CFA Coaching

CFA Institute or the Chartered Financial Analyst Institute provides distinctive and most diverse programmes for candidates who want to become investment professionals. Through its programmes and exams, the CFA Institute offers quality investment education.

CFA Institute was established in 1947. Over these 70+ years, The CFA® Program has emerged as the benchmark qualification for the investment industry. It has grown to over 150,000 charter holders around the world in more than 165 countries. These charterholders today work as Portfolio Managers, Equity Research Analysts, Fund Managers, Wealth Managers, CFOs and Risk Consultants.

Completing The Program confirms mastery over the rigorous curriculum as can be evidence by you. Clearing all the three levels of the exam is the main requirement for earning the CFA® charter. It covers content required for investment industry segments like Equity, Fixed Income, Private Equity, Derivatives and Real Estate.

The flagship course offered by the Chartered Financial Analyst Institute is the CFA Programme for aspiring financial analysts. The institute conducts exams for these programs and the candidates are offered Chartered Financial Analyst (CFA) credential on clearing these exams.

The credential offered by CFA institutes is globally recognized and is one of the most respected designations in the world. The CFA Program has been designed to provide you with a strong foundation of advanced investment analysis along with the real-world portfolio management skills. The programme is meant to enhance your career prospects in the investment analysis field.

Chartered Financial Analyst (CFA) Eligibility Criteria

The eligibility criteria for the CFA course is mentioned below.

• Min. Qualification Required: Graduation (Full-time any field)

• For every next level, one must have passed the last level of the course.

CFA Selection Process:

• In order to appear for the Level I exam, candidates must either be in the final year of their graduation or must have completed graduation. Only those candidates who have pursued graduation will be able to take the CFA Programme Level II programme. OR

• Candidates must have work experience of at least 4 years in a professional environment. OR

• Candidates must possess a combination of education and work experience that sums up the duration of four years (part-time jobs are not evaluated).

Note: Candidates must have a passport in order to appear for the CFA programme exams.

Chartered Financial Analyst (CFA) Syllabus

The CFA Programme comprises three levels and each level comprises a six-hour exam. Candidates have to pass these three extensive exams in order to get the CFA credentials. There is a specific weightage given to every subject at different levels of the course. Following are the levels and subject weightage:

• Level I: Basic aspects of the investment analysis are covered at this level. The level comprises a total of ten topics that will be covered using investment tools.

• Level II: This phase comprises the application of investment tools and topics that are focused on the valuation of different types of assets.

• Level III: In this level, an emphasis is laid on synthesizing all of the concepts and analytical methods in order to learn their applications for wealth planning and effective portfolio management.

This program is split-up into 3 levels

• Level I –Introduction to asset classes-Equity, Fixed Income, Alternatives etc Detailed learning of tools like Financial reporting & analysis, Quants, Economics etc High regard to Ethics

• Level II –Higher dive into valuation of assets- like Equity- Fixed Income- Derivatives Detailed learning of Tools- Financial statement analysis

• Level III –Perspective change into Portfolio management of the assets More than 50% weight to Portfolio Management and Wealth Planning

Eligibility:

To be eligible to apply for The CFA® Program, you must hold a passport and one of the following:

Meet one of the following enrolment requirement:

• Bachelor’s Degree

• Complete a bachelor’s program or equivalent program and have received a degree from the college/university.

Student in Final Year

Your selected exam window must be 11 months or fewer before your graduation month for your bachelor’s degree or equivalent program. Understand that you must complete your degree program prior to the date of sitting your Level II exam.

Professional Work Experience:

Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level I exam.