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Chartered Financial Analyst

Built strong Value added foundation for professional career

Exam Introduction

There are three exams (“levels”) that test the academic portion of the CFA program. All three levels emphasize the subject of ethics. The material differences among the exams are:

  • The Level I study program emphasizes tools and inputs and includes an introduction to asset valuation, financial reporting and analysis, and portfolio management techniques.
  • The Level II study program emphasizes asset valuation and includes applications of the tools and inputs (including economics, financial reporting and analysis, and quantitative methods) in asset valuation.
  • The Level III study program emphasizes portfolio management and includes descriptions of strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments for individuals and institutions.

This topic area is dominated by statistics: the topics are fairly broad, covering probability theory, hypothesis testing, (multi-variate) regression, and time-series analysis. Other topics include timthe e value of money —incorporating basic valuation and yield and return calculations—portfolio-related calculations, and technical analysis.

Entrance Requirements

To enroll in the CFA Program and register for your first Level I exam, you must have:

  • An international travel passport (read the ID policy) and
  • One of the following:
    • Undergraduate education: A bachelor’s (or equivalent) degree or be in the final year of your bachelor’s degree program (you must have completed your bachelor’s degree program to register for the Level II exam), or
    • Work experience: Four years of professional work experience (does not have to be investment-related), or
    • A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued before enrollment).

For more information about exam slots review the CFA site mentioned below.

https://www.cfainstitute.org/pages/index.aspx

After done with all your registration, check for CFA professional training classes.

CFA Salary in India

CFA certification ensures better earnings for professionals in India as well. An entry-level CFA holder earns an average annual salary of Rs. 3 lakhs and with the growing years of experience, the salary figure keeps increasing. Having seven to eight years of experience, a CFA holder can earn an average annual salary of Rs. 12 lakhs. The employer type and working ground also play a major role in deciding on the CFA salary. Companies irrespective of size have been paying handsome salaries to CFA credential holders in India. The average annual salary of experienced CFA holders across Indian cities is mentioned below.

Besides, the USA and India, CFA has a better earning scope for professionals in the finance field worldwide. The average annual CFA salary in the UK is £28,350 and has the scope of earning up to £98,529. In Singapore, a CFA credential holder earns from S$ 15k to S$ 235k annually. Thus, the credential pays back much more than the CFA exam costs to professionals. However, these figures are not standard and might vary based on different factors.

To know more request you to send detailed requirements on info@iquantsgraph.com, our team shall revert with the proper solution in the next 48 hours.

Chartered Financial Planning

Undergraduate education, Work experience, A combination of professional work experience and education

Examination

The CFP Certification Examination is a multiple choice, computer-based exam consisting of 170 questions, broken into two sessions separated by a 40-minute break. Candidates have up to three hours to complete each session. The exam includes two case studies, multiple mini-case problem sets and stand-alone questions designed to assess the student’s ability to apply his or her knowledge of the aforementioned areas to financial planning situations. Prior to 1993, CFPs were allowed to maintain their certification without having to pass this exam.

  • Establishing and Defining the Client Relationship
  • Gathering Client Data and Goals
  • Analyzing and Evaluating the Client’s Financial Status
  • Developing and Presenting Financial Planning Recommendations and Alternatives
  • Implementing the Financial Planning Recommendations
  • Monitoring the Financial Planning Recommendations

Technical Analyst

Certification and Live experience.

List of understanding

Investment Analyst

Mutual Fund, Insurance, Seeding...etc.,

List of understanding

Research Analyst

Overview of Analysis and Analyst, Calls, Approaches..,

List of understanding

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