• Offered in collaboration with

Offered in collaboration with
Winter 2008
CFA
®
Review
Courses Earn your mark of distinction.
Take the
first step toward achieving the Chartered Financial
Analyst (CFA) designation, the internationally
recognized symbol of excellence in investment
management. Enroll in these live review
courses and gain the knowledge and
preparation you need to take the Chartered
Financial Analyst (CFA®) exams.
We offer a three-part CFA® Review series.
Our live courses are offered throughout the
year and feature Schweser study materials.
Learn more about the CFA® certification
exams by visiting the CFA Institute at
www.cfainstitute.org
For More Information
949-824-4661 ■ fberg@uci.edu
Enroll Today!
949-824-5414 ■ extension.uci.edu
CFA
®
Level I
Review Become familiar with the Level I Learning Outcome
Statements (LOS) including:
■ Ethical and Professional Standards
■ Quantitative Methods
■ Economics
■ Financial Statement Analysis
■ Portfolio Management
■ Asset Valuation
Winter 2008 Schedule
Date: Tuesdays, February 5-May 20,
7-10pm; 16 meetings
Location: Room 201, University Extension
Building A, UCI Campus
Fee: $1,300 ($1,100 for CFAOC members;
discount code: CFAOC)
Reg#: 00039
Instructors: William G. Campbell, III, M.A. is the
principal in a risk management consulting
firm in Yorba Linda, CA.
Daniel C. Ham, CFA®, FRM has extensive
teaching experience in finance, marketing,
international business, accounting, economics,
and statistics. His work experience includes
consulting analysis and strategy.
CFA
®
Level II
Review CFA Level II curriculum focuses on the application of the
investment tools and concepts learned in Level I. You will
analyze specific equity and fixed-income securities and
other investments in order to estimate ROI and risk,
compare choices, and make informed recommendations.
Emphasis will be placed on asset valuation.
Level II instruction includes:
■ Investment Tools: Quantitative Methods for Valuation
■ Portfolio Management: Capital Market Theory and
Portfolio Management Process
■ Ethical and Professional Standards
■ Economics of Valuation
■ Financial Statement Analysis: Analysis of Accounting
Choices
■ Financial Statement Analysis: Global Issues,
Earnings Quality Issues and Financial Ratio Analysis
■ Equity Investments and Valuation Models
■ Debt Investments: Valuation, Structured Securities
■ Derivative Investments: Forwards and Futures,
Interest Rate Derivatives, Options and Swaps
Winter 2008 Schedule
Date: Wednesdays, February 6-May 21,
7-10pm; 16 meetings
Location: Room TBA, UCI Campus
Fee: $1,300 ($1,100 for CFAOC members;
discount code: CFAOC)
Reg#: 00040
Instructors: William G. Campbell, III, M.A. is the
principal in a risk management consulting
firm in Yorba Linda, CA.
Daniel C. Ham, CFA®, FRM has extensive
teaching experience in finance, marketing,
international business, accounting, economics,
and statistics. His work experience includes
consulting analysis and strategy.
CFA
®
Level III
Review CFA Level III will prepare you to calculate investor
constraints and analyze capital-market expectations.
Level III covers the following broad areas:
■ Ethical and Professional Standards
■ Quantitative Methods
■ Economics
■ Financial Statement Analysis
■ Portfolio Management
■ Asset Valuation
Winter 2008 Schedule
Date: Thursdays, February 7-May 22,
7-10pm; 16 meetings
Location: Rooms 172-173, University Extension
Building H, UCI Campus
Fee: $1,300 ($1,100 for CFAOC members;
discount code: CFAOC)
Reg#: 00041
Instructors: William G. Campbell, III, M.A. is the
principal in a risk management consulting
firm in Yorba Linda, CA.
Daniel C. Ham, CFA®, FRM has extensive
teaching experience in finance, marketing,
international business, accounting, economics,
and statistics. His work experience includes
consulting analysis and strategy.
 Offered in collaboration with
Winter 2008
CFA
®
Review
Courses Earn your mark of distinction.
Learn more about the CFA® certification
exams by visiting the CFA Institute at
www.cfainstitute.org
For More Information
949-824-4661 ■ fberg@uci.edu
Enroll Today!
949-824-5414 ■ extension.uci.edu
UC IRVINE EXTENSION
P.O. Box 6050, Irvine, CA 92616-6050
extension.uci.edu
WI08-119