Opportunities for CFA Charterholders
- 93% Success Rate: Join the rankers
- 200+ Hours Video Lectures
- Chapter Wise Test
- Subject Wise Test
- Mock Exam & Planner
- Formula Sheets and Mind Maps
- Access to Interviews with Toppers
- Placement Support & Much More....
Level I:
Foundations of Investment Tools
This level emphasizes the basics of financial tools and concepts. Key topics include:
𝗘𝘁𝗵𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀
- Code of Ethics and Standards of Professional Conduct
- Ethical decision-making framework
- Integrity of capital markets
- Duties to clients and employers
𝗤𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗠𝗲𝘁𝗵𝗼𝗱𝘀
- Time value of money
- Statistical concepts and market returns
- Probability and hypothesis testing
- Sampling and estimation
- Quantitative analysis of investment returns
𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀
- Microeconomics and macroeconomics principles
- International trade and currency exchange
- Aggregate demand and supply analysis
- Monetary and fiscal policy
- Market structures and pricing strategies
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
- Analysis of financial reporting quality
- Earnings quality and valuation
- Pensions, share-based compensation, and taxes
- Financial statement modeling
Corporate Issuers
- Corporate governance
- Capital budgeting
- Cost of capital
- Measures of leverage
- Dividend policy
𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Equity valuation techniques
- Industry and company analysis
- Free cash flow valuation
- Market-based valuation techniques
𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲
- Yield curve and term structure
- Credit analysis
- Securitization and mortgage-backed securities
- Fixed income portfolio management strategies techniques
𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀
- Basics of derivatives
- Types of derivative instruments
- Pricing and valuation of forwards and futures
- Introduction to options and swaps
𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Real estate, hedge funds, and private equity
- Commodities and infrastructure
- Risk and return characteristics
- Valuation techniques
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴
- Introduction to portfolio management
- Basics of risk management
- Portfolio diversification benefits
- Investment policy statements
Level II:
Application of Tools and Concepts
This level focuses on applying investment tools to complex scenarios and emphasizes asset valuation. Key topics include:
𝗘𝘁𝗵𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀
- Application of ethics in real-world scenarios
- Case studies on ethical dilemmas
𝗤𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗠𝗲𝘁𝗵𝗼𝗱𝘀
- Advanced regression analysis
- Time-series analysis
- Multivariate analysis
- Machine learning basics in finance
𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀
- Economic growth theories
- Analysis of economic indicators
- Effects of monetary and fiscal policy
- Foreign exchange markets and parity relationships
- Market structures and pricing strategies
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
- Analysis of financial reporting quality
- Earnings quality and valuation
- Pensions, share-based compensation, and taxes
- Financial statement modeling
𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Equity valuation techniques
- Industry and company analysis
- Free cash flow valuation
- Market-based valuation techniques
𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲
- Yield curve and term structure
- Credit analysis
- Securitization and mortgage-backed securities
- Fixed income portfolio management strategies techniques
𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀
- Valuation of forwards, futures, and options
- Swaps and risk management strategies
- Binomial and Black-Scholes models
𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Valuation of alternative investments
- Risk-return tradeoffs in alternatives
- Strategies for private equity and real estate
- Valuation techniques
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
- Portfolio risk and return measures
- Asset allocation strategies
- Investment strategies for institutional investors
- Use of derivatives in portfolio risk management statements
Level III:
Portfolio Management and Wealth Planning
The final level integrates all previous knowledge, focusing on portfolio management and wealth planning. Key topics include:
𝗘𝘁𝗵𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀
- Application of ethical standards in portfolio management
- Advanced case studies on ethics
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴
- Individual and institutional portfolio management
- Behavioral finance considerations
- Risk management techniques
- Tax-efficient investing
- Strategies for retirement planning
𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲
- Fixed income portfolio management strategies
- Liability-driven investing
- Managing bond portfolios in varying interest rate environments
- relationships
- Market structures and pricing strategies
𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Equity portfolio management
- Active and passive investment strategies
- Style analysis and factor models
𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀 𝗮𝗻𝗱 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- Use of derivatives in portfolio management
- Alternative investments in portfolios
- Risk management with derivatives
- Structured products and their applications
𝗚𝗹𝗼𝗯𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀 (𝗚𝗜𝗣𝗦)
- Implementation of GIPS standards
- GIPS compliance and verification
- Ethical considerations in performance reporting
Key Features of the CFA Program
Global Recognition:
- CFA charterholders are highly regarded in the finance industry worldwide.
Ethical Foundation:
- The program emphasizes ethical standards and professional conduct.
Career Advancement:
- Successful completion opens doors to prestigious roles in investment management, banking, and consultancy.
Curriculum topics
We update our curriculum regularly to reflect modern financial practices, guided by our ongoing practice analysis that ensures it stays aligned with the latest industry trends. This means you’ll learn precisely what’s needed to thrive in today’s investment industry and confidently apply your CFA Program knowledge to real-world scenarios.
Topics: 10 | Skills Modules: 2
𝗟𝗲𝘃𝗲𝗹 𝗜
𝗟𝗲𝘃𝗲𝗹 𝗜
Topics: 10 | Skills Modules: 3
𝗟𝗲𝘃𝗲𝗹 𝗜𝗜
𝗟𝗲𝘃𝗲𝗹 𝗜𝗜
Topics: 7 | Skills Modules: 5
𝗟𝗲𝘃𝗲𝗹 𝗜𝗜𝗜
𝗟𝗲𝘃𝗲𝗹 𝗜𝗜𝗜
𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
This topic defines and explores alternative investments, including hedge funds, private equity, real estate, commodities, and infrastructure. You’ll learn about the characteristics they have in common and the use of alternative investments for diversification and higher returns.
Exam topic area weight across levels:
𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗜𝘀𝘀𝘂𝗲𝗿𝘀
In this topic, you’ll be introduced to corporate governance as well as investing and financing decisions. Gain an overview of corporate governance along with a framework for understanding and analyzing corporate governance and stakeholder management. This topic also highlights the growing impact of environmental and social considerations in investing. We cover how companies make use of leverage and manage their working capital to meet short-term operational needs.
Exam topic area weight across levels:
𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀
In this part of the curriculum, you’ll build the conceptual framework for understanding the basic derivatives and derivative markets. You’ll then be introduced to essential features and valuation concepts for forward commitments such as forwards, futures, swaps, and contingent claims. Finally, you’ll look at arbitrage, a critical concept that links derivative pricing to the price of the underlying asset.
Exam topic area weight across levels:
𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀
Learn about the analysis of fundamental concepts of supply and demand for individual consumers and firms. This topic also covers the various market structures that firms operate in as well as macroeconomic concepts and principles, including aggregate output and income measurement, aggregate demand and supply analysis, and analysis of economic growth factors. This section of the curriculum concludes with coverage of the business cycle and its effect on economic activity.
Exam topic area weight across levels:
𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
Here, you’ll explore the characteristics of equity investments, security markets, and indexes and explain how to analyze industries, companies, and equity securities. You’ll also learn about the use of basic equity valuation models and global equities, which are important for meeting longer-term growth and diversification objectives.
Exam topic area weight across levels:
𝗘𝘁𝗵𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀
The focus of this topic is ethics, related challenges to ethical behavior, and the role ethics and professionalism play in the investment industry. We’ll provide you with a framework to support ethical decision-making and examine CFA Institute Code of Ethics and Standards of Professional Conduct and Global Investment Performance Standards (GIPS®).
Exam topic area weight across levels:
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
Receive a thorough explanation of financial reporting procedures and the standards that govern financial reporting disclosures, with an emphasis on basic financial statements and how alternative accounting methods affect those statements and the analysis of them. You’ll also examine primary financial statements and be provided with a general framework for conducting financial statement analysis.
Exam topic area weight across levels:
𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲
In this topic, you’ll learn how to describe fixed income securities and their markets, yield measures, risk factors, and valuation measurements and drivers. We’ll also cover calculating yields, values of fixed income securities, the securitization of assets, the fundamentals of bond returns and risks, and basic principles of credit analysis.
Exam topic area weight across levels:
𝗤𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗠𝗲𝘁𝗵𝗼𝗱𝘀
In this topic, you’ll explore quantitative concepts and techniques used in financial analysis and investment decision-making. We present descriptive statistics for conveying important data attributes, such as central tendency, location, and dispersion, and introduce characteristics of return distributions. This part of the curriculum also considers probability theory and its application in quantifying risk for investment decision-making.
Exam topic area weight across levels:
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
In this topic, we explain the fundamentals of portfolio and risk management, including return and risk measurement and portfolio planning and construction. We examine the needs of individual and institutional investors along with the range of available investment solutions. The capital asset pricing model is used to identify optimal risk in portfolios.
Exam topic area weight across levels:
Preparation Tips
The CFA charter provides unmatched scope, opening doors to diverse career paths and industries worldwide. Its global recognition ensures mobility and opportunities across various financial sectors.

Start early and create a study plan.

Use CFA Institute’s study materials and practice exams.

Join study groups and seek mentorship.

Dedicate time to mastering ethical standards as they are heavily tested.

Regularly revise and take mock exams to assess progress.

Focus on understanding concepts rather than rote memorization.
Scope of CFA in India and Abroad
The CFA charter provides unmatched scope, opening doors to diverse career paths and industries worldwide. Its global recognition ensures mobility and opportunities across various financial sectors.
Industries Employing CFA Professionals

Asset Management

Non-Profit Organizations

Banking and Financial Services

Insurance

Public Sector and Regulatory Bodies

Fintech
Types of Job Roles for CFA Professionals

Portfolio Manager

Equity Research Analyst

Investment Banker

Wealth Manager

Risk Manager

Corporate Finance Specialist

Consultant or Advisor
