Chartered Financial Analyst (CFA) Exam Training

Registrations for CFA^® Exam Training program is currently not open.

The CFA^® Program is the most recognised certificate program in the investment domain with its broad based curriculum combining investment principles with professional conduct requirements. It is recognised by the investment industry professionals as gold standard in investment management. The CFA charterholders are considered to have global investment perspective and a profound understanding of the global marketplace. The CFA charter represents commitment to highest ethical behaviour and professional excellence.

The program includes three exams: Level I, Level II and Level III. You are required to pass all the three exams and meet the professional and ethical requirements to earn the CFA charter.

Career Opportunities

CFA^® charter holders find opportunities in portfolio management, investment research, advisory services, or investment banking in financial institutions across the globe. They can take up a career as Portfolio Manager, Research Analyst, Consultant, Relationship Manager, Risk Manager, Financial Advisor, Corporate Financial Analyst, Investment Banking Analyst etc.

Eligibility Criteria

To register for the program you must have bachelor’s or equivalent degree or be in the final year of your bachelor's degree program at the time of registration or have four years of qualified, professional work experience or have a combination of work and college experience that totals at least four years.

CFA^® Examination

To earn the CFA charter you have to clear three levels of exam, Level I, Level II and Level III.
The Level I exam is offerred twice a year in June and December, Level II and Level III exams are offered only once in June every year.
To know more details about CFA visit: www.cfainstitute.org

Faculty

Basesh Gala, MBA (Strategy and Financial Risk Management) (Gold Medalist) Fisher College of Business, Ohio State University, USA, CFA, FRM and B.E. (I.T.), Mumbai University. He is currently pursuing entrepreneurial ambitions and also working as a Strategy & Finance consultant.

He has significant global experience in finance, risk management and consulting. He has worked with investment banks, asset and wealth management firms, financial institutions, and consulting organizations at different geographical locations including Wall Street. He enjoys teaching and has significant training experience in the finance domain.

Rohit Pratap Singh, MBA (Finance) IIT-Kharagpur, B.Tech., CFA (Level-III candidate), he is currently an Investment Banker currently working for one the largest European Investment Banks.

Previously he worked with the M&A and Corporate Advisory Group of SBI Capitals Markets, the Investment Bank arm of SBI. He has over four years of experience in Mergers and Acqusitions and Private Equity. He has been involved in International M&A and PE fund syndication for notable Indian corporates in Auto, Healthcare, Industrial sectors.

Ujwal Dinesh, MBA (IIM-Calcutta), FRM, CFA (Level-III candidate), BE (NIT Surat), PG Diploma in Securities Law, he is currently working with one of the top four Wall Street Investment Banks as Credit Analyst where he is responsible for structuring and recommending exposure for fund-based, non fund-based and derivative facilities.

He has experience of statistical modelling of short-term interest rates in India. He has been a visiting faculty at leading business schools.

Vishal Singhi, MMS (Finance), Certificate in Financial Engineering, is currently working with a top private sector bank heading the derivatives trading desk.

Previuosly he was the Chief Manager of Treasury at Kotak Mahindra Bank, where his responsibilities included structuring of Forex and interest rate derivative products, designing hedging strategies, risk analysis, pricing of path dependent exotic options, etc. He has over seven years of experience in industry and also in teaching in business schools.

CFA^® Exam Training Program

We are not conducting CFA Exam training programs at present. We will announce in our website once we re-start the CFA Exam training programs.

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IIQF. CFA Institute, CFA^®, and Chartered Financial Analyst^®; are trademarks owned by CFA Institute.