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Essential Features

Trust and Confidence

We have trained 5,000+ CFA Aspirant. With enough experience in hand, our course is excellently structured.

Full-time Trainers

We don’t hire part time faculty. All our CFA trainers are fully employed with us to help you on every step.

High Passing Rate

We have been able to maintain a high passing rate of more than 90% in our CFA® Coaching.

Practical Learning Methods

We make sure you retain the learnings by using practical and real life examples.

CFA® Curriculum

Chapter - 1

Corporate Finance

  • How capital budgeting decisions are made, effects of leverage i.e. debt on the health of company
  • Detailed analysis and computation of WACC which represents the return expectations of investors, working capital management
  • Growing importance of ESG investing, project evaluation through spreadsheet models, comparison of various valuation models
  • Dividend policies of a firm and Modigliani–Miller propositions regarding capital structure
  • Details about types of merger, acquisitions & divestitures, motivation behind M&A & merger defence techniques.

Its weightage is 8-12% in Level 1, 5-10% in Level 2 and is not tested in Level 3.

Chapter - 2

Financial Reporting Analysis

  • Analysis of various financial statements published by companies
  • In depth understanding of components of financial statements
  • Calculating and interpreting of variety of ratios such as profitability ratios, liquidity ratios, turnover ratios etc
  • Differences between IFRS and US GAAP while book keeping are discussed
  • Management of intercorporate investments
  • Discussion of employee compensation measures such as pension and retirement benefits along with differences in their treatment in IFRS and US GAAP
  • How a company manages multinational operations which involves exposure of currency and other risks
  • Analysis of financial institutes & evaluation the quality of financial reporting done by company is also discussed

Its weightage is 13-17% in Level 1, 10-15% in Level 2 and is not tested in Level 3.

Chapter - 3

Equity

  • Various valuation models such as discounted cashflow approach, dividend discount model, public company analysis & precedent transaction analysis
  • Explains the need for doing industry and company analysis, forecast prices of security and determine whether they are undervalued, fairly valued or overvalued
  • Calculation of index and its returns (price and total returns)

Its weightage is 10-12% in Level 1, 10-15% in Level 2 and 10-15% in Level 3.

Chapter - 4

Alternative Investment

  • Various financial assets other than traditional stocks and bonds including Hedge Funds, commodities derivatives, real estate, collectibles, REITs, private equity, venture capital.

Its weightage is 5-8% in Level 1, 5-10% in Level 2 and 5-10% in Level 3.

Chapter - 5

Derivative

  • Details of Future, forwards, options, swaps and FRA
  • Uses of derivative in various situations
  • Pricing and valuation of derivatives instruments
  • Strategies used to reduce risks using derivatives.

Its weightage is 5-8% in Level 1, 5-10% in Level 2 and 5-10% in Level 3.

Chapter - 6

Fixed Income

  • Securitization creation of fixed-income securities backed by certain (typically less liquid) assets
  • Valuation and analysis of fixed income securities
  • Understanding various types of spreads and impact of change in return with changes in inflation
  • Management of active portfolio comprising of fixed income securities and various strategies.

Its weightage is 10-12% in Level 1, 10-15% in Level 2 and 15-20% in Level 3.

Chapter - 7

Quantitative Techniques

  • Quantitative and statistical methods and techniques such as returns distribution
  • Various statistical measures such as z-distribution, chi- square, f-distribution
  • Linear & Multiple regression
  • Time series and cross-sectional analysis
  • Big Data Projects, Machine learning & Fintech.

Its weightage is 8-12% in Level 1, 5-10% in Level 2 and is not tested in Level 3.

Chapter - 8

Portfolio Management

  • Includes identification of risk tolerance of individuals or corporates and manages that risk
  • Difference between systematic risk and unsystematic risk
  • Creation and management of portfolio comprises of hedge funds, equity, fixed income, alternative investments and proper asset allocation at the given level of risk
  • Calculation and interpretation of portfolio return and risk using portfolio standard deviation. Various new topics such as Technical Analysis and Fintech are recently included in this reading.

Its weightage is 5-8% in Level 1, 10-15% in Level 2 and 35-40% in Level 3.

Chapter - 9

Ethics

  • The most important topics in CFA Exam which aims to develop a framework which promotes ethical behaviour in investment industry by providing 7 standards which every CFA Charter holder, member and candidate must follow.
  • Various recommendations and mandatory practices are written in this study session which needs to be taken in consideration while doing any job.
  • Introduction to Global Investment Performance Standards (GIPS®) standards in level.

Its weightage is 15-20% in Level 1, 10-15% in Level 2 and 10-15% in Level 3.

Chapter - 10

Economics

  • General economics term like demand supply, equilibrium, inflation, monetary policy, fiscal policy, currency exchange rate, balance of payments, producer or consumer surplus, market organisation and structure, business cycles, various theories, aggregate output etc.
  • The main objective of this study session is to create a link between economy and financial markets by explaining the changes caused in financial markets by economy.

Its weightage is 8-12% in Level 1, 5-10%% in Level 2 and 5-10% in Level 3.

CFA® Coaching Trainers

Our CFA® training is conducted by experts who themselves understand the nuances of this exam and give their full time and dedication to our institute.

CA Vikas Vohra

Ex - Bajaj Finserv, EY, ICRA
Corporate trainer and former Investment Banker (Real estate and Defense)
Trained 3,000+ CFA students
With 80% Passing Rate

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CA Karan Singh

Ex - Infosys, ARC Finance
CFA Trainer and Investment Banker
Visiting faculty at ICAI & MBA Colleges
Delegate, Harvard Manage Mentor Program

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CFA® Coaching Fees and Timings


The program is meant for all candidates seeking to appear for CFA exams conducted by the CFA® Institute in the current or next year.

Duration & Fees

Duration

4 Months

Hours

200+ Hours

Timing

Sat-Sun

CFA Level I Program

Fees - ₹33,000/-


CFA Level II Program

Fees - ₹37,000/-


How to Reach Us


Our CFA Coaching is conducted in Delhi near Pitampura and Connaught place. Our corporate office is located in Netaji Subhash Place.

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