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CFA Eligibility...plz help

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jogendra singh rathore (senior analyst) (22 Points)
Replied 26 May 2011

Hi Chirag,

I have bachelors in technology and having experience of 3 years in It industry and I want change my domain from IT to fincance.I have one query as i read the eligibilty criteria for cfa is that after completing the three levels of exam a person should have 4 years of experience in investment field to earn a charter.So i want to know I am eligible for CFA exam and after completing three levels will I get some kind of certification from cfa institute so on the basis of it i can apply for a job in investment field.and what are the career prospects for a person from IT background.Thanks a lot.



Chirag Goel (student - CA, CFA) (228 Points)
Replied 26 May 2011

Hello Varun,

 

CFA is a self-intuitive program. You need no visa to appear for the examinations. Delhi HC generally allows the CFA Institute to conduct examinations in India. So, don't worry about the visa if you wish to appear for the course.

......

 

Hey Mitali,

 

First of all, you need to be atleast in the final year of your Bachelors dgree to appear for the Level 1 Exams. If you are or are a graduate, then no problem. CFA is a self-intuitive program. I have a few friends taking coaching from Prinstine Classes. If they have centre in Bengaluru, then you may join them.

.....

 

Hi Jogendra,

 

Paasing each level of CFA programs backs you up with certain 'qualifications'. India as a country has a huge demand for professionals in the field of equity analysis and portfolio management. People have found jobs in some of the leading investment banks even after passing the Level 1 Exam. Besides that, you have a 3 yrs. of IT experience, which in no way shall be a waste to your career in Finance; I assure you this. 

1 Like

jogendra singh rathore (senior analyst) (22 Points)
Replied 06 June 2011

Thanks a lot chirag.

I am aiming to give level 1 in coming june.please let me know from where i will get the study material.


Prudhvi Raj (Chartered Accountant Company secretary)   (100 Points)
Replied 14 June 2011

hi chirag,

i completed my b,com graduation and also cleared ca-ipcc.

now i started  doing my articles from this year only

i'm thinking to do cfa during this articles period.

but stil in confusion bcoz i don't know anything about cfa..

i hoping that u ll clear my confusion.

is i am eligible to do cfa..


Chirag Goel (student - CA, CFA) (228 Points)
Replied 15 June 2011

Hi Jogendra,

 

Please mail me your email id at chirag1144.07 @ bitmesra.ac.in and I will revert you back with the download link for Schweser 2011 CFA Level 1 notes.

 

Hi Prithvi,

 

You certainly are eligible for apperaing for this (Level 1) examination. This is so because you have completed your bachelors degree. The other mandatory thing being owning a valid Passport which I am sure you can get issued all by yourself.

 

Now, it appears that you wish to utilize your time of articleship by indulging yourself into CFA. CFA is a certified course offered by the CFA Institute, USA. This course has a curriculum that focuses on the valuation modelling appoah and a top down approach towards equity management and Portfolio management. The curriculum provides all the necessary tools to make you aware of the latest evaluation techniques for stocks and other financial instruments with a main concentration towards equities.

 

The charter can be earned once you have completed 4+ years of work in financial domain and have also passed all the 3 levels of examination.

 

The registrations take place all round the year (basically), but for June examinations one should register before september a year before to avail discounts. Similarly for December exams, the best time is before June.

 

Level 1 examinations take place in June as well as December. Level 2 and Level 3 exams take place in June only every year.

 

The fees for Level 1 registration, Examination and curriculum may range from USD 910 - 1485 depending upon the time you register. The earlier the better.

 

CFA examinations at first have no test centres in India. Test centres in India are alotted only after the Delhi High Court allows the CFA Institute to conduct Examinations in India. This is because of the CFA mark and a dispute between CFA Institute and ICFAI dating back to 1998. The case is still pending in Delhi High Court for Verdict.

 

More about the examiations can be found at https://www.cfainstitute.org

 

Regards,

Chirag.




Neerav Yogesh Shah (article) (61 Points)
Replied 01 July 2011

dear chirag goel

I am a CA final student and completed my gratuation in may 2010

Now i want to appear for CFA level 1 exam but i did not found exam centres for level 1 exam in dec 2011 in Mumbai. I had before visited CFA US  institute site but did not found Mumbai exam centres.

can u please guide me how to see exam centres list.

also i am goin for self study can u please can borrow ur CFA level notes with me

my email id is neerav2205 @ gmail.com

with regards

Neerav Shah

 


Neerav Yogesh Shah (article) (61 Points)
Replied 03 July 2011

dear chirag goel

I am a CA final student and completed my gratuation in may 2010

Now i want to appear for CFA level 1 exam but i did not found exam centres for level 1 exam in dec 2011 in Mumbai. I had before visited CFA US  institute site but did not found Mumbai exam centres.

can u please guide me how to see exam centres list.

also i am goin for self study can u please can borrow ur CFA level notes with me

my email id is neerav2205 @ gmail.com

with regards

Neerav Shah


Chirag Goel (student - CA, CFA) (228 Points)
Replied 03 July 2011

Hi Neerav

 

First of all, my apologies for replying so late.

 

CFA Institute conducts examination in India only after it receives an official permission from the Delhi High Court with regards to the pending suit filed by the CFAI against ICFAI regarding the CFA designation and mark. Every year the permission is granted depending upon the number of the students applying for the program and the exam.

 

The current centres on which the exam shall be conducted in December are available at https://www.cfainstitute.org/cfaprogram/process/Pages/december_test_center_locations.aspx

 

I would suggest you to register for the exam with Kathmandu (Nepal) as your test centre. Whenever the Delhi court allows the CFAI to conduct exams in India for December, CFAI shall post the news regarding this in its website. There are provisions for changing the test centres even if you are registered. So, once the test centres in India are available, do apply for a Test cenmtre change and you are done.

 

I will soon send you the linbk to download the schweser notes as well.

 

Regards

Chirag.


Prudhvi Raj (Chartered Accountant Company secretary)   (100 Points)
Replied 05 July 2011

hii....

can u tell me fees structure of CFA...

and what r the subjects in L1...


CA, CS Prateek Jain (Associate Manager Finance)   (96 Points)
Replied 27 July 2011

Is passport required for the registration of CFA Exams????????`




deepak (GROUP II QUALIFIED) (81 Points)
Replied 07 August 2011

hiii, chirag ....

i completed my b,com graduation..... and i m totally confused .... m interstd in cfa... can u tell where should i do dis course... act m from bhubaneswar orissa... so can u plz help me.. is there any good inst in bbsr...


Ankit Srivastava (article assistant) (45 Points)
Replied 11 August 2011

sir 

i want to know the elegibility criteria to join CFA program n how to join the same.

Ankit


Avijit Mahajan (District Sales Officer) (21 Points)
Replied 29 August 2011

Hi Chirag,

This is Avijit from Kolkata, My querry is that I am a B.com Graduate and an MBA with specialisation (Marketing (Major) + Finance (Minor). I have been working in a pharmaceutical company for the past 11 months. But I want to change my industry and would like to work in Finance related jobs as I am a commerce graduate and an MBA.

Could you please tell me that; am I eligble for CFA course or I will study ICWA? which one will be better for my career. 

And after completing the course can I apply for Investment related jobs.

Please help me out.....


SONEL THAPAK (12th pass) (21 Points)
Replied 01 July 2012

Hie ..

I am SONEL..

my Question is that which one will be more  beneficial if i do CFA after persuaing CA or CS .. ?

Nd what is the highest and lowest package of CFA .. ?




Ankit (Professional) (82 Points)
Replied 03 July 2012

Hi Everyone,

 

Yes Passport is a must now a days for those who want to appear for CFA,US and it should be a valid one and not expired.

Thanks

Ankit



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