Chartered Financial Analyst (CFA)

CFA Institute

A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute.CFA is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.

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  • Global
    Recognition
  • 3
    Levels
  • 10
    Subjects
  • 2 – 3 years
    Duration
  • EMI
    Options
  • Placement
    Supports
  • Global
    Recognition
  • 3
    Levels
  • 10
    Subjects
  • 2 – 3 years
    Duration
  • EMI
    Options
  • Placement
    Supports

Programme Overview

  • Global Certificate
  • 3 Levels | 10 Subjects
  • 2-3 years timeline
  • Qualified Faculty Pool
  • In-house Learning Management software
  • Personalised Study Plan
  • Training and Internship opportunity
  • Opportunities in India and abroad

To become a charter holder, candidates must pass three exams, have a bachelor’s degree, and have at least four years of relevant professional experience.

Lets start the career with Invisor!

Syllabus

Level 1:

  • Ethical and Professional Standards (15% -20%)
  • Quantitative Methods (8% -12%)
  • Economics (8% -12%)
  • Financial Statement Analysis (13% -17%)
  • Corporate Finance (8% -12%)
  • Equity Investments (10% - 12%)
  • Fixed Income (10% - 12%)
  • Derivatives (5% -8%)
  • Alternative Investments (5% - 8%)
  • Portfolio Management & Wealth Planning(5% -8%)

Level 2:

  • Fixed Income (10% -15%)
  • Derivatives (5% - 10%)
  • Alternative Investments(5% -10%)
  • Portfolio Management and Wealth Planning(10% -15%)
  • Ethical & Professional Standards(10% -15%)
  • Quantitative Methods(5% - 10%)
  • Economics(5% -10%)
  • Financial Statement Analysis (10% - 15%)
  • Corporate Finance (5% - 10%)
  • Equity Investments (10% - 15%)

Level 3:

  • Ethical & Professional Standards(10% -15%)
  • Economics(5% -10%)
  • Equity Investments (10% - 15%)
  • Derivatives (5% - 10%)
  • Alternative Investments(5% -10%)
  • Fixed Income (15% - 20%)
  • Portfolio Management and Wealth Planning(35% -40%)

Our Lectures

Demo Lecture I

Demo Lecture II

Exam Pattern

Level 1

90 MCQs each session | 2 hours 15 mins each session

Exam Windows : February, May, August, November

Level 2

44 Vignettes each session | 2 hours 12 mins each session

Exam Windows : February, August, November

Level 3

Vignettes & Essay questions | 2 hours 12 mins each session

Exam Windows: May, August
                 

Eligibility Criteria

Minimum eligibility criteria for the program

  • Candidate should hold a bachelor’s degree or should be in the final year or should have relevant 4 years of work experience.
  • A valid international travel passport.
January/February
  • Window Period: 1st Jan to 28th Feb
  • Last Date of Registration: 15th Feb
  • Result Announcing Date (For those who write the exam in January): 15th March
  • Result Announcing Date (For those who write the exam in February): 15th April
May/June
  • Window Period: 1st May to 30th June
  • Last Date of Registration: 15th June
  • Result Announcing Date (For those who write the exam in May): 15th July
  • Result Announcing Date (For those who write the exam in June): 15th August
September/October
  • Window Period: 1st Sep to 28th Oct
  • Last Date of Registration: 15th Oct
  • Result Announcing Date (For those who write the exam in September): 15th November
  • Result Announcing Date (For those who write the exam in October): 15th December

CFA Certification & License

To be eligible for CFA license, you must fulfil all of the following requirements:

  • Candidates must pass three level exams
  • Hold a bachelor’s degree
  • Hold at least four years of relevant professional experience

Program Fee

  • Type Of Fees
     
  • Material Fee
  • CFA Exam Fees (Payable to CFA Institute)
  • One Time Registration Fee
  • Level
    I
  • INR 29,000
  • $1000
              
  • level
    II
  • INR 29,000
  • $1000
              
  • $450
  • Level
    III
  • INR 29,000
  • $1000
              

Our Alumni work at

Students Feedback

Sreeroop Nv, CMA

Analyst | EY

It has been a whirlwind of a year since qualifying CMA USA in last and navigating through a pandemic in the hunt for a job as a fresher. After completion of CMA, I was not even able to apply for a job. Can’t imagine how worst was my situation. Then as a gem, I heard about First Career Program (FCP) from my CMA tutor Alex Tom Joseph. But I was in a dilemma and then I thought of the best quote I have heard in my entire life. If someone gives you an amazing opportunity, you better grab it first so that he wants to give you the next one. “So, then I finally decided to go with the Plan To Join with FCP Program.  To my surprise with gods grace everything went well and it was one of the best timely decisions that I had taken in my life because Geevar and Alex always ensured to give us the best training capsules challenged with hands-on experience that we ever had, with the practical application of what we had studied in our professional student career. Now, I am beyond excited to announce that I have accepted a new innings with EY as Analyst. So, a huge thank you to the Invisor Education team for their great support in building me from behind and Special cheers to Geevar Thambi, CMA, CSCA, Alex Tom Joseph, CMA, Muhammed Shafeeque and Muhammed Thwoyyib for giving me such an amazing experience at FCP and for moulding me for what Im today. 
I am ready to kickstart this new adventure with EY and cant wait to continue growing in this new role.

Aneesha Nasir, CMA

Analyst | Northern Trust

I'm here to share an exciting journey which I had experienced after I completed CMA USA. As a fresher, there were so many hurdles for me to get a job at MNC's. After applying at so many companies I didn't even got a response from them, it caused so much frustration in myself. Then I heard about First career program from my CMA tutor Alex Tom Joseph, CMA . He told me about what all are provided in this training program but I was actually double minded whether to join or not join. But then I thought to give it a go, So I joined there half-heartedly. To my surprise everything went well and it was one of the best decision that I had took in my life because Geevar and Alex always ensured to give us with the best training experience that we ever had, with the practical application of what we had studied in our professional courses. Now I'm placed at Northern Trust,one of the leading financial institutions at USA. So I personally thank Geevar Thambi, CMA, CSCA, Alex Tom Joseph, CMA, Muhammed Shafeeque for giving me such an amazing experience at FCP and for moulding me for what I'm today.

Bibin Thamby, CMA

Accounts Specialist | Consero Global

A great aspect about this training at Invisor is hands on experience on live project, which helped me to gain a deep knowledge in finance. The content of the training was exciting and helped me to get the my first job.

Hemangi Radadiya

Finance Executive | Confiance Bizsol Pvt Ltd Ahmedabad

I can say confidently that choosing Invisor as my study partner is the best decision I have made for my CMA certification. Don’t think too much just go and enrol with them if you planning the CMA certification.

Aaron Mohan

CMA

I will sing of the mercies of the Lord forever; With my mouth will I make known Your faithfulness to all generations" - Psalms 89:1 I am immensely glad to receive the news of my successful completion of the CMA Exams. I know for a fact that I would not make it without the tender mercies of my Lord and Savior Jesus Christ, my family and friends, and by the most generous hearts behind my success Geevar & Ganesh H, who were more than just tutors to me. I am glad to cross roads with you both. Huge shoutout to Invisor Global Inc. for all the right materials and resources for my study.

Sheik Shameel

Associate - Customer service | Entigrity

After completing my CMA course the lockdown was imposed in India due to pandemic. When there was a break in lockdown I started looking for a job, almost 5, 6 months I send mails, applied through career sites, job portals, but there was no response from the other end most of the time. I only had one or two interview in which the salary was too low compared to market standards. Then I heard about First career program (FCP) provided by Invisor Global Inc. First I thought it's just a intern programme where most of the companies hire freshers and let them settle the pending files. I contacted Invisor team and they told me it's not what actually looks like and they gave all the information about the FCP, and I decided to join the program, which was a turning point in my life. During the internship period itself I got an offer from Entigrity Solutions Pvt Ltd which is a leading consulting firm mainly dealing with US and Canadian clients I joined here as an Associate - Customer service. Thanks to the entire Invisor team for the support.

Vinu Vijayan , CM

Accounts Specialist | Consero Global

Hi I am Vinu. After completion of my CMA, I applied to a lot of openings throgh many job banks . But I did not get any response from the recruiters. Then I got heard about First Career Program run by one of my faculty Mr Alex. I took a chance by enrolling for the program. I swear it was the best decision I have ever made. The projects assigned by Geevar Thambi, CMA, CSCA and Alex Tom Joseph, CMA has really helped me to get an idea about how the corporates do their work. And as a result I got a chance to work with a leading MNC. Thank you team Invisor Global Inc. for the great change that you guys have made in my career.

Mohammed Raashed, CMA

Financial Analyst | A to Z Services – Qatar

Hello Everyone, I would like to share an exciting journey I experienced after I completed my Certified Management Accountant course. Since I was a fresher, it was pretty hard for me to find a job in MNCs or any companies for that matter. I applied for so many positions which only got rejected because of my lack of technical experience which lead to frustration and disappointment.  It was then that I heard about First Career Program from my CMA tutor Alex Tom Joseph, CMA. He went through what will be provided in this program and I was immediately interested in it. I should say it was one of the best decisions I made to help my career because Geevar Thambi, CMA, CSCA, and Alex Tom Joseph, CMA always ensured to give us the best training experience that we ever had, with the practical application of what we had studied in our professional courses. Because of the training I received there, I was able to secure a good job at Consero Global, one of the leading financial institutions. So, I would like to thank Alex Tom Joseph, CMA, Geevar Thambi, CMA, CSCA, and Muhammed Shafeeque for giving such amazing experience and training at FCP and for helping me secure a good job at a well-reputed company.

Varsha Menon, CMA

Accounts Specialist | Consero Global

After completing the CMA exams, I didn’t have any idea about how to apply for the job and get into an MNC. At that time Alex Tom Joseph and Geevar Thambi, CMA, CSCA has invited me for the First Career Program at Invisor Global Inc. , which changed my professional life. The training improved my knowledge in accounting and got a crystal clear picture of a company's working culture. Thank you team Invisor for making us a perfect working professional. Invisor Global Inc.  Muhammed Shafeeque.

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Frequently Asked Questions

  • CFA Overview
    • What is CFA charter?

      The Chartered Financial Analyst® (CFA) charter is a professional designation (not a degree) issued by the CFA Institute after three levels of credentialing exam in order: Level I, Level II, and Level III. It is the most respected designation to get recognized as an investment management designation. CFA India is a recognized community of stockbrokers and investment bankers leading the market for the wealth management domain

    • How many papers are for CFA?

      From 2021, CFA level exams follow computer-based testing. CFA level I contains -180 multiple- choice questions, to be completed within 2 hours and 15 minute session times. CFA level 2 exam format is also the same as the CFA level 1 exam, the questions are divided into question sets, where half of the item is set in the morning and a half in the afternoon. To solve the questions, you will need to use the information provided in each item set. CFA Level III test is also computer-based and includes both a morning and afternoon session’s course duration at each level is approximately 6 months. For 3 CFA-level courses, the CFA certification timeframe is 2 years on average. For CFA level III, the morning session contains 8-15 essay-style questions or constructed response questions, each with various elements to help you organize your response. The questions assess your ability to apply the curriculum in the real world by presenting you with a scenario to solve or advise on. Item sets, comparable to CFA Level II, are featured in the afternoon session. Each item set starts with a case statement, followed by four to six multiple-choice questions about the statement.

    • What is the duration of CFA course?

      CFA course duration at each level is approximately 6 months. For 3 CFA-level courses, the CFA certification timeframe is 2 years on average.

    • What are the requirements to become a CFA Charter?

      To become the CFA Charter holder, the candidate must complete all three levels of CFA examination along with 4 years of relevant professional work experience

    • What are the requirements to appear for CFA exam?

      There is a $185 fee per part paid at the time of appointment scheduling. The test fee is non-refundable and non-transferable.

      • Pursuing the last year of graduation
      • Have 4 years of relevant work experience in the investment banking/wealth management
      • Any graduation
      • A valid passport
    • What are the requirements to become a CFA Charter?

      To become the CFA Charter holder, the candidate must complete all three levels of CFA examination along with 4 years of relevant professional work experience

    • Which are the exam windows of CFA?

      CFA Level I exams are conducted quarterly in the month of February, May, August & November.

      CFA Level II exams are conducted in the month of February and August.

      CFA Level II exams are conducted in the month of February and August.

      CFA Level III exams are conducted in the month of May and November.

    • What is the passing rate of CFA Exams?

      On an average 40% candidates’ clear level 1 and level 2, and 50% clear level 3.

    • Do the candidate need a passport?

      When registering for the exam the candidate need not to have a passport, however the candidate needs the passport when appearing the exam.

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