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Chartered

Financial Analyst
{CFA}
Don't Settle for Ordinary
Become an Extraordinary
CFA Professional!

Mode of Learning Course Duration Global Recognition Salary Range


Live Online Training 6 Months per Level 160+ CFA Societies INR 9-48 lacs P.A.
About Chartered Financial Analyst
The CFA Program is a gold standard qualification in finance and is rated among the world’s
topmost programs in finance, financial analysis & investment management. The program
includes various subjects, such as quantitative techniques, economics, financial reporting,
financial statements analysis, corporate finance, investing in stocks, fixed-income
investments, financial contracts, non-traditional investments, managing investment
portfolios, corporate finance, financial analysis, financial modelling and investment
banking.

CFA Candidates
Who Are At

Earn Avg.
1
Level INR 9.8 Lakhs

2 Earn Avg.
Level
INR 13.5 Lakhs

Earn Avg.
3
Level
INR 17.5 Lakhs

Charterholder - Earn Avg.


INR 44.4 Lakh
Successful
Charterholders

Note - The above data is from Impact assessment of CFA Program in India,
The average work experience of respondents was 4.8 years
Scope of a CFA Designation
The Chartered Financial Analyst (CFA) designation is one of the most prestigious
designations in the area of finance. CFA is a global designation, and hence, CFA
professionals are in demand across the globe. Over the past seven years, the number of
CFA charterholders in India has been growing at an impressive rate of 30%, positioning India
as the third-largest CFA charterholders market globally, following China and the United
States. Though CFAs are sought after globally, the largest markets for CFA professionals are
the USA, India, China, Europe, Singapore & Middle East.

With rising demand for CFA charterholders worldwide, ideal CFA candidates can expect
appreciative pay.
Job Roles
You Can Take on
After Becoming a CFA

01 Equity Analyst

02 Research Analyst

03 Business Analyst

04 Credit Analyst

05 Senior Financial Analyst

06 Fund Manager

07 Portfolio Manager

08 Investment Banker

09 Chartered Financial Analyst

10 Head of Treasury
Why the Chartered Financial
Analyst (CFA) Program?
CFA program is a fine compilation of detailed nuances in finance and investments,
including economics, accounting, investment analysis and ethics. It is a 3-level program,
each level requiring 6 months of study.

Global Accreditation
The CFA designation holds a well-established reputation as one of the
most esteemed qualifications within the financial industry. Its widespread
recognition reflects its status as a highly respected credential for
professionals in this field, both nationally and internationally.

Enhanced Knowledge and Skills


The CFA program covers various subjects, including ethics, economics,
portfolio management, equity analysis, fixed income, and more. It provides
a comprehensive skill set that applies to various finance roles.

Improved Career Opportunities


Financial firms are increasingly selective in hiring and prioritising
candidates who fit their organisational cultures. In this competitive
landscape, CFA charterholders enjoy a significant advantage, showcasing
their investment management and financial analysis expertise.

Higher Earnings
Individuals who successfully finish the CFA program often enjoy the benefit
of securing more appealing salaries and experiencing more substantial
salary increments. Experienced CFA professionals typically command
annual earnings ranging from 9 to 48 lakhs, reflecting the premium placed
on their expertise in the financial industry.

Exclusive Network
When you attain the CFA designation, you gain access to an exclusive
network numbering less than 4,000 charter holders in India and a global
community of 200,000 professionals. This unique and extensive network
offers valuable connections, insights, and opportunities within the finance
industry, enriching your professional journey.

Prestige and Trust


CFA charterholders often gain the trust of clients and investors because of
the rigorous training and ethical standards associated with the
designation. This can be a significant advantage in client-facing roles in
the finance industry, enriching your professional journey.
CFA at Imarticus - Key Highlights

CFA Charter Faculty Kaplan Schweser


Benefit from the guidance of Access the world's most trusted CFA
seasoned finance professionals and preparation materials sourced by
CFA charterholders who understand Kaplan, guiding you to exam
industry intricacies in-depth. success in a more efficient and
adaptive manner.

Comprehensive Learning Dual Teacher Model


Master each level of the CFA exams Besides our charter faculty, a
with our thorough coverage of secondary instructor can address
fundamental topics, essential doubts during and after lectures,
concepts and mock tests. ensuring your understanding is
top-notch.

Pass Assurance Placement Assistance


We remain so confident of our We go the extra mile by providing
content, training & trainers that our support for developing soft skills,
CFA preparation includes a pass crafting resumes, conducting mock
guarantee, ensuring your success. If interviews, and offering real
not, we offer a money-back interview opportunities to help you
guarantee.* land your dream job.
Our Placement Partners
Let’s Walk Through Your
Learning Journey

01 Build foundation concepts


Attend classes and doubt-clearing sessions on
weekends. These will be live online classes. In case
you miss a session, a recording will also be
available for the same.

Practice questions 02
You will be provided adequate practice questions
for your preparation, and we will also provide
support for clearing your doubts with questions
that you find difficult to solve

03 Mocks
You will get access to Kaplan mocks. Kaplan
mocks are known to be very similar to the actual
exams.

Placement support activities 04


After clearing CFA Level 1, you will be working on
improving the following aspects of your profile:
• Soft skills
• Resume Preparation
• Mock interviews
• Share Resume with recruiters
CFA Curriculum
Prerequisite Module
Before beginning the CFA exam preparation, candidates should know the Quantitative
Methods, Economics, and Financial Statement Analysis covered in the prerequisite readings.
The prerequisite content won’t be asked in the CFA exam, but it’s essential to know to
understand the core curriculum of the CFA exam preparation.

Core Module
The core module has 10 subjects, which are asked across three levels of the CFA Exam. The
weightage and depth of coverage and curriculum differ depending on the exam level you
are preparing for. Weightage of the curriculum for each topic are shown below.

Topic Level 1 Level 2 Level 3

Quantitative Methods 6-9% 5-10% 0%

Economics 6-9% 5-10% 5-10%

Portfolio Management 8-12% 10-15% 35-40%

Corporate Issuers 6-9% 5-10% 0%

Financial Statement 11-14% 10-15% 0%


Analysis

Equity Investments 11-14% 10-15% 10-15%

Fixed Income 11-14% 10-15% 15-20%

Derivatives 5-8% 5-10% 5-10%

Alternative Investments 7-10% 5-10% 5-10%

Ethical and Professional


15-20% 10-15% 10-15%
Standards
Practical Skill Modules
A Practical Skills Module (PSM) uses a combination of videos, multiple-choice questions,
guided practice, and case studies to develop your practical skills. In order to receive your
exam result, you will be required to complete at least one PSM at each level 1 and 2. You may
begin your PSM topic at any time after registration. Each PSM takes 10-15 hours to complete.

Level
01
• Financial Modeling
Build a three-statement financial model showcasing an
understanding of business issues, design best practices,
and technical skills.

• Python Programming Fundamentals


Enhance proficiency in crafting Python code tailored for data
science projects in finance, particularly when utilising Jupyter
Notebooks.

Level
02
• Analyst Skills
Build a three-statement financial model showcasing an
understanding of business issues, design best practices, and
technical skills.

• Python, Data Science & AI


Develop the skills to execute financial data science workflows using
Python by applying advanced machine learning techniques from
forecasting EPS changes to sentiment analysis.

• Python Programming Fundamentals


Enhance proficiency in crafting Python code tailored for data science
projects in finance, particularly when utilising Jupyter Notebooks.

Level
03
• Specialised Pathways (Beginning in May 2025)

You will soon be able to focus on the traditional portfolio


management track or pursue one of two new pathways in private
wealth or private markets. The three versions will have a 'common
core' curriculum at Level III, supplemented by specialised content
for each pathway. All three will be in pursuit of one credential: the
CFA Charter.
Our Expert Faculty

Ankur Kulshrestha
CFA, CA – India, CFP, FRM,
Alumnus of IIM C, CFA Charter
holder with 18 years of
experience

Ankur Kulshrestha, a seasoned financial professional, is a CFA Charterholder, Chartered


Accountant, and executive Fellow from IIM Calcutta and IIM Rohtak. With nearly two
decades of industry expertise, he is renowned for CFA training in India. He spearheads the
CFA program delivery at Imarticus, bringing a wealth of knowledge from his corporate
training role at EY.

Pankaj Goel
CFA, CPA, FMVA, B.Com (Hons), M.Com, CFA
Charter holder
Expertise: Financial Modelling I Equity
Research I Valuations I Wealth Management

Pankaj Goel, a highly qualified financial expert with a prestigious CFA Charter and multiple
certifications, boasts a remarkable 15-year career marked by significant achievements. As
the youngest CFP in India in 2008, he transitioned into a renowned Financial Planning and
wealth Management trainer, impacting thousands of aspirants and providing corporate
training for top organisations.

Neeraj Gupta
CFA, MBA – Finance, BBA, CFA
Charter holder with 21 years of
experience

Neeraj Gupta, a seasoned finance professional with a CFA, CFP, and MBA in Finance, is also
an educator and corporate trainer. Specialising in equity analysis, debt market analytics,
and macroeconomic dynamics, he is a CFA Charterholder known for conducting over 600
impactful workshops and serving as a visiting faculty member at renowned institutions like
the National Institute of Financial Management and Goldman Sachs, extending his
corporate training influence to institutions such as Axis Bank, DSPBR, ICICI Prudential Mutual
Fund, and CITIBANK.
How You Will Become a
CFA Charter Holder?

01 02 03 04

Pass CFA Achieve Work Submit Apply for


Exam Experience Reference Charter
Letters

Course Certification
Get yourself the most esteemed & valued Gold Standard CFA Charter, and on your way to
becoming a CFA, also get an additional certification from Imarticus.

Fees Structure

Start CFA course Every Level


@ just ₹ 10,000 ₹ 60,000(All inclusive)
About
Imarticus Learning
Imarticus Learning is an innovative educational
institute with extensive experience transforming
careers and creating leaders in business,
finance and emerging technology domains.

Imarticus Learning's finance education


programs use comprehensive and effective
training methods to impart knowledge, as well
as a cutting-edge Learning Management
System to seamlessly integrate online and live
learning. This format allows students to learn at
their own pace and in a convenient way while
also getting the benefit of interacting with
faculty, industry experts and other students.

Imarticus Learning has a strong track record of


success. The company's programs have helped
thousands of working professionals advance
their careers. With over 56,000 successful
career transitions completed, we have assisted
500+ renowned organisations in meeting their
human capital requirements and developing
highly skilled individuals to strengthen their
workforce.

If you are a working professional or a college


student who is looking to advance your career,
Imarticus Learning is a great option. The
company's online/classroom education
programs are effective in getting results.

• Placement support • Pass guarantee


About
Imarticus Learning

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MORE INFORMATION

+91 9711831040

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