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    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
    • Time value of money
    • Statistical concepts and market returns
    • Probability and hypothesis testing
    • Sampling and estimation
    • Quantitative analysis of investment returns
    • Microeconomics and macroeconomics principles
    • International trade and currency exchange
    • Aggregate demand and supply analysis
    • Monetary and fiscal policy
    • Market structures and pricing strategies
    • Analysis of financial reporting quality
    • Earnings quality and valuation
    • Pensions, share-based compensation, and taxes
    • Financial statement modeling
    • Corporate governance
    • Capital budgeting
    • Cost of capital
    • Measures of leverage
    • Dividend policy
    • Equity valuation techniques
    • Industry and company analysis
    • Free cash flow valuation
    • Market-based valuation techniques
    • Yield curve and term structure
    • Credit analysis
    • Securitization and mortgage-backed securities
    • Fixed income portfolio management strategies techniques
    • Basics of derivatives
    • Types of derivative instruments
    • Pricing and valuation of forwards and futures
    • Introduction to options and swaps
    • Real estate, hedge funds, and private equity
    • Commodities and infrastructure
    • Risk and return characteristics
    • Valuation techniques
    • 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
    • Advanced regression analysis
    • Time-series analysis
    • Multivariate analysis
    • Machine learning basics in finance
    • Economic growth theories
    • Analysis of economic indicators
    • Effects of monetary and fiscal policy
    • Foreign exchange markets and parity relationships
    • Market structures and pricing strategies
    • Analysis of financial reporting quality
    • Earnings quality and valuation
    • Pensions, share-based compensation, and taxes
    • Financial statement modeling
    • Equity valuation techniques
    • Industry and company analysis
    • Free cash flow valuation
    • Market-based valuation techniques
    • Yield curve and term structure
    • Credit analysis
    • Securitization and mortgage-backed securities
    • Fixed income portfolio management strategies techniques
    • Valuation of forwards, futures, and options
    • Swaps and risk management strategies
    • Binomial and Black-Scholes models
    • Valuation of alternative investments
    • Risk-return tradeoffs in alternatives
    • Strategies for private equity and real estate
    • Valuation techniques
    • 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
    • Individual and institutional portfolio management
    • Behavioral finance considerations
    • Risk management techniques
    • Tax-efficient investing
    • Strategies for retirement planning
    • Fixed income portfolio management strategies
    • Liability-driven investing
    • Managing bond portfolios in varying interest rate environments
    •  relationships
    • Market structures and pricing strategies
    • Equity portfolio management
    • Active and passive investment strategies
    • Style analysis and factor models
    • Use of derivatives in portfolio management
    • Alternative investments in portfolios
    • Risk management with derivatives
    • Structured products and their applications
    • Implementation of GIPS standards
    • GIPS compliance and verification
    • Ethical considerations in performance reporting

    Key Features of the CFA Program

    Global Recognition:

    Ethical Foundation:

    Career Advancement:

    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.

    By Level
    By Topics

    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:

    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:

    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:

    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:

    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:

     

    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:

     

    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:

    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:

    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:

    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.

    Career Prospects for CFA Charterholders

    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

    Private Equity or Hedge Fund Analyst

    Hiring Partners​

    Companies Our Students Are Placed

    It all happened because efforts and dedication of students

    For more information, visit the official CFA Institute website or contact our support team for guidance.