Synthesis Learning About ACCA

Chartered Financial Anayst (CFA) Course

The CFA course is a global finance & investment course offered by the American Chartered Financial Analysts Institute- (CFA Institute)
CFA means Chartered Financial Analyst, a world’s most highly respected finance designation for more than 60 years. CFA course in India is highly valued across the finance sector and tops the “must do” list if you wish to enter the finance and wealth management profession or make a substantial progress at all stages of your career.


1. Global CFA jobs

CFA designation allows you to work across sectors in job roles like

Functions and roles :

  • Relationship Manager
  • Portfolio/Wealth/Finance Manager
  • Research Analyst
  • Chief Executive
  • Investment/Financial Consultant
  • Risk Manager
  • Financial Advisor
  • Corporate Financial Analyst &
  • CFO

2. Prestigious CFA Jobs and career advancement prospects globally

The CFA course equips you not only to enter the finance profession, but also to excel at all stages of your career. The CFA is a choice for more than 31,000 employer investment firms worldwide as well as a host of other organizations. The designation is recognized by over 125 distinguished universities and colleges and regulatory bodies across the world. The top 11 global employers of charter holders include JPMorgan Chase, Bank of America, Merrill Lynch, UBS, RBC, HSBC, Wells Fargo, Credit Suisse, Morgan Stanley, Smith Barney, BlackRock, and Citigroup.

3. CFA in India

Financial institutions, investment banks, commercial banks, asset management firms, insurance companies, securities regulator, hedge funds, financial institutions, universities, credit rating firms, etc. prefer professionals with CFA designation. When hiring leading firms demand finance professionals with real-world analytical skills, technical competence, and the highest professional standards, often requiring the CFA designation as a prerequisite. Many organizations encourage their employees to take CFA exams and some also sponsor the fee. Salary of CFA qualified professionals has an excellent range and prospects in India.

4. Global Passport

The CFA institute connects you with the prestigious global community of CFA members and thought leaders who manage trillions of dollars of wealth on behalf of investors around the world. You join a vast professional network of more than 135,000 finance professionals worldwide and gain unmatched career resources, important relationships, and lifelong insights. The CFA qualification is recognized by regulators, universities, and certification programs in at least 30 countries and territories.

5. Unmatched Real- World Expertise

The CFA exams and the rigorous curriculum will equip you for complex investment & finance decisions. The CFA syllabus is designed to impart finest knowledge giving insight which is relevant to gaining expertise and establish financial credentials. It also emphasizes the highest ethical and professional standards. Earning the CFA charter demonstrates a mastery of advanced investment management and financial analysis curriculum that leverages current best practices and the experience of practitioners around the world to bridge real-world practices and theoretical knowledge.

6. High passing percentage

  • Global Pass % (2017)
  • Level 1: 43 %
  • Level 2: 47 %
  • Level 3: 54 %


CFA Levels -There are 3 levels to qualify as a CFA



Year 1
Level 1-Exam
  • June & December
  • (1st Saturday of the month)


Year 2
Level 2-Exam
  • June     
  • (1st Saturday of the month)


Year 2
Level 3-Exam
  • June     
  • (1st Saturday of the month)



The CFA syllabus comprises of specific focus at each level.

Main focus areas:

  • Level 1 of CFA-Investment tools, Corporate Finance, Financial reporting.
  • Level 2 of CFA- Asset Valuation, Financial Analysis.
  • Level 3 of CFA- Portfolio Management, Wealth planning, Equity Investments, Fixed Income Investments.


  • Level 1 Exam is held every June & December
  • Level 2 & 3 Exams are held every June
  • Duration of each exam: 6 hours - 3 hours morning, 3 hours afternoon.
  • Exam conducted across the world.


Exemptions are available depending on your qualifications.


It Consists of 3 levels and takes 2.5 to 3 years to complete the CFA program.



Our current class locations are Matunga & Vileparle in Mumbai. We shall soon be coming to a location closer to you. Call us on 9320007893/96 to know more.

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