Chartered Financial Analyst (CFA®)

This course help students to prepare for CFA® Exams level I & Level II. Experienced faculties to teach and counsel students

The CFA® Program is a globally recognized graduate level curriculum that provides a strong foundation for real-world investment analysis and portfolio management skills combined with the practical knowledge that you will need in today’s investment industry. It also emphasizes on the highest ethical and professional standards that are required to be followed.

It is a key certification for investment professionals, especially in the areas of Portfolio Management and Investment Analysis. The CFA designation is a valuable credential certifying you as having in-depth knowledge of security types and investment vehicles. It also indicates that you are expert in quantitative methodologies for analyzing securities, such as assessing their value and identifying their underlying risks. The CFA® designation is given to investment professionals who successfully complete the requirements set by the globally recognized CFA® Institute.

 

 

Key Role

Financial Analyst
Functional Role Equity Research, Portfolio Management, Corporate Finance, Credit Analysis, Trading, Investment Banking, Investment Analysis, Wealth Management, Private Equity, and Valuation etc.
Any Professional Membership Yes - Chartered Financial Analyst (CFA®)
Level & Exams Level 1 (June and December  - First Sunday) - 2 Paper
Level 2 (June - First Sunday) - 2 Paper
Level 3 (June - First Sunday) - 2 Paper
- Level – 1: 120 Multiple choice questions (3 Hours) in each paper.
- Level – 2: 60 Multiple choice questions (3 Hours) in each paper. Caselets on which multiple choice questions are asked.
- Level – 3: 1 Paper (3 Hours) - Essay type answer;  2nd Paper (3 Hours) comprises 60 item set questions.

- Candidates generally take one exam per year
- Exams at Centers in 5 cities - Bangalore, Kolkata, Lucknow, Mumbai, New Delhi.
- Paper covers following topics accross 3 levels - Ethical & Professional Standard; Quantitative Methods; Economics; Financial Reporting & Analysis; Corporate Finance; Equity Investments; Fixed Income; Derivatives; Alternative Investments; Portfolio Management
Time to Complete 2 to 3 Years
Cost of Course Program Enrollment Fees (One Time) $450 + Exam Registration Fees ($ 650)
Tution Fee Depends on where you pursue classes and study material you refer. Get more info from adjacent form
How to Register Online - https://www.cfainstitute.org/programs/cfa/register
Expected Salary Domestic - Starting Rs 5 Lakh per Annum (Fresher)
International - Starting $ 58000 per annum (Fresher)
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Job Locations & Options - Around the World  (Obviously Including India too), So increases the opportunity to get overseas job and move internationally
- From MNCS to StartUps, in both the public and private sectors
Careers in CFA
Pre - Requirement 1
(Any one of these)

- Hold a bachelor’s degree or in the final year of your bachelor’s degree program
- Have four years of qualified, professional work experience (might not be investment related)
- Combination of work and college experience that totals at least four years
Pre - Requirement 2 Have a valid international travel passport (required for enrolment and exam registration)
Additional Info Graduates from any discipline are allowed to take the test. Four years of work experience in investment decision-making process (either before, during, or after CFA exams) is a mandatory requirement for getting the charter (membership) and not for appearing for the exams.

A CFA Charter is recognized as the one of the most professional qualification in finance around the world. The CFA Charter will open up opportunities in the areas of Equity Research, Portfolio Management, Corporate Finance, Credit Analysis, Trading, Investment Banking, Investment Analysis, Wealth Management, Private Equity, and Valuation etc. It will help you to move to overseas countries like US, Europe, etc. Any profile, which requires investment analysis and understanding and analysis of financial markets, can be a potential area of opportunity for a CFA Charterholder.

  • - Investment Banking
  • - Portfolio Manager
  • - Research Analyst
  • - Consultant
  • - Financial Advisor
  • - Corporate Financial Analyst
  • - Banking Relationship Managers
  • - Risk Manager
  • - Strategist
  • - Broker
  • - Private Banker
  1. ValuedPro along with Vstudy has trained more than 15000 candidates for different academic exams and professional courses such as CS, CA, CMA, CIMA, CPA etc
  2. We have trained more than 2,000 employees of different finance organizations on Financial Analysis, Wealth Management, Financial Planning, Equity Research, Management Accounting etc.
  3. Our program has been designed and taught by IIM alumni and CFA charter holders.
  4. Comprehensive CFA® course that includes effectively delivered study sessions and readings.
  5. Efficient and Updated CFA study material
  6. Weekend / Weekday training programs, that are geared towards the background of the students.
  7. Updated and Exam Relevant Question Bank that offers sufficient practice for the various topics.

1. Who should Choose CFA?
 
CFA is ideal for those who would like a career focusing predominantly in finance around the world. The CFA Charter will open up opportunities in the areas of Equity Research, Portfolio Management, Corporate Finance, Credit Analysis, Trading, Investment Banking, Investment Analysis, Wealth Management, Private Equity, and Valuation etc. It will help you to move to overseas countries like US, Europe, etc. Any profile, which requires investment analysis and understanding and analysis of financial markets, can be a potential area of opportunity for a CFA Charterholder.
 
2. How CFA is different from CA?
 
The focus area of CA is Auditing, Accountancy, and Taxation whereas the focus area of CFA® is Investment Banking, Equity Research, Investment Advisory Services, Portfolio Management, Wealth Management, etc.
 
CA is statutory qualification in India whereas CFA® is an international qualification recognized by any Investment company across the world.
 
You can start preparing for the CA right after the 12th standard whereas you can start pursuing the CFA® only after graduation.
 
CFA® passing rate is between 40% and 50% whereas the passing rate for CA is typically less than 10%
 
3. How CFA is different from CIMA?
 
The CFA program is investment oriented. Doing CFA means getting into Investment Banking, Mutual Funds, Derivatives, Portfolio Management, Equity / Debt Research, Financial Services, Fund Management for large institutional investors, Banking Industry etc. It has more emphasis on the analysis and research side as compared to accounting.
 
In contrast, CIMA is an 'accounting qualification' for those working outside public accounting (i.e. audit) It is more about accounting and related issues within finance departments and companies.
CFA® is about financial analysis. It less oriented towards the technicality of accounting, and focuses more on its financial interpretation. CFA® is more quantitative with respect to the treatment of its topic than CIMA is. CFA® will touch upon derivatives with some depth for instance, whereas CIMA mainly focuses on their accounting significance.
 
4. Do CFA members have signing authority in India?
 
No. As a CFA, you would not have signing authority. However, there are CFAs working in Investment Banks, Consulting firms in India (including the Big 4) who can work as part of the Finance Expert team.

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