CFA kursus 2010 - Program for Crash Course Level III 3 days from 22 - 24 April 2010 8.30 - 16.30 + 1 follow-up afternoon Venue: 22-24 April: Rungstedgaard, Rungsted Strandvej 107, 2960 Rungsted Kyst. Teacher: Mr. Søren Plesner, CFA, cand.polit., director, BASISPOINT (biography below). Course language and material: English. The cost of material is included in the course fee, cf. below under "Topics and teaching material". Tentative Program for CFA Level III Crash Course

Sessions Topics Thursday   SS 3 (Behavioral Finance. Main Focus: LOS 10 + 11) SS 4 (Private Wealth Management)   SS 5 (Portfolio Management for Institutional Investors) SS 6 (Capital Market Expectations) SS 7 (Only LOS 24: Macroanalysis and Microvaluation of the Stock          Market   Friday   SS 8 (Asset Allocation) SS 9 + SS 10 (Fixed Income)     SS 11 (Equity Portfolio Management) SS 13 (Alternative Investments, Swaps, Commodity Futures)   Saturday   SS 14 (Risk Management) SS 15 (Derivatives Risk Management Applications)     SS 16 (Execution of Portfolio Decisions, Monitoring and Rebalancing) SS 17 (Performance)   Topics and teaching material The weight given to individual topics will be based upon prioritized Learning Objective Statements in co-operation with the students. The compendium will consist of a series of slides and exercises elaborated by Søren Plesner especially for the course based on these objectives. These will be e-mailed to the candidates and also handed out, e.g. in a binder, on the first day of the course. At the end of the course, participants will receive a set of exercises, the solutions to which will be presented and discussed at the follow-up afternoon. Course fee: DKK 10,500 for members of DDF and CFA Denmark as well as sister societies. Registration Registrations are accepted until the course is full (max. 20 participants). For cancellations later than 15 January, a 50% fee is charged. In case of cancellations received later than 01 February, the total course fee will be due for payment.

Søren Plesner

Soren Plesner has taught DDF's and CFA Denmark's CFA Level III courses since 2004. He is a founding partner and CEO of BASISPOINT GmbH, a company in the BASISPOINT Group. Before co-founding BASISPOINT in 1995, Soren Plesner held positions at IBM, Danske Bank and a major, Nordic software house, where he was Head of Course Department. Soren Plesner has many years of experience in teaching on financial subjects such as securities analysis, portfolio management, and risk management. He has held courses for a very large number of financial institutions and corporates in a number of countries, including the US, Mexico, Germany, Scandinavia and a number of Central and Eastern European countries.

Soren Plesner earned a M.Sc. in Economics from the University of Copenhagen. He is a CFA Charter Holder and certified Financial Risk Manager (FRM and PRM). He has published numerous articles on a wide range of financial subjects in practitioners’ and academic magazines.

Soren Plesner served on the Interim Board of PRMIA (Professional Risk Managers International Association). He is currently PRMIA Denmark Regional Director.
 

Conditions for joining

A good command of the English language. All members of Den Danske Finansanalytikerforening and of its sister organisations in other countries are entitled to join the course. Younger candidates who recently have finished their academic education in accounting and/or finance will have the advantage of a fresh memory of large portions of theoretical and methodical issues.

Membership of CFA Denmark, CFA Institute and DDF

You can read more about the CFA Program on www.cfainstitute.org and about The Danish Society of Financial Analysts - Den Danske Finansanalytikerforening (DDF) on this link (in the English section of the site which can be accessed by clicking on ‘English’ in the top right corner), or in the Danish section under ”Om DDF” and ”Medlemskab”. This is where you also can fill in an online application form.