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The Chartered Financial Analyst (CFA)® Course Level I

Price Rs. 13,000.00
(Inclusive of Registration and Tax)

  • Total Video Duration: 100 hrs.
  • Along with Mock Test
Enroll Now

What is the CFA®?

The CFA® Program is a globally recognized, graduate-level curriculum that provides a strong foundation of the real-world investment analysis, portfolio management skills, and practical knowledge needed to succeed in today's investment industry. The CFA® program is a trademark of CFA® Institute that is in Virginia, USA and candidates must take exams conducted by the institute to be eligible to hold the charter. For detailed information about the program, please visit this link

About the CFA® Program

  • Globally recognized, Graduate-level self study program
  • Reflects a broad Candidate Body of KnowledgeTM (CBOK)
  • Emphasizes the highest ethical and professional standards
  • Developed and continuously updated through the survey of active practitioners in countries around the world
  • Organized into three levels, each culminating in a six-hour exam.
  • Held in over 180 locations around the world.
  • There is no time limit for completing the program
  • There is no limit for the number of retakes.
  • Your exam results never expire

Program Benefits

Global Recognition:

  • With a six-decade history of maintaining a rigorous focus on globally relevant investment knowledge, the CFA® Program is the most widely known and respected investment credential in the world

Career Advantage:

  • CFA® Program is a self-study program that can be pursued along with the job.
  • CFA® Program focuses specifically on the practical and fundamental investment knowledge you need for a wide variety of career choices
  • Professionals already working in Finance and Investment industry can specialize, change focus, or gain greater respect through the CFA® Program
  • Students planning to enter the finance or investment industry profession, CFA® program serve as a strong base in their forthcoming career

Practical Skills:

  • Timeless knowledge and current skills you can use right away and throughout your career
  • Curriculum is reviewed and updated each year by employers and practicing charter holders
  • CFA® Program is developed each year to include new tools, ideas, frontier concepts, and lessons to reflect the dynamic and complex nature of the global investment profession

What is the CFA® Charter:

  • Another name for the Chartered Financial Analyst designation, awarded after completion of the CFA® program and other requirements
  • It was first awarded in the year 1963
  • Most respected and recognized investment credential in the world
  • There are currently more than 90,000 CFA® charter holders working in over 135 countries around the world

What does each exam level cover?

    Level I - Tools
  • Tools and concepts that apply to investment valuation and portfolio management
  • Basic concepts regarding asset classes, securities, and markets
  • CFA® Institute Code of Ethics and Standard of Professional Conduct
    Level II - Asset Valuation
  • Application of tools and concepts of investment valuation
  • Analysis of investment vehicles and instruments
  • CFA® Institute Code of Ethics and Standards of Professional Conduct
    Level III - Portfolio Management
  • Management of Institutional and individual portfolios
  • Management of specific asset class portfolio
  • CFA® Institute Code of Ethics and Standards of Professional Conduct

Mr. Utkarsh Jain is the Chief Learning Officer and lead trainer at FinTree.

He is Qualified Chartered Account and has also passed all the three levels of CFA® Exams in the first attempt..

Over the years, he has trained more than 2000 CFA® & FRM® candidates all over the world. His ability to creatively simplify complicated concepts has earned him a big fan following of his students.

He has been associated with various reputed B-schools in India and abroad as a visiting Faculty. He has also been much in demand as a corporate trainer and has conducted training sessions for multinational companies like IBM, L&T, Thermax, Amdocs etc. Many CFO's, Investment Bankers and Research Analysts have participated in his sessions with excellent reviews.

Apart from learning and teaching Finance, he passionately studies Palmistry and also discusses nuances of Palmistry during his classroom session breaks and video lectures.

Demo Videos


Disclaimer : CFA Institute does not endorse, promote or warrant the accuracy or quality of CAclubIndia.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.