Certified Financial Technician (CFTe)

Note : Only members of the IFTA-affiliated Member or Developing Societies may sit for these exams.

Examinations

The IFTA Certificate (Certified Financial Technician) consists of Levels I and II, which together constitute a complete professional program. The exams test not only technical skills knowledge, but also ethics and market understanding.

Level I: This multiple-choice exam consists of 120 questions, covering a wide range of technical knowledge usually not involving actual experience. Previous exams are not available, but a limited number of sample questions are sent out with the syllabus and reading list.

Level II: This exam incorporates a number of questions requiring (short) essay-type answers which should demonstrate both knowledge of and experience in using various types of technical analysis; it also provides a number of different charts covering one specific market (often an equity), which must be analyzed as though for a Fund Manager. Syllabus and required reading list, as well as previous exam papers, are available on receipt of application and fees.

Prerequisites

Only members of IFTA-affiliated Member or Developing Societies may sit these exams.

Curriculum

The program is designed for self-study. In preparation for the CFTe exam, candidates should download the appropriate Reading Syllabus & Study Guide below.

CFTe Level I (Reading Syllabus & Study Guide)

CFTe Level II (Reading Syllabus & Study Guide)

Cost

Cost of the exams is as follows: Level I US $500 and Level II US $800.

Dates & Locations

Dates

Beginning November 2009, the CFTe I will be offered, online, year round, through pearson VUE, at many global locations.

Locations

Examinations are regularly given in Cairo, Dubai, Frankfurt, London, Lugano, Madrid, Paris, Singapore and many other cities around the world on demand. Exams are also usually given at the site of the Annual IFTA Conference.

Members of ATA can sit for exams in India.