CFA Program
CFA Institute was established in 1947, Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (CFA®). As a CFA® charter holder, you will have the knowledge and the skills to thrive in the competitive investing industry.
The CFA® charter gives you expertise and real-world skills in investment analysis. Join more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism.
Chartered Financial Analyst is offered by the CFA Institute of United States. It has enrollments of more than 170,000 CFA charter holders across the globe with extended coverage through 165+ countries.
The CFA training program is a popular qualification amongst finance professionals because it trains individuals in a holistic way for the finance segment. CFA classes by CFO NeXt, covers all areas required for complete knowledge whether its analysis, estimation, forecasting the future performance of organizations, portfolio management, and financial responsibility handling. A CFA USA certification is recognized and respected as the highest designation in the field of finance. Due to its wide acceptability and credibility, it has become the best career choice for finance aspirants. The ten key subjects included for the CFA training in India offered by CFO NeXt are ethical and professional standards, quantitative methods, economics, analysis of taxes, equity investments, debt, corporate finance, an equity portfolio, and performance measurements, fixed income, global operations, financial reporting and analysis as per international standards, alternative investments in real estate, commodities, portfolio management, private equity, and wealth planning.
Eligibility
To be eligible for a Chartered Financial Analyst Course, the candidate must fulfill the basic requirements listed below:
- Fresh Graduate: Any fresh graduate willing to make a career into the investment finance industry, will be equipped with the world class knowledge.
- Investment Industry Professional: A candidate who is already working in the investment finance industry but wants to gain better understanding and recognition.
- Academician: You are teaching investment finance in your university and college. This designation will give you the platform for better research and better credentials and acceptance
- Passed both the parts of CMA Exams
Why CFA
Leading global recognition
These designation is one of the most recognised and respected investment credentials in the world with more than 60 years of legacy.
Better job prospects at the top investment firms:
The Program has an in-depth focus on financial modelling, portfolio management, and other investment related areas. Top investment firms, asset management, hedge funds value this knowledge base and give more preference to charter holders than other candidates from related fields.
Exposure to a variety of roles in finance
The Program is not just limited to investment banking and equity research, but plenty of other profiles as well. Today, be it Fintech, Foreign Exchange, Alternative Investments or other offbeat profiles, CFA® charterholders are the most preferred options for employers.
Equipped for analysis and decision-making
It enables the students to be adept at decision making by incorporating reasoning and judgment skills in them
Enforces ethical standards
These charterholders upholds the highest professional standards and abides by a strict code of ethics.
Implements global best practices
Extensive ongoing analysis ensures that charterholders uphold the best global practices in their work.
Delivers practical, real-world skills
The charter is conferred after the completion of 4 years of relevant professional engagement, which means that the institute believes in practical skills. The curriculum is also designed in a way which helps you to tackle the real-world scenarios in an effective way.
More time and cost-effective than an MBA Finance program
The Qualification is one of the best options to an individual who does not have the time or the resources to go through a full-time MBA Finance program for entering the investment finance industry.
Networking opportunities for faster career growth:
CFA Societies® present worldwide give you access to more resources to boost your career prospects. Being part of these societies will not only increase your networking opportunity but also your chance of landing a dream position. They also post job openings specifically for charter holders.
Course Structure
This program is split-up into 3 levels
Level I
- Introduction to asset classes-Equity, Fixed Income, Alternatives etc
- Detailed learning of tools like Financial reporting & analysis, Quants, Economics etc
- High regard to Ethics
Level II
- Higher dive into valuation of assets- like Equity- Fixed Income- Derivatives
- Detailed learning of Tools- Financial statement analysis
Level III
- Perspective change into Portfolio management of the assets
- More than 50% weight to Portfolio Management and Wealth Planning
Exam details
| Exam | Level I | Level II | Level III |
| Morning Session | 120 Questions | 60 Questions in 10 Case studies | Essay type |
| Afternoon Session | 120 Questions | 60 Questions in 10 Case studies | 60 Questions in 10 Case studies |
| Duration | 3 Hours for each session | 3 Hours for each session | 3 Hours for each session |
| Question types | MCQ | MCQ’s based on case let | Essay + MCQ |
| Exam Months | First week of June and December | First week of June | First week of June |
CFA curriculum at Glance
| The CFA® Programs Topic wise weightage | |||
| Topic Area | Level I | Level II | Level III |
| Ethical And Professional Standards | 15% | 10-15% | 10-15% |
| Quantitative Methods | 10% | 5-10% | 0 |
| Economics | 10% | 5-10% | 5-10% |
| Financial Reporting And Analysis | 15% | 10-15% | 0 |
| Corporate Finance | 10% | 5-10% | 0 |
| Equity Investments | 11% | 10-15% | 10-15% |
| Fixed Income | 11% | 10-15% | 15- 20% |
| Derivatives | 6% | 5-10% | 5-10% |
| Alternative Investments | 6% | 5-10% | 5-10% |
| Portfolio Management | 6% | 5-15% | 35 -40% |
| Total | 100% | 100% | 100% |