzi

“Kaplan’s prep course is incredibly helpful. We had a great teacher – engaging, enthusiastic, helpful and highly exam-focused. I’m grateful for his detailed, step-by-step approaches in teaching us how to answer exam questions.”
Sarah Peterson

(*Return form by Email: hkcfa@kaplan.com)

About Kaplan

Kaplan is one of the world's largest and most diverse education providers. Providing career and academic success for companies and professionals has been our only business since 1938. Annually, Kaplan trains over 1 million students worldwide and 10,000+ global businesses, including the top banks and Big 4. Our powerful learning solutions are backed by global course design and research, tabled by Kaplan’s trainers, instructional designers and learning scientists with years of expertise and experience.

In Hong Kong, Kaplan is most well known for our expertise in financial and accountancy training, making us Hong Kong’s No. 1 CFA prep provider. Kaplan is the trusted CFA prep provider for Hong Kong’s top banks, investment houses, accounting firms and business schools. We design all of our programs to meet our client’s challenges by gaining an in-depth understanding of the organization’s culture and derive at most-suited delivery mechanisms - through collaborative customization. Contact Ms Janet Sin for more information.

Course Enquiry:         +852 2526 3686
Fax:                            +852 2501 0589
Email:                         hkcfa@kaplan.com

^ Only applicable to students enrolled in 2021 Education and/or Revision Phase. Extension will only be applied once. Terms and conditions apply. Please refer to the course brochure for details.