CFA : Chartered Financial Analyst


 

EGG Academy trains financial professionals who are interested in investment management skills and real life financial risk management knowledge that will help them obtain a career path and professional designation.
Our classes are taught by accomplished professionals from the financial industry, who can teach students knowledge and skills needed to succeed in their career goals.
This program is suitable for Banking, Investment, Insurance, IT, Analytics and Audit professionals with an interest in investment management and risk management.

It is also beneficial for Mathematics, Statistics, Economics, Business, Finance graduates who are interested in investment management and financial risk management careers.

 

 

EGG Risklab works three ways:

 1 – CFA Curriculum Training

 

Prepare students writing the CFA exams and also to develop students with solid foundation of finance knowledge by using the comprehensive CFA curriculum

Prepare students writing the CFA exams and also to develop students with solid foundation of finance knowledge by using the comprehensive CFA curriculum

 

2 – Research Program

 

To further develop students with depth and breadth knowledge in some selected areas. We would receive research topics from industry firms with possible internship opportunities, so that students can become well prepared in a given area before they start their internship. Examples of Research topics include:

01

Alternative versus traditional investments

02

The omega function as a measure of portfolio performance.

03

Investment factors methodologies and implementation

04

Use of unstructured data to perform mathematical analysis of financial variables.

05

The meaning of smart beta investment products

06

Machine Learning and Artificial Intelligence in the regulatory context

07

Using Blockchain in a financial environment

08

Housing Markets and regulation in Canada

09

Mortgage Business and regulation in canada

10

Mortgage insurance in Canada and USA

 3 – Alumni Club


Allows students to be part of a growing network of alumni through our Experience Sharing Initiative that entitles students to:

 

3.1

Share experiences with fellow alumni students

3.2

Connect with Industry leaders who are committed to our monthly guest speaker seminars

3.3

Panel discussions in relevant issues.

Testimonials

I am a graduate student of Mathematical Application in Economics and Finance Specialist at Oxford University. There are relatively few finance-related courses in the school curriculum, and the opportunities I had to enter the financial industry was very limited, so I decided to take the CFA certificate. At that time, Risklab’s CFA program had five financial practitioners in different sector’ fields as lecturers, and they showed students their own unique industry insights during their class. Compared with other institutions, we had the advantages of networking and industry insight, and it was also helpful for the exam. Passing the first-level exam helped me apply for MMF Master of Mathematical Finance at the university of Toronto. I could show my financial background knowledge to the admissions party, and I could discuss relevant interview questions with the examiner smoothly. As a widely accepted certificate in the industry, it was also very helpful for me to find internships, especially during the written examination and interviews of the internship.

Gloria Xu

Graduate Student in Oxford University

Taking the CFA curriculum at Risklab has positively influenced me on both academic and professional trajectory. I am currently a data analyst in the industry, and I took the CFA curriculum during my third year of university. Back then, it was a weekly class, the lecturers that Risklab invited were all financial professionals with outstanding achievements from the industry. The books we used in class were specially compiled by the lecturers based on the content of the exam and their own experience. It was clear and straightforward. Both lecturers and TAs were very responsible in and off class. Aside from the main lectures, another reason why I would recommend this curriculum is Risklab introduces research/internship opportunities as well as plenty of events meeting professionals from financial and data science industries to its students. I got my first internship opportunity introduced by Prof. Peng during the last year of school and it is known how difficult for an international student with no Co-op nor PEY background getting the internship opportunity in data science. I really appreciate what I gained from this CFA curriculum. It is well-designed for the CFA exams as well as discovering the financial/ fintech industries.

Z. Zhu

Skills Needed for the program

 

Some knowledge of finance, economics, management, math and statistics

60%

Analytical Skills

100%

Excel Modelling

100%

         – Decision making and communication skills

100%

         – Quantitative Skills

100%

Benefits of the Program

The CFA program lets you obtain a series of useful benefits that will remain relevant through the next professional steps you take in life; they are outlined below:

Application success rate

Strong value addition to your skills, credentials and C.V

Salary difference

Lucrative career options in Investment, Asset Management, Trading, etc

Internship possibilities

Start your career in the right track

Advance in your professional career

This program aims to provide real world
examples that will enable our trainees get a jump start in their careers in investment
management and financial risk management

CFA Exam

Help program trainees to pass the CFA exam

Apply research learning in financial sectors

Provides a strong foundation of advanced investment analysis. Holders of these destinations go on to have positions such as Chief Investment Officer, Portfolio Manager, Equity Analyst among other.