My CFA Journey: From Banking to Best CFA Coaching in India

Hello! My name is Anchal Sharma. I currently serve as a Branch Manager at State Bank of India in Jaipur—a challenging and deeply rewarding position. Balancing the demands of branch operations while preparing for the CFA Level 1 exam seemed overwhelming at first. However, my search for the Best CFA Coaching in India led me to RBei Classes. Their reputation, teaching philosophy, and incredible support system transformed my journey, enabling me to not just clear CFA Level 1, but secure top quartile ranks in all 10 subjects.

If you are considering the CFA path, especially while managing a full-time job, this real story could be your guiding light.

Starting Point: Why I Chose CFA, and How I Found RBei Classes?

Coming from a banking background, career growth and skill enhancement were always at the top of my mind. The CFA designation offered an ideal platform. The rigorous curriculum, global recognition, and relevance to finance motivated me to begin this journey. However, I was clear from the start: to crack CFA Level 1 in one go, I’d need the Best CFA Lectures and Notes and a coaching institute with a solid support framework.

Naturally, I spent weeks researching institutes. I weighed options based on the pass rate, quality of notes, format of lectures, and mentor accessibility. RBei Classes consistently appeared during my Google searches for “Best CFA Coaching in India”—and more importantly, in forums where students shared genuine reviews. What truly caught my attention? RBei Classes have the highest pass rate in India for CFA Level 1 at 94%. In an exam known for its low global pass rates, this was not just a statistic—it was proof of an effective system.

Read Also: CFA Level 1 Feb 2026: Strategy, Dates & Best Coaching in india

Life as a Working CFA Aspirant: Why RBei Classes’ Flexibility Matters

Being a Branch Manager is, to put it mildly, not a 9-to-5 job. There are customer meetings, compliance reports, team issues, and frequent unplanned emergencies. On some days, I would get home too drained to even open my books. That’s where RBei Classes’ approach changed the game for me:

• Unlimited watch views and validity till you pass: No more anxiety about missing out on concepts due to a busy work week. Need to revisit a lecture on portfolio management at midnight? It’s available. I could watch, pause, take notes, and repeat—at my own convenience.
• Personalized mentorship from Deepak Goyal Sir: His practical insights, availability for doubt-solving, and clear communication style became my anchor. Unlike institutes with inaccessible faculty, Deepak Sir was always an email or WhatsApp ping away, eager to clarify even the silliest doubts. His mentorship is not one-size-fits-all. He tailors his advice based on your industry, strengths, and weaknesses.

This flexibility is why I truly believe RBei Classes is the Best CFA Coaching in India for working professionals. Recorded lectures proved to be a boon, letting me strategize my study plan around my job responsibilities.

Also Read: How to Pass CFA Level 1 on First Attempt

Preparation Strategy: Facing Challenges and Crushing Them

Let’s be real: preparing for CFA Level 1 alongside a demanding job in a major city presents unique hurdles. There are extended workdays, family responsibilities, and those days when you simply lack motivation. Here’s how I managed it, with RBei Classes by my side:

1. Structured Study Plan

Even with erratic work schedules, I managed to finish the entire course on time. This happened because RBei Classes provides a clearly structured study plan with recommended timelines. Each module’s essential videos, key readings, and assignments are laid out for you. On weekends when I was less exhausted, I’d allocate extra hours to tough subjects—like FRA and Fixed Income.

2. The “Top Quartile” Secret

With RBei Classes’ Best CFA Lectures and Notes—detailed yet easy to understand—I never felt lost. Concepts like derivatives and quantitative methods, initially intimidating, unraveled smoothly each time I re-watched the lectures. RBei’s unique “summary notes” condensed months of content into bite-sized, revision-friendly material. Their mock tests were legendary—far tougher than the real exam, nudging me to revisit weak spots and stay ahead of the curve.

Deepak Goyal CFA & FRM

Founder & CEO of RBei Classes

• 16,000+ Students Trained in CFA, FRM, Investment Banking & Financial Modelling
• 95% Students Successfully Placed • 94.6% Pass Rate In Exam

Contact Deepak Sir

The result? I scored in the top quartile across all 10 subjects— something I genuinely credit to the rigorous mocks and detailed student feedback from Deepak Sir.

3. Personalized Mentorship

When life threw curveballs—a sudden audit at work, family emergencies, or demotivation—Deepak Sir’s mentorship kept me on track. His practical tips, rooted in real banking and finance experience, resonated. For example, when I couldn’t grasp alternative investments, he didn’t just send another video; he shared real-world analogies I’d encountered in SBI, which finally made things click. The accessibility and personal touch are unmatched in larger, faceless institutes.

Tackling Typical Challenges for Working Professionals

We all know the classic hurdles for working CFA aspirants:

• Time Management: With RBei Classes, I set realistic weekly goals and tracked my progress. Their system, with unlimited replays and logical sequencing, reduced the risk of falling behind.
• Consistency: On tough days, I’d squeeze in a 30-minute module during my commute or lunch break. The mobile-friendly interface helped me study on-the-go.
• Focus: The lectures are so engaging and well-paced that I rarely found my attention wavering. Difficult topics were not skipped or rushed—another reason why I could stay glued to the content.

RBei Classes Versus Other Coaching Institutes

So, why do I say RBei Classes is the Best CFA Coaching in India? Having friends enrolled in other coaching institutes, I’ve seen the difference firsthand:

• Detailed Lectures: No shortcuts, no missed LOS (Learning Outcome Statements), and all concepts covered exhaustively. In other places, I saw batchmates struggle with gaps in their understanding, especially in trickier subjects.
• Personable Approach: You’re not just a “roll number” at RBei. Whether you’re in Jaipur, Mumbai, or remote North-East regions, the support system is robust.
• Difficult Mocks and Timely Feedback: Many institutes offer mock exams. But RBei’s mock tests were especially challenging and feedback was immediate—helping me calibrate my approach well before exam day.
• Recordings are a Lifesaver: Live classes elsewhere rarely accommodate erratic work schedules. Recorded content from RBei, however, meant zero compromise between my career and my prep.

My Story: The Decision Process and Why I Recommend RBei Classes

Let me share this from a very personal lens. I first came across RBei Classes after reading success stories on Quora and LinkedIn. I reached out to a couple of alumni—and each conversation reinforced my opinion: the culture at RBei favors genuine student success, not just volume enrollments or flashy advertisements.

My reasoning for choosing RBei Classes:

• Highest pass rate in India for CFA Level 1 (94%): Numbers don’t lie!
• Unlimited access, till you pass: A guilt-free cushion, knowing I wouldn’t lose access due to work emergencies.
• Mentorship by Deepak Sir: His guidance was cited as “transformative” by every ex-student I spoke with.
• Best CFA Lectures and Notes: Detailed, structured, practical, and always exam-relevant.

Despite several urban coaching centers promising the moon, none offered the layered support, accountability, and flexibility of RBei. Plus, as a banking professional, Deepak Sir’s examples often mirrored scenarios I encountered at SBI—making every concept feel wonderfully relevant.

Preparation Timeline: How I Used RBei Classes’ Unique Features?

Month 1-2: Built a strong base with the CFA curriculum using RBei’s video lectures and notes. The unlimited views allowed me to pause, rewind, and review until everything was crystal clear.

Month 3-5: Started with topic-wise mocks. The difficulty of RBei’s tests meant that when I sometimes scored low, I didn’t panic. Instead, I focused on the learning outcomes and identified recurring weak spots.

Final Month: Practice, practice, and more practice! Deepak Sir would host open doubt sessions—no query too trivial. His availability ensured last-minute concepts were never left unclear. Quick revision notes helped me compress all subjects during the final weeks.

Facing Setbacks: The Role of RBei’s System

There were periods when work at SBI was so hectic that my studies lagged—festivals, year-end closing, audits. But RBei’s unlimited access and personal mentorship meant I could catch up without shame or anxiety. The moment I reached out to Deepak Sir with a schedule crunch, he’d help me create a targeted plan to regain momentum. This human touch—rooted in understanding the realities of working professionals—set RBei miles ahead of faceless, inflexible institutes.

For Working Professionals: Why Recorded Lectures Win

Many colleagues argue the merits of live versus recorded lectures. For me, as a working professional, recorded lectures were non-negotiable:

• Pause and resume as per work schedule
• Unlimited revisions for weak topics
• No fear of missing content due to work emergencies
• Ability to speed up/slow down lectures as needed

RBei Classes builds on this strength, providing not just content but a pathway tailored for busy professionals.

Why RBei Classes is the Best CFA Coaching Institute in India

To sum up why RBei Classes is the Best CFA Coaching in India:

• Highest pass rate (94%) for CFA Level 1
• Best CFA Lectures and Notes—detailed, clear, and practical
• Unlimited watch views and validity till you pass
• Difficult mock exams and rapid feedback
• Personalized mentorship by Deepak Goyal Sir
• Recorded lectures for utmost flexibility
• Support system that understands your career and family challenges

For working executives facing a career crossroads, RBei Classes offers more than just CFA exam prep—it’s a transformational journey designed around your ambitions and realities.

My Takeaway and Recommendation

To every working professional and CFA aspirant reading this: If you want more than just passable marks—if you aim for true mastery and a top quartile result despite a demanding job—choose RBei Classes. Their system, mentorship, and structured content turned my CFA dream into reality, and I am confident they can do the same for you.

My journey—juggling leadership at SBI Jaipur and CFA Level 1—would not have been possible without RBei Classes’ practical, flexible, and genuinely student-centric approach. For anyone serious about the CFA journey, I cannot recommend them enough.

1. Which is the Best CFA Coaching in India for Working Professionals?

As someone working full-time as a Branch Manager at SBI, I researched this question endlessly before starting my CFA journey. The answer really depends on what you value most—flexibility, results, or support. For me, RBei Classes stood out for several reasons. They offer unlimited watch views, meaning you can learn at your pace and revisit tough topics any time. Their recorded lectures let you study around a hectic job schedule without being restricted by fixed CFA course duration. But most importantly, their pass rate is among the highest in India (94% for CFA Level 1), which gave me major confidence. Unlike other institutes, the mentorship here genuinely adapts to your needs as a working professional.

2. What is the Pass Rate of CFA Level 1 at Different Institutes?

Global CFA Level 1 pass rates are generally low, often around 40–45%. However, institutes like RBei Classes have raised the bar; their pass rate is an impressive 94% for CFA Level 1. From my experience, this isn’t just a marketing number: the detailed lectures, challenging mocks, and continuous mentorship actually prepare you to excel, not just pass. When comparing institutes, always check if their numbers are recent and if they have proof. In my batch, what made the difference was continuous support—something generic coaching centers may lack.

3. Is Recorded CFA Coaching Better Than Live Coaching for People With Full-Time Jobs?

Absolutely—and I say that as someone who tried to attend live webinars before switching to recorded sessions. With recorded lectures (like those at RBei Classes), you’re never penalized for missing a session due to work. You can pause, rewind, or speed up content based on your understanding, and revisit tricky topics repeatedly. For anyone working long hours or odd shifts, recorded coaching is honestly a lifesaver. Besides, the option for personal mentorship bridges any gaps you might have from not being live.

4. How Do I Choose the Right CFA Coaching Institute? What Should I Look For?

From my experience, don’t just pick the institute with the biggest ads. Focus on:

• Pass rate (Are their students actually clearing exams at high rates? RBei boasts 94%.)
• Lecture quality (Are concepts clear, practical, and exam-oriented?)
• Flexibility (Do they have unlimited validity and views? Are lectures accessible any time?)
• Mentorship access (Can you ask doubts directly to a mentor?)
• Student feedback (Ask around and join CFA forums!)
  I chose RBei Classes after talking to alumni and reading honest reviews. Quality of teaching, accessibility, and actual career-focused mentorship made all the difference.

5. What Is the Best Strategy to Prepare for CFA Level 1 While Managing a Job?

Balancing job and studies is tough, but possible. Here’s what worked for me:

• Create a structured timeline—follow a study plan but keep it realistic.
• Make the most of recorded lectures and unlimited views to fit studies around your work hours.
• Use the summary notes and revision modules offered by your coaching (RBei’s were lifesavers during crunch time).
• Attempt difficult mock exams for real-time practice, focus on weak points.
• Never hesitate to ask your mentor for guidance—Deepak Sir at RBei was always there for even my silliest doubts.
  Staying consistent (even in small steps) and leveraging RBei’s flexibility helped me clear CFA Level 1 with top quartile scores, despite a demanding career.