Established 1996
CFA program
MBA
(UGC Recognized University)
+
CFA Preparatory Program
(Chartered Financial Analyst)
Eligibility Criteria:
Kindly check your Eligibility as given below:
- Completed Graduation in any stream from a university recognized by UGC. The eligibility is based on the Admission Test.
- Pursuing Graduation (in final year/semester) in any stream from a university recognized by UGC.The eligibility is based on the Admission Test.
- Candidates having at least four years of qualified, professional work experience.
Kindly note that normally it takes 4 years to complete the requirements for a Bachelor’s degree in the U.S. as compared to 3 years for a B.A or B.Com degree in India. However CFA Institute has stated that if the India degree leads to similar job opportunities then it will be considered equivalent to a U.S. Bachelor’s degree, even if it does not encompass 4 years of study. We advice India students (with 3 year degrees) to drop an email to CFA Institute and get written email confirmation on their eligibility.
Modules and Structure
The CFA Program includes a series of three sequential exams. These three exams: Level I, Level II, and Level III, must be passed as one of the requirements for earning a CFA charter.
- Level I is composed of multiple-choice questions and is offered in June and December.
- Level II is composed of item-set questions and is offered in June only.
- Level III is composed of item-set and essay questions and is offered in June only.
- For CFA Fees Click here
Course Curriculum for CFA
|
LEVEL 1
The Level I curriculum concentrates on tools and concepts relating to investment valuation and portfolio management. The course also covers securities laws and regulations, and the CFA® Institute Code of Ethics and Standards of Professional Conduct. The curriculum highlights an overview of asset valuation and portfolio management practices:
Subject
|
|
LEVEL II
The Level II syllabus focuses on asset valuation, where candidates must employ concepts of quantitative techniques, economic analysis, accounting-in analyzing and valuing investments. Students should have a thorough understanding of capital market theory and industry and company analysis, and of:
Subject
|
|
LEVEL III
Level III will develop students’ knowledge of portfolio management in greater depth. Candidates must apply the knowledge and skills learned in Levels I and II to the portfolio management process – from estimating and analyzing objectives, investor constraints, and capital-market expectations to making asset-allocation decisions. The curriculum covers:
Subject
|
|
Weightage of Topics:The chart below provides rough guidance around topic area weights for each of the three levels of the CFA exams. The items that have been highlighted are areas of focus for that level. Since the weights can vary year to year.
Topic Area Weights for the CFA Exam |
|||
|
|
|
|
|
|
Topic Area |
Level I |
Level II |
Level III |
|
Ethical and Professional |
15 |
10 |
10 |
|
Standards (total) |
12 |
5-10 |
0 |
|
Economics |
10 |
5-10 |
0 |
|
Financial Reporting and Analysis |
20 |
15-25 |
0 |
|
Corporate Finance |
8 |
15-15 |
0 |
|
Investment Tools (total) |
50 |
30-60 |
0 |
|
Equity Investments |
10 |
20-30 |
5-15 |
|
Fixed Income |
12 |
5-15 |
10-20 |
|
Derivatives |
5 |
5-15 |
5-15 |
|
Alternative Investments |
3 |
5-15 |
5-15 |
|
Asset Classes (total) |
30 |
35-75 |
35-45 |
|
Portfolio Management and Wealth Planning (total) |
5 |
5-15 |
45-55 |
|
Total |
100 |
100 |
100 |
Editors Choice
News and Updates
Editor's Choice
