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....
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:
๐๐๐ต๐ถ๐ฐ๐ฎ๐น ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ๐
- Code of Ethics and Standards of Professional Conduct
- Ethical decision-making framework
- Integrity of capital markets
- Duties to clients and employers
๐ค๐๐ฎ๐ป๐๐ถ๐๐ฎ๐๐ถ๐๐ฒ ๐ ๐ฒ๐๐ต๐ผ๐ฑ๐
- Time value of money
- Statistical concepts and market returns
- Probability and hypothesis testing
- Sampling and estimation
- Quantitative analysis of investment returns
๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐
- Microeconomics and macroeconomics principles
- International trade and currency exchange
- Aggregate demand and supply analysis
- Monetary and fiscal policy
- Market structures and pricing strategies
๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐๐ป๐ฎ๐น๐๐๐ถ๐
- Analysis of financial reporting quality
- Earnings quality and valuation
- Pensions, share-based compensation, and taxes
- Financial statement modeling
๐๐พ๐๐ถ๐๐ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- Equity valuation techniques
- Industry and company analysis
- Free cash flow valuation
- Market-based valuation techniques
๐๐ถ๐
๐ฒ๐ฑ ๐๐ป๐ฐ๐ผ๐บ๐ฒ
- Yield curve and term structure
- Credit analysis
- Securitization and mortgage-backed securities
- Fixed income portfolio management strategies techniques
๐๐ฒ๐ฟ๐ถ๐๐ฎ๐๐ถ๐๐ฒ๐
- Basics of derivatives
- Types of derivative instruments
- Pricing and valuation of forwards and futures
- Introduction to options and swaps
๐๐น๐๐ฒ๐ฟ๐ป๐ฎ๐๐ถ๐๐ฒ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- Real estate, hedge funds, and private equity
- Commodities and infrastructure
- Risk and return characteristics
- Valuation techniques
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐ฎ๐ป๐ฑ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด
- 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:
๐๐๐ต๐ถ๐ฐ๐ฎ๐น ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ๐
- Application of ethics in real-world scenarios
- Case studies on ethical dilemmas
๐ค๐๐ฎ๐ป๐๐ถ๐๐ฎ๐๐ถ๐๐ฒ ๐ ๐ฒ๐๐ต๐ผ๐ฑ๐
- Advanced regression analysis
- Time-series analysis
- Multivariate analysis
- Machine learning basics in finance
๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐
- Economic growth theories
- Analysis of economic indicators
- Effects of monetary and fiscal policy
- Foreign exchange markets and parity relationships
- Market structures and pricing strategies
๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐๐ป๐ฎ๐น๐๐๐ถ๐
- Analysis of financial reporting quality
- Earnings quality and valuation
- Pensions, share-based compensation, and taxes
- Financial statement modeling
๐๐พ๐๐ถ๐๐ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- Equity valuation techniques
- Industry and company analysis
- Free cash flow valuation
- Market-based valuation techniques
๐๐ถ๐
๐ฒ๐ฑ ๐๐ป๐ฐ๐ผ๐บ๐ฒ
- Yield curve and term structure
- Credit analysis
- Securitization and mortgage-backed securities
- Fixed income portfolio management strategies techniques
๐๐ฒ๐ฟ๐ถ๐๐ฎ๐๐ถ๐๐ฒ๐
- Valuation of forwards, futures, and options
- Swaps and risk management strategies
- Binomial and Black-Scholes models
๐๐น๐๐ฒ๐ฟ๐ป๐ฎ๐๐ถ๐๐ฒ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- Valuation of alternative investments
- Risk-return tradeoffs in alternatives
- Strategies for private equity and real estate
- Valuation techniques
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐
- 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:
๐๐๐ต๐ถ๐ฐ๐ฎ๐น ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ๐
- Application of ethical standards in portfolio management
- Advanced case studies on ethics
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐ฎ๐ป๐ฑ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด
- Individual and institutional portfolio management
- Behavioral finance considerations
- Risk management techniques
- Tax-efficient investing
- Strategies for retirement planning
๐๐ถ๐
๐ฒ๐ฑ ๐๐ป๐ฐ๐ผ๐บ๐ฒ
- Fixed income portfolio management strategies
- Liability-driven investing
- Managing bond portfolios in varying interest rate environments
ย relationships - Market structures and pricing strategies
๐๐พ๐๐ถ๐๐ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- ย Equity portfolio management
- Active and passive investment strategies
- Style analysis and factor models
๐๐ฒ๐ฟ๐ถ๐๐ฎ๐๐ถ๐๐ฒ๐ ๐ฎ๐ป๐ฑ ๐๐น๐๐ฒ๐ฟ๐ป๐ฎ๐๐ถ๐๐ฒ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐
- Use of derivatives in portfolio management
- Alternative investments in portfolios
- Risk management with derivatives
- Structured products and their applications
๐๐น๐ผ๐ฏ๐ฎ๐น ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐ฆ๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ๐ (๐๐๐ฃ๐ฆ)
- Implementation of GIPS standards
- CGIPS 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.
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 Instituteโs 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.
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
Companies Our Students Are Placed
It all happened because efforts and dedication of students









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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