CFA Course - Build Your Career in Investment Banking & Finance
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)
-
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
-
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)
-
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)
-
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 Course & Coaching
Q: What is the CFA course?
A: The CFA (Chartered Financial Analyst) course is a three-level professional examination programme administered by the CFA Institute, USA. It covers investment analysis, portfolio management, financial reporting, derivatives, fixed income, and ethics. The CFA designation is the most respected credential in global investment management.
Q: What is the CFA eligibility for Indian students?
A: Indian students must be in at least the 2nd year of graduation to register for CFA Level 1. A valid international passport is mandatory. No specific stream requirement exists - students from science, commerce, and arts backgrounds are eligible.
Q: How many levels are there in the CFA course?
A: The CFA programme has three levels: Level 1 (held four times a year), Level 2 (three times a year), and Level 3 (twice a year). Each level must be cleared before attempting the next. Most candidates complete all three levels in 2 to 4 years.
Q: When can I appear for the CFA exam?
A: CFA Level 1 is offered four times a year - in February, May, August, and November. Level 2 is offered three times a year and Level 3 twice a year. This flexible exam calendar allows candidates to plan their preparation around college or work schedules and attempt each level at the earliest opportunity.
Q: Is CFA difficult to clear?
A: The CFA is a demanding qualification with global pass rates of typically around 40% to 45% for Level 1, 44% to 48% for Level 2, and 52% to 56% for Level 3. With structured coaching, disciplined study, and JK Shah Classes' mock test preparation, candidates significantly improve their chances of clearing in the first attempt.
Q: Can I do CFA along with college?
A: Yes. Many students begin CFA Level 1 preparation in the 2nd or 3rd year of graduation. JK Shah Classes offers batch timings that accommodate college schedules, with online classes and recorded sessions available for students who cannot attend fixed batches.
Q: What are the career options after CFA?
A: CFA opens careers in Investment Banking, Equity Research, Portfolio Management, Asset Management, Wealth Management, Corporate Finance, Financial Analysis, Risk Management, and Hedge Funds. CFA charterholders are actively hired by Goldman Sachs, JP Morgan, Morgan Stanley, HSBC, Kotak, HDFC Securities, and major global firms.
Q: What is the difference between CFA and CA?
A: CA is an accounting and compliance-focused qualification for Indian domestic careers in audit, tax, and finance. CFA is an investment management qualification for global careers in capital markets, portfolio management, and research. Many professionals hold both - the combination is highly valued in investment banking and fund management.
Q: Is a passport compulsory for the CFA exam?
A: Yes. A valid international passport is mandatory for CFA registration and examination. The CFA Institute does not accept any other identity document - not even Aadhaar or PAN. Students should apply for a passport well in advance of their planned registration date.
Q: Does JK Shah Classes offer a CFA online course?
A: Yes. JK Shah Classes offers CFA online coaching with live sessions, recorded lectures, study material, and doubt-clearing support for all three CFA levels. Online students receive access to the same mock test series and faculty as classroom students.
Q: What study materials are provided for CFA at JK Shah Classes?
A: JK Shah Classes provides soft copies of summary books, practice question banks, and access to recorded lectures for all CFA levels. Full-length mock tests are included for all levels.
Q: What is the CFA pass rate globally?
A: Globally, CFA Level 1 pass rates are approximately 40% to 44%, Level 2 around 44% to 48%, and Level 3 around 52% to 56%. These rates reflect the rigour of the exam. Structured preparation with expert coaching and consistent mock test practice significantly improves individual pass rates.
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.