We serve God by serving People

HKITI

Chartered Financial Analyst

CFA Level I
2017 December
COURSE OBJECTIVE
We aim to train students with comprehensive knowledge in investment and finance, asset
valuation and portfolio management. Throughout the class, our trainer will arouse the interest of
the students in the subject of finance and investment through real life examples under Hong
Kong context.

WHY HKITI?
Studying CFA is many students big investment in their career life,
DO NOT risk your time and money in a school that lacks quality and experience.

QUALITY TEACHING (our students rate us at 4.78 over 5.0)

FIRST SCHOOL in Hong Kong to provide CANTONESE TEACHING FOR ALL 3 LEVELS

SMALL CLASS SIZE to allow you to freely ask questions and receive feedback promptly

FULL TIME CFA LECTURER since 2005

FULL MOCK EXAMINATION questions with explanations

PRACTICAL teaching materials with real company financial analysis as example

Tel 6283 7144 6283 7144 Email cfa@hkiti.com.hk www.hkiti.com.hk

 LECTURER
Ted specialises in investment, asset valuation and economics. He has over 10 years
of experiences in teaching all three levels of CFA courses and more than 10 years of
experiences in investment research. Ted conducted research on property market as
well as financial analysis on investment projects in Hong Kong. He was once acted as
a consultant to MTRC and the Hong Kong Airport Authority and as an in-house trainer
for Langham Hotel Group.

Ted is highly applaud for his clarity in explaining difficult concepts and has taught over
1,000 CFA candidates. He was the CFA lecturer in Kaplan Financials and taught
Master of Finance program in the Open University of Hong Kong. He is also a Ted Kwan, CFA
columnist writer for Eduplus magazine (Singtao Newspaper Group).

Apart from teaching, Ted is the Chairman of Fullness Christian Social Enterprise Ltd,
aiming to provide vocational training for youth-at-risk in Hong Kong, which received
the Outstanding SE Award 2011 from the Hong Kong Government. He also served in
the Continue Education Committee of the Hong Kong Society of Financial Analysts
and received the Decennary Service Award in 2011.

Ted read his first degree in Hong Kong and subsequently a Master Degree in
Singapore. He is a CFA charterholder since 2001.

STUDENTS TESTIMONY
I followed Ted for all three levels of CFA study,
his lectures were clear and precise, . . . I could not
finished the CFA exams without your teaching.
Really thanks for your teaching these years.
- Jason, PCCW Engineer
It was a great experience of taking your level 3
course. Your notes were presented clearly and
in good order that helped me to understand the
curriculum easily. Your patience and prompt
response to my questions also impact me. Really
appreciate for your help.
- Ivan Wong, UOB Group
. . . Passed with all topics scored over
70% . . . esp. the accounting and ethics
sections (as a engineering background
student). Thanks to your excellent teaching
and practical tips in cracking questions . . .
Thanks again!
- Jeff
. . . I have passed CFA Level 2 exam.
Instead of just memorising every stuff
(like what I did in the past), . . . I had a better
understanding on the materials after your
teaching. Thank you once again".
- Christy, Bank of China

FREE SEMINAR
Our seminar provides detailed information about the CFA program and the examination. You will have a
chance to talk to our lecturer face to face and seek advice from professional who had worked as an
equity analyst before.

We will cover the following contents in our Free Seminar:

1. CFA curriculum changes over years
2. Pass rate analysis
3. Course and other reference materials
4. Career advice
. . . reserve a seat now at www.hkiti.com.hk

Tel 6283 7144 6283 7144 Email cfa@hkiti.com.hk www.hkiti.com.hk

 Join Our
Free Seminar
to enjoy $1000
LEVEL 1 (Cantonese Teaching) discount

Education, Mock and Revision (66 hours)

SUBJECT DATE TIME

Education

1. Quantitative Method 05 Aug 17 Sat 1:30pm - 6:30pm

2. Quantitative Method + FR&A 12 Aug 17 Sat 1:30pm - 6:30pm

3. Financial Reporting & Analysis 19 Aug 17 Sat 1:30pm - 6:30pm

4. Financial Reporting & Analysis 26 Aug 17 Sat 1:30pm - 6:30pm

5. Financial Reporting & Analysis 02 Sep 17 Sat 1:30pm - 6:30pm

6. Corporate Finance 09 Sep 17 Sat 1:30pm - 6:30pm

7. Economics 23 Sep 17 Sat 1:30pm - 6:30pm

8. Economics + Portfolio Management 30 Sep 17 Sat 1:30pm - 6:30pm

9. Equity + Fixed Income 07 Oct 17 Sat 1:30pm - 6:30pm

10. Fixed Income + Derivatives 21 Oct 17 Sat 1:30pm - 6:30pm

11. Derivatives + Alternatives Investments 04 Nov 17 Sat 1:30pm - 6:30pm

12. GIPS + Ethics 11 Nov 17 Sat 1:30pm - 6:30pm

Mock Exam & Revision

13. Mock Exam 25 Nov 17 Sat 10am - 1pm

14. Focused Revision 25 Nov 17 Sat 2pm - 5pm

Teaching Venue:
Unit 8A, Lee May Building, 788-790 Nathan Road, Kowloon
788-7908A (A)

Course Fee
HKD 9,800 for Education and Revision Course

Tel 6283 7144 6283 7144 Email cfa@hkiti.com.hk www.hkiti.com.hk

 Join Our
Free Seminar
to enjoy $1,000
FREE SEMINAR SIGNUP discount

Whatsapp: 6283 7144

Email: cfa@hkiti.com.hk

I would like to join the following free seminar:

Level I

04 June 2017 (Sun) 3-5pm

02 July 2017 (Sun) 3-5pm
30 July 2017 (Sun) 3-5pm

Venue:
8/F, Unit A, Lee May Building, 788-790 Nathan Road, Kowloon
788-7908A (A)

Full Name: Mr./Miss/Mrs./Ms. ________________________________

Telephone/Whatsapp: ________________________________
Email: ________________________________

Tel 6283 7144 6283 7144 Email cfa@hkiti.com.hk www.hkiti.com.hk

 COURSE REGISTRATION FORM

Email: cfa@hkiti.com.hk 6283 7144

I would like to register for the following Education, Mock & Revision class

Level I class (Commencement date: 05 Aug 2017)

Student Information
Referred by Friends Old student Google Yahoo

Full Name: Mr./Miss/Mrs./Ms.___________________________________________

Telephone: _______________________ Email: __________________________________
Address: _________________________________________________________________
Company: ____________________________ Position: ____________________________

Payment Method:

Cheque (Payable to "Hong Kong Investment Training Institute Limited")

(Mailing address: Unit 8A, Lee May Building, 788-790 Nathan Road, Mongkok, HK)

Direct Debit (Hang Seng Bank Account No. 383-527330-883)

(Please enclose a copy of your payment slip)

I hereby to certify that all the above information is accurate and I agree to the rules and
regulations of the course laid down in the course brochure.

Signature: ______________________ Date: _____________________

Refund policies and other Rules and Regulations

1. Collection of the fee is in accordance with the conditions stipulated in the Education (Exemption) (Private Schools Offering Non-
Formal Curriculum) Order. The fee is collected on an equal monthly basis. If the school fails to operate the course as scheduled,
the school will give the above student a full or partial refund. The above student should retain the receipt for refund purpose.
2. Students who register the course should make the first instalment payment (net amount) to Upfront Management School.
3. Enrolment will be recognised upon receipt of the first instalment payment before the commencement date of the course and the
student is liable to pay the remaining monthly instalments on the 1st day of each calendar month.
4. We will refund the students in full or in pro-rata the course fee collected within 7 days if the course cannot be operated as
scheduled.
5. The course fee received is non-transferable.
6. When typhoon signal no. 8 or black rain signal is hoisted on the day of the course, the class will be automatically cancelled. A
replacement class will be re-arranged on another day.
7. The course notes and materials distributed in class are subject to the law of copyright in Hong Kong. HKITI reserves the right to
take legal action to anyone who violates it.
8. Students are not allowed to record or video taped the class without prior consent of the course provider.
9. We reserve the right to disqualify the enrolment eligibility of the student for any misbehaviour and violation to the above rules
and regulations.
10. The above rules and regulations are subject to change without prior notice.

Tel 6283 7144 6283 7144 Email cfa@hkiti.com.hk www.hkiti.com.hk