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    About CFA

    CFA Program Syllabus Overview

    The Chartered Financial Analyst (CFA) Program is globally recognized for its rigorous curriculum and high standards. It prepares candidates for a career in finance and investment management by covering a wide range of topics essential for financial professionals. Below is an overview of the CFA syllabus structured across three levels:

    200+ Hours Video Lectures

    Short Notes and Mind Maps

    Mock Exams

    Weekly Test

    Personalised Guidance and Mentorship

    One to One Doubt Solving

    Level I:
    Foundations of Investment Tools

    This level emphasizes the basics of financial tools and concepts. Key topics include:

    ๐—˜๐˜๐—ต๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐˜๐—ฎ๐—ป๐—ฑ๐—ฎ๐—ฟ๐—ฑ๐˜€
    • 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
    • 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:

    ๐—˜๐˜๐—ต๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐˜๐—ฎ๐—ป๐—ฑ๐—ฎ๐—ฟ๐—ฑ๐˜€
    • 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:

    ๐—˜๐˜๐—ต๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐˜๐—ฎ๐—ป๐—ฑ๐—ฎ๐—ฟ๐—ฑ๐˜€
    • 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
      ย relationships
    • Market structures and pricing strategies
    • ย 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
    • CGIPS compliance and verification
    • Ethical considerations in performance reporting

    Key Features of the CFA Program

    Global Recognition:

    Ethical Foundation:

    Career Advancement:

    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.

    1. Start early and create a study plan.

    2. Use CFA Instituteโ€™s study materials and practice exams.

    3. Join study groups and seek mentorship.

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

    5. Regularly revise and take mock exams to assess progress.

    6. 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

    Banking and Financial Services

    Insurance

    Non-Profit Organizations

    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

    FAQ's

    Have Any Question for The Course?

    The FRMยฎ course is ideal for students and professionals who have a keen interest in risk management, finance, and investment analysis. Whether you aspire to work in banks, asset management firms, consulting companies, or regulatory bodies, the FRMยฎ designation can enhance your career prospects and set you apart from the competition.

    FRMยฎ Exam Preparation
    300-hour study plan for the next 6 Months
    Watch all the lectures, study notes, and appear for all the test and mock exam.
    Utilize practice questions in a question bank
    Revise the whole concepts through Mind Maps and Short notes.
    Identify and remediate your weak areas.

    Yes, you can take the exam and also clear the exam.

    You don't need to be a math whiz to clear FRM! The exam tests your understanding of risk management concepts, not complex math skills. With practice, you can master the basics and ace the exam. Don't let fear of statistics and quants hold you back!" We teach everything from very Minute Basic.

    RBei Classes offers a complete set of study materials to cover the entire FRM exam syllabus. This includes detailed Lectures, practice questions, summary sheets, and mock exams.

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