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AMW Consulting was founded by Ann Marie Wood over 20 years ago.

For the past 10 years AMW has been the official agent, in SA, for Kaplan study material.  Ann Marie is well known  in the financial industry  through Investment Analysts Society where she has been the executive officer for over 23 years and held the executive officer position with CFA South Africa for 17 years.

About

Ann Marie Wood was involved in the establishment of CFA South Africa and was the Executive Officer for the Society for 17 years.   She has a vast knowledge of the CFA programme is available to interact with candidates.

Study Material

WHY KAPLAN SCHWESER

Kaplan Schweser has been navigating the challenge of the CFA® Program exam since 1990, and we understand what it takes to pass. Our Study Program has evolved over the years to create an engaging and motivating experience for CFA candidates, guiding them to exam success in an efficient and adaptive manner.

See why Schweser is the most trusted source for CFA exam preparation:

  • Innovative learning experience
    Schweser has enhanced the learning experience and increased candidate success. Rooted in applied learning science and analysis, our team has designed integrated study tools that assess your performance and adapt as you move through the program, ensuring you’re making the most efficient use of your study time. You’re not just memorizing facts, you’re comprehending the material…leading to better outcomes on exam day.
  • Largest team of CFA® charterholders
    Schweser will guide you through the CFA Program…from beginning to end. With the largest global network of CFA charterholders and content experts, you know you’re getting the guidance and support you need to pass.
  • Longest history of successful candidates
    For nearly 30 years, candidates have chosen Schweser more than any other prep provider to guide them on their CFA journey. Bottom line—we understand what it takes to pass the exam, and we can teach you how. The next time you meet a CFA charterholder, ask them who they used to pass the CFA Program exam. The answer is invariably, “Kaplan Schweser.”
  • Study tools designed for your busy life
    We get it, you’re busy. That’s why we’ve designed a variety of study programs and materials to fit every lifestyle—from online to print, in both live and on-demand classes. Schweser is your one-stop shop on the path to your CFA Charter.
  • Global network of support
    We’ve developed a network of support for our candidates through our educational partners and 100+ societies around the world. This unparalleled network keeps you connected to the highest quality exam prep, live course offerings, and local professional support.
  • We take your exam prep seriously
    You’ll hear a lot of false claims from various sources and prep providers about earning the CFA Charter. Here is what you need to be concerned with—over half of candidates fail the exam. At Schweser, we’ve been doing this a long time. We understand the CFA Program is difficult, but we also know how to help you pass. If you’re serious about passing the exam, we’ll tell you what you need to do and when you need to do it. Take your success seriously with the proven leader.

STUDY PACKAGES GRID

Study PackagesPremiumPlus™Premium InstructionEssential Self-Study
IN-PERSON OR ONLINEIN-PERSON OR ONLINESELF-STUDY



CORE
SchweserNotes™
Module Quizzes NEW
Topic Assessments
Activity Feed NEW
SchweserPro™ QBankNEW ADAPTIVE
Checkpoint Exams NEW
Video Lectures
Practice Exams (4 Exams, Volume 1 & 2)
QuickSheet
Resource Library
INSTRUCTION
In-Person Class (Weekly)
Online Class (Weekly)
Weekly Class Workbooks
InstructorLink
REVIEW
Review Workshop
Review Workshop Workbooks
Schweser’s Secret Sauce®
PASS GUARANTEE
PassProtection™ and Schweser Commitment†

DESCRIPTIONS

PACKAGE DESCRIPTIONS

PremiumPlus™ Study Package

If you’re committed to passing the CFA exam, this is the study program for you. This all-inclusive package strategically integrates Core + Instruction + Review tools to give you the most effective path to success:

  • Core learning products are designed to teach the material, practice what you’ve learned, and assess how you’ve performed.
  • Instruction tools and classes leverage expert instructors to teach the CFA curriculum through engaging lectures and exam-based applications.
  • Review products and workshops reinforce knowledge, allow you to practice with experts, and help you work on exam strategy.

Stanley, your personal guide to passing.

In addition to these industry-leading tools, we’re proud to introduce Stanley into our Study Program. Stanley is backed by innovative technology that tells you what you need to do and when you need to do it. This intuitive guide ensures you’re efficiently navigating through your integrated suite of study tools. Stanley also provides assessment on how you’re performing, delivering a personalized learning experience to keep you motivated throughout your studies…and leading to better outcomes on exam day.

The PremiumPlus™ Package includes:

COREINSTRUCTIONREVIEW
SchweserNotes™ (Print, eBook, and Online – NEW)Weekly Instruction (45+ hours)Review Workshop
Activity Feed – NEWWeekly Class WorkbooksReview Workshop Workbooks
SchweserPro™ QBankNEW ADAPTIVESchweser’s Secret Sauce®
Topic Assessments
Video Lectures
Practice Exams (Volume 1, 2)
Checkpoint Exams- NEW
Quicksheet
InstructorLink
Resource Library
Kaplan Schweser App – NEW

Premium Instruction Study Package

Combine our Core learning tools with Instruction from experienced CFA Charterholders. You’ll build a solid foundation under the guidance of CFA experts to help you pass the exam:

  • Core learning products are designed to teach the material, practice what you’ve learned, and assess how you’ve performed.
  • Instruction tools and classes leverage expert instructors to teach the CFA curriculum through engaging lectures and exam-based applications.

Stanley, your personal guide to passing.

In addition to these industry-leading tools, we’re proud to introduce Stanley into our Study Program. Stanley is backed by innovative technology that tells you what you need to do and when you need to do it. This intuitive guide ensures you’re efficiently navigating through your integrated suite of study tools. Stanley also provides assessment on how you’re performing, delivering a personalized learning experience to keep you motivated throughout your studies…and leading to better outcomes on exam day.

Essential Study Package

Built with our Core study materials, this self-study package equips you with exam-focused tools needed to prepare for the CFA exam on your own.

Stanley, your personal guide to passing.

In addition to these industry-leading tools, we’re proud to introduce Stanley into our Study Program. Stanley is backed by innovative technology that tells you what you need to do and when you need to do it. This intuitive guide ensures you’re efficiently navigating through your integrated suite of study tools. Stanley also provides assessment on how you’re performing, delivering a personalized learning experience to keep you motivated throughout your studies…and leading to better outcomes on exam day.

PRODUCT DESCRIPTIONS

SchweserPro™ QBank

For decades, the SchweserPro™ QBank has been known as a must-have among CFA candidates. This intuitive question bank provides thousands of (Insert # when being level specific: Level 1 3,800+ / Level II 3,000+ / Level III 2,000+) questions designed to accurately assess and adapt to your understanding of the CFA curriculum…providing you with better results. 


What’s New for 2019?

The industry’s #1 QBank just got better:

  • Adaptive and personalized technology has taken this world-renowned study tool to the next level. Question difficulty adapts to your level of proficiency on a given topic, testing the limit of your knowledge and keeping you motivated as you move through the content.
  • Study on-the-go with the Kaplan Schweser app! It’s easy to fit in practice questions during your commute, lunch break, or between classes with the SchweserPro™ QBank at your fingertips.
  • QBank quizzes are integrated with SchweserNotes™ to optimize retention of what you just learned in the books.
  • Performance Metrics track your activity and exam preparedness by providing you a breakdown of your quiz score, average time spent on each question, and your performance compared to other candidates.

SchweserNotes™

The study tool that started it all is taking CFA® exam prep to the next level.

A favorite among CFA candidates for nearly 30 years, SchweserNotes™ is a key component as you prepare for the CFA exam and the core element to our Study Program. Absorbing the CFA curriculum in its entirety is no simple task. Make the most of your study time with clear, exam-focused study notes and examples that cover every Learning Outcome Statement in the most effective manner possible.

More than just textbooks.

SchweserNotes™ were first introduced in 1990 and quickly took off as a “must have” for CFA candidates. And although they are still available as physical books, as technology and candidate needs have evolved, so have SchweserNotes™:

  • SchweserNotes™ are now available on our online learning platform. The Notes are integrated with Video Lectures and quizzes to help you apply what you’ve learned and identify if you’re effectively understanding and retaining the material.
  • SchweserNotes™ Online deliver each reading in bite-sized modules with complementary Video Lectures, making it easier to study efficiently in shorter segments.
  • SchweserNotes™ eBooks are now included with each order of the Notes, making it easier for you to study on-the-go.

If you want to pass the CFA exam, make sure your study plan includes SchweserNotes™.

Checkpoint Exams

You will be prompted to take three Checkpoint Exams as you work your way through the Study Program. These checkpoint questions mimic the difficulty and format of the actual CFA exam. Performance reports identify how well you understand the topics that have been covered and highlight weak areas where more review is needed.

Topic Assessments

Topic-level assessments are designed to identify your level of mastery and provide direction for any necessary remediation. Topic Assessments can be taken within your SchweserNotes™ books or online.

Module Quizzes

Mobile App

Life is busy, and you’re on the go. That’s why we’re excited to bring you the Kaplan Schweser app, putting our industry-leading study tools at your fingertips and allowing you to study anytime, anywhere.

STUDY PROGRAM AND LEARNING EXPERIENCE: STANLEY

Meet Stanley…
Your personal guide to passing the CFA® exam.


The average candidate spends over 300 grueling hours studying for the CFA® exam. It’s not an easy journey—and that’s why Kaplan is proud to introduce Stanley into your learning experience. 

Backed by learning science and innovative technology, Stanley tells you what you need to do and when you need to do it within Kaplan’s Study Program. This intuitive guide ensures you’re efficiently navigating through our full suite of integrated study tools.

Stanley assesses how you’re performing and adapts to you, delivering a personalized learning experience and keeping you motivated throughout your studies…leading to better outcomes on exam day.

Taking exam preparation to the next level…

 Guidance and Time Management

Receive the guidance you need through our full suite of study tools. From reading your SchweserNotes™ to applying what you’ve learned in the QBank to taking an assessment, you’ll be delivered the most relevant info at the moment you need it. Each time you log in, whether on your computer or in your app, you’ll know exactly how you’re doing and what you need to do next.

Personal and Adaptive

Schweser’s study tools adapt to you through our innovative technology, delivering a more personalized and motivating experience.

Assessment

Assessments are performed throughout the study program—keeping you informed of how you’re doing and measuring your preparedness for exam day.

Motivation

Schweser’s seamless learning experience is designed to keep you efficiently moving through your studies, keeping you motivated and leading to successful outcomes.

Note: Stanley is a new component to the 2019 study program. Details such as further descriptions and graphic elements will be provided as they become available.

KEY CHANGES

Below are noteworthy changes that apply to the 2019 season.

  • Early Season discount will go until Oct 18, one week after the CFA Institute Early Registration deadline (Oct 10)
  • 2-Day trial is now 5-Day trial, will not be available at launch
  • SchweserNotes Study Package is no longer available for order on the website
  • eBooks and Online versions are now included with each print order, no additional cost
    • SchweserNotes (eBooks)
    • Secret Sauce (eBooks)
    • QuickSheet (PDF)
    • Practice Exams (Online)
  • Practice exams are now 2 exams per volume (total of 4 Practice Exams)
  • 101 Must Knows is no longer included in Level I packages, is available as an add on or individual sale
  • Exam Mentor is no longer included in Level III packages, is available as an add on or individual sale
  • Mobile App is now available as a companion app to our study program. The app will become available early-mid September. Students will not be able to log into the app until after they have made a purchase.

LIVE MOCK EXAMS 17TH NOVEMBER SANDTON and CT – Click here for details

Approved calculators available from AMW 

CFA® Exam Details

The CFA® Program consists of a series of three examinations (Levels I, II, and III) that must be taken in succession. The exams are offered only once annually in June, with the exception of Level I candidates, who also have the option of sitting for the exam in December.

A minimum of 300 hours of preparation per CFA exam level is recommended, although some candidates will need more or less time, depending on their individual backgrounds and experience. There is no limit to the number of times you can take each exam, and you can take as much time as you need to complete the program.

The CFA curriculum is dynamic and changes annually to meet the nature and complexity of the global investment profession.

Body of Knowledge

The Learning Outcome Statements and core concepts in the CFA® Program are built on the Candidate Body of Knowledge™ (CBOK), a practice-based curriculum that is determined by thousands of CFA charterholders from around the world.

Level I
Candidates concentrate on the tools and concepts related to investment valuation and portfolio management, as well as an overview of how these processes fit within the guidelines of the CFA Institute Code of Ethics and Standards of Professional Conduct.

Level II
Candidates are expected to demonstrate a greater depth of understanding of the tools and techniques that were introduced in the Level I curriculum, in addition to applications in asset valuation within the context of the Code of Ethics and Standards of Professional Conduct

Level III
Candidates are required to demonstrate a higher level of understanding of the materials tested at Levels I and II, as well as display effective knowledge of the entire portfolio management process.

More information and how Register for the exams www.cfainstitute.org/programs/cfa

Further information from CFA Society South Africa www.cfa.ac.za

Also note below the programme material offerings are for the 3 below

Contact

AMW Consulting

PO Box 131, Ferndale, 2160, South Africa.

West Square Office Park
407 West Ave, Randburg, Johannesburg, 2160

Phone:  +27 11 791 0105 
Cell:       +27 83 327 7538 

Contacts for further information and order form:

Ann Marie Wood – ann.marie@amwconsulting.co.za

Zia De Araujo – zia@amwconsulting.co.za