Chartered Financial Analyst (CFA)
Overview
The CFA (Chartered Financial Analyst) program is a globally recognised certification in investment management, financial analysis, and portfolio management, offered by the CFA Institute (USA). It is regarded as one of the most prestigious qualifications in the global finance industry. The program consists of three levels, covering financial reporting, quantitative methods, equity and fixed income valuation, derivatives, corporate finance, risk management, and portfolio strategy, with a strong focus on ethics and professional standards. CFA is ideal for careers in investment banking, asset management, equity research, and corporate finance, offering global recognition and strong salary growth.Course Features
- Physical Copy of Study Resources
- Practice Question Bank & Comprehensive Test Series
- Doubt Solving Support
- Placement Assistance
- Access to Recorded Lectures
What You Will Learn
- Strong Foundation in Financial Reporting & Analysis
- Quantitative Methods & Financial Modelling Concepts
- Equity, Fixed Income & Derivatives Valuation
- Corporate Finance & Investment Tools
- Portfolio Management & Wealth Planning
- Case Based Learning
Who Should Enroll
- 12th Cleared, Under Graduates & Graduates
- Students from all Streams (Finance, Arts, Science)
- Working Professionals in Finance
- Professionals Targeting Capital Market Careers
- CA, CMA, ACCA Students & Qualified Professionals
- Entrepreneurs & Business Owners
Course Highlights
- Complete Coverage of CFA Level I, II & III
- Concept-Driven & Application-Based Teaching
- Expert Faculty with Finance Specialisation
- Rigorous Mock Test Series
- Case-Study & Analytical Approach
- Personalised Mentorship & Doubt Support
Syllabus
CFA Level 1 (5 Months)
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Eligibility
Qualifiers
Details
Education
At max 23 months remaining for completion of graduation i.e. students should be atleast in 2nd year of under graduation to take the exam.
Other requirements
Proficiency in english
Valid international passport
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Registration & Fee
Components
Fees
Standard registration
$1,490
Register early and save
($350)
Amount excluding GST
$1,140
GST @ 18%
$205.2
Total Amount
$1,345.2
-
Exam
Aspects
Details
Mode of exam
Computer-based exams at designated test centers
Exam Frequency
Four times a year, in February, May, August, and November
Exam Pattern
Multiple Choice Questions (MCQs)
Exam Timing
2 sessions of 2 hours and 15 minutes each
Negative Marking
No
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Structure
Sessions
Topics
Session 1:
1. Ethical and Professional Standards [15—20%]
2. Quantitative Methods [6-9%]
3. Economics [8-12%]
4. Financial Statement Analysis [6-9%]
5. Corporate Finance [11-14%]
Session 2:
6. Equity Investments [6-9%]
7. Fixed Income [11-14%]
8. Derivatives [11-14%]
9. Alternative Investments [5-8%]
10. Portfolio Management [7-10%]
CFA Level 2 (5 Months)
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Eligibility
Qualifier
Details
Academic background
At max 11 months remaining for completion of graduation i.e. Students have to be atleast in final year of under graduation
Other requirements
Proficiency in english
Valid International passport
-
Registration & Fee
Components
Fees
Standard registration
$1,490
Register early and save
($350)
Amount excluding GST
$1,140
GST @ 18%
$205.2
Total Amount
$1,345.2
-
Exam
Aspects
Details
Mode of exam
Computer-based exams at designated test centers
Exam Frequency
Three times a year, in May, August, and November
Exam Pattern
Multiple Choice Questions (MCQs)
Exam Timing
2 sessions of 2 hours and 15 minutes each
Negative Marking
No
-
Structure
CFA level 2
Topics
Vignette-supported multiple-choice questions
1. Quantitative Methods
2. Economics
3. Financial Reporting and Analysis
4. Corporate Issuers
5. Equity Valuation
6. Fixed Income
7. Derivatives
8. Alternative Investments
9. Portfolio Management
10. Ethical and Professional Standards
CFA Level 3 (5 Months)
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Eligibility
Eligibility Requirements
After Completion of Graduation
-
Registration & Fee
Components
Fees
Standard registration
$1,590
Register early and save
($350)
Amount excluding GST
$1,240
GST @ 18%
$223.2
Total Amount
$1,463.2
-
Exam
Aspects
Details
Mode of exam
Computer-based exams at designated test centers
Exam Frequency
Twice a year, in February and August
Exam Pattern
Multiple Choice Questions (MCQs) + Descriptive type Questions
Exam Timing
2 sessions of 2 hours and 15 minutes each
Negative Marking
No
-
Structure
CFA Level 3
Topics
Vignette-supported essays and multiple-choice
Asset Allocation
Portfolio Construction
Performance Measurement
Derivatives and Risk Management
Ethical and Professional Standards
Pathways (Portfolio Management or Private Markets or Private Wealth)
Instructor: Dr. Rajesh Kumar
senior faculty
- Experience: 22 Years
- Students Taught: 10000
- Specialization: Finance
- Instructor Rating: 5/5
Frequently Asked Questions
CFA
CFA FAQ
Q: What is the eligibility for CFA after 12th?
A: Students can begin preparing for CFA after 12th alongside graduation. However, for official CFA Level 1 registration, students must meet the eligibility criteria set by the Institute
Q: Which graduation courses are best with CFA?
A: Popular combinations include: • B.Com • BAF • BBI • BMS • Eco/Finance degrees • International finance programs The goal is to pursue graduation alongside CFA preparation.
Q: When should students ideally start CFA preparation?
A: The earlier students start, the better their advantage. Most students begin immediately after 12th to build strong finance fundamentals and stay ahead of competition.
Q: Is passport compulsory for CFA?
A: Yes. A valid passport is mandatory for appearing in CFA examinations.
Q: Can students do CFA along with college?
A: Yes. In fact, most students pursue CFA alongside graduation to save time and gain an early career advantage.
Q: What are the career opportunities after CFA?
A: CFA opens opportunities in: • Investment Banking • Equity Research • Portfolio Management • Financial Analysis • Wealth Management • Corporate Finance • Asset Management
Q: Is maths compulsory for CFA?
A: No advanced mathematics is required. Basic quantitative aptitude and calculator usage are sufficient.
Q: Is CFA difficult?
A: CFA is professional and concept-based. With proper guidance, regular lectures, practice, and discipline, students can clear the exams successfully.
Q: Are study materials and calculator provided?
A: Yes, depending on the package/course offering: • F2F lectures (Student purchasing F2F lectures) • Online live lectures (Students purchasing F2F and online live lectures) • Recorded lectures (students purchasing recorded lectures) • Summary book (All students) • Financial Modelling course ( CFA L1 students purchasing F2F and online course ) • Doubt solving support ( All students ) • Kaplan Schweser ( CFA L1 students special 12th std F2F admissions only)
Q: Can students attend online lectures?
A: Yes. Online, offline, and hybrid learning options are available depending on the batch structure.
Q: How early should students register?
A: Students should register early to: • Get preferred batches • Avail scholarship/early benefits • Start preparation ahead of competition
Q: Why should students start CFA early?
A: Starting early helps students: • Build a stronger profile • Gain finance exposure sooner • Improve internship opportunities • Stay ahead in placements and career growth
Q: Who should students contact for admission support?
A: Students can connect with the counselling team for: • Career guidance • Batch details • Fee structure • Admission assistance
Success Stories
CFA
Priyal Lotiya (CFA Level 3 Cleared)
Throughout with JKSC, My experience with JK Shah Classes across all three CFA levels was genuinely enriching. The clarity and practicality with which concepts were explained made even the most challenging topics easier to grasp. The practice questions and test series closely mirrored the CFA curriculum, providing the right level of preparation and confidence before each exam. What stood out was how interactive and engaging the classes were. The learning environment encouraged questions, incorporated real-world examples, and maintained a strong focus on understanding rather than just completion. It wasn’t just about covering the syllabus it was about learning it the right way. JK Shah Classes' CFA vertical offers a well-rounded, student-centric approach that helps aspirants stay consistent, motivated, and fully prepared at every stage of the CFA journey.
Karan Jakharia (CFA Level 3 Cleared)
Clearing all three levels of the CFA program wouldn’t have been possible without the unwavering support and guidance from the CFA vertical at JK Shah Classes. Their structured teaching methodology, comprehensive test series, and strong focus on conceptual clarity created the perfect foundation for success. What truly sets them apart is their prompt and effective doubt-solving mechanism be it during concept-building sessions or high-pressure revision phases. The learning environment is built to keep students engaged, confident, and consistently progressing through each level of the program. The CFA program at JK Shah Classes goes beyond textbook learning. It equips aspirants with a profound understanding of the curriculum while nurturing a results-driven mindset crucial for tackling one of the toughest finance qualifications. For anyone looking to pursue the CFA designation, JK Shah Classes is more than just a coaching institute; it’s a partner in your journey
Ekarth Patel (CFA Level 3 Cleared)
My journey here was exciting. The study material provided is really helpful and regular practice test can really help you stay confident with your preparation. Having an Engineering background, I never felt that I was not on the same page as others. Professors help you clear the concepts at the same time. Apart from the curriculum, other general knowledge and market discussions are also shared with active involvement from the students.