CFA - A chartered financial analyst​

CFA – Considered as a Gold standard for Professional qualification program in finance offered by the American based CFA institute. One of the most sought after programs globally in advanced investment analysis and portfolio management. It is one of the highest distinctions in the investment management profession.
There are more than 170,000 charter holders around the world and it is growing at 7% annually.
It has 3 levels of the exam covering 10 subjects in levels 1 and 2. It has 7 subjects for level 3.

Why Choose CFA as career

CFA adds an exceptional weight age to your CV. A Charter holder in CFA has higher probability to get an edge over other candidates. CFAs are highly trusted and preferred in many profiles in the financial industry. Candidates go through rigorous training while doing this course. It gives them immense knowledge about the stock market, portfolio management, equity research along with ethics. CFA helps them to carve out niche personality with flair in finance. It also shows the disciple that the candidates must have followed to finish this one of the toughest course. Hence, the CV weight age goes up after the completion of CFA and so, the job prospects as well.

CFA charter holders tend to earn better than most of the other employees in the market as the financial industry prefers CFAs more than many other courses. Because of the professional credibility that the course offers, candidates have better chances to get selected as well as to get better pay packages. Since, financial industry deals with a whole lot of risk and probabilities, CFAs are preferred who are better equipped to handle the situation in the financial world.

CFA is internationally recognized. A Charterholder in CFA can search for job in many countries. Thus, widening the scope of job prospects.
It has a very high professional credibility and considered as Gold Standard in finance. So, for someone looking for careers globally, CFA would be an deal choice.

CFA has 3 levels and covers 10 varieties of subjects. It gives an overall holistic approach towards researching securities. One will be able to think from varieties of fields that can have an impact on the securities. CFA makes one to think from Statistics to Economics to Ethics which helps one to learn from all sides about the financial industry.

CFA is far economical than MBA and more niche towards financial subjects. Students interested in carving career specifically in finance will get and edge over an MBA. CFA adds up more weightage to the CV than most of the other courses, which are more expensive also.

CFA teaches one to manage funds which could be for self or for others. Most of the Fund Managers in the financial industry do CFA course as it helps them to manage funds more efficiently.
So, irrespective of one aims to become Fund Manager or not, CFA helps a person for better money management. This skill can be applied for managing one’s own wealth also. So, it will help to have a better reitrement plan for individuals.

CFA Level 1 exams are held online 4 times and Level two exams are held twice in a year. It gives flexibility for the candidates to schedule their exam. Candidates can plan the schedule much in advance, months before the exam.
Once registered for CFA, the registration is valid forever, it means, even if the candidate does not manage to pass the exam, he can still reappear for the exam after paying the exam fees again. There is no limit on the no. of attempts that a candidate can have for the exam.

As CFA prepares one holistically about the different aspects of financial instruments and the industry as a whole, CFAs are offered varieties of roles in finance. CFAs would be suitable for most of the roles in the financial industry which enhances the scope for better job prospects.

Subjects : Level 1 & 2

  • Equities
  • Fixed Income
  • Derivatives
  • Alternative Investment
  • Portfolio Management & Wealth Planning
  • Corporate Finance
  • Ethics
  • Financial Reporting and Analysis
  • Quantitative Methods
  • Economics

Subjects : Level 3

  • Equities
  • Fixed Income
  • Derivatives
  • Alternative Investment
  • Portfolio Management & Wealth Planning
  • Corporate Finance
  • Ethics
  • Level 1 exam : Online exam conducted in Feb, May, Aug, Nov.
  • Level 2 exam : Paper based exam conducted in June.
  • Level 3 exam : Paper based exam conducted in June.

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  • Portfolio Management
  • Research
  • Consulting
  • Risk Analysis and Risk Management
  • Investment Strategies
  • Relationship Management and Wealth Management
  • Credit Analysis
  • Chief Investment Officer Trading
  • Accounting and Auditing
  • Financial Planning
  • Investment Management / Fund Management
  • Financial Accounting
  • Investment Banking / M & A
  • Asset Management
  • Insurance
  • Equity Research
  • Private Equity
  • Risk Management
  • Private Wealth Management
  • Commercial Banking
  • Management Consulting
  • Fixed Income
  • Derivatives
  • Hedge Funds
  • JP Morgan
  • UBS
  • Morgan Stanley
  • Royal Bank of Canada
  • Black Rock
  • Goldman Sachs
  • Barclays
  • Citi
  • Wells Fargo
  • BNYMellon
  • Bank of America
  • Nomura

Frequently Asked Questions - CFA Course

What is CFA?
Stands for Chartered Financial Analyst. It is one of the highest distinctions in the investment management profession. It is considered as the Gold standard for the investment industry.

What is the qualification required to do CFA?
You should be a graduate or be in the final year of your bachelor’s degree at the time of registration.

Do I have to come from a commerce or finance background to do CFA?
Not necessary. You can be a graduate of any background. In fact, many Engineers also opt for CFA.

How many subjects are there in CFA?

  • Level 1 and 2 – 10 subjects; namely – Equities, Fixed Income, Derivatives, Alternative Investments, Portfolio Management, Corporate Finance, Ethics, Financial Reporting and Analysis, Economics, and Quantitative Methods.
  • Level 3 – Equities, Fixed Income, Derivatives, Alternative Investments, Portfolio Management, Corporate Finance, Ethics.

Is it tough to clear the CFA exam?
Yes, it is one of the toughest exams, however, with strong dedication and discipline, it can be cracked.

Is passport mandatory for giving the CFA exam?
Yes, it is mandatory. Passport is the only accepted national identity proof to register for the CFA exam.

How many hours of preparation is required for passing CFA?
Each level requires around 300 hrs, however, it can differ based on the candidate’s prior experience and knowledge.

When is the CFA exam held?

  • Level 1 – February, May, August and November
  • Level 2 – June
  • List itemLevel 3 – June

When is the training conducted by Finex?
We have both weekdays and weekends batches. Candidates can opt as per their convenience.

What is the duration of the Finex training?
Approximately 6 months

Do you provide online training?
Yes, we provide both classroom training in Chennai and online training also.
We provide weekdays and weekends batches as well.

Is the CFA exam conducted online?

  • Level 1 – Online
  • Level 2 – Paper-based
  • Level 3 – Paper-based

What kind of questions are asked in CFA?

  • Level 1 – Multiple choice questions (MCQ)
  • Level 2 – MCQ with case studies
  • Level 3 – Mixed set of essay type questions and MCQ with case studies

How can I get CFA study materials?
Once you pay the exam fee, CFA will provide you with the curriculum. Alternatively, candidates can also use the study material provided by Schweser.

Overall, how many years will it take to clear CFA?
Around 2.5 years it will take to complete the entire CFA.

Is there any age limit for doing CFA?
There is no age limit for doing CFA.

What are the career prospects after CFA?
You can work in various roles in the financial industry as a Portfolio Manager, Research Analyst, Consultant, Risk Manager, Investment Strategist, Relationship Manager, Wealth Manager, Credit Analyst, Chief Information Officer, Trader, Accountant, Financial Planning, Fund Manager, Investment Banker, Insurance advisor, etc.

Can I get a job after completing CFA level 1?
Yes, most of the companies hire candidates even if they have completed only level 1.

Why should I join Finex Training?
We provide individual attention, business-related current affairs discussion, formula derivation, revision of tough topics, and weekly test.

Which are the companies recruiting CFA candidates?
CFA candidates are recruited by Investment Banks like JP Morgan, Goldman Sachs, Cit, Nomura, Barclays, etc. Also, CFA candidates are preferred by all financial services sectors like Banks, Equity Research firm, etc.