Syllabus

PHASE 1: CFA LEVEL I PREPARATION

Module 1: Financial Statement Analysis (CFA Level I prep)

Analyze balance sheets, income statements, and cash flows
Identify red flags in financial statements
Calculate financial ratios for company analysis
Understand cash-based vs accrual accounting differences
Practice reading statements from 10 different business types
Work through 120 CFA Level I financial reporting questions with explanations
Build simple templates for company financial health analysis
Create an investment analysis report for a startup
Set up a LinkedIn profile for corporate finance opportunities
Connect with 20 finance professionals and practice pitching
Learn what investors look for in company financials
Build a checklist for spotting investment opportunities

Module 2: Quantitative Methods (CFA Level I prep)

Calculate present value and future value for business scenarios
Use probability and statistics to assess investment risks
Learn the time value of money through fundraising examples
Build simple models to forecast business growth and returns
Practice calculator skills for CFA exams and client work
Complete 150 CFA Level I quantitative questions with solutions
Create basic DCF models for company valuation
Learn regression analysis to identify business data trends
Practice hypothesis testing and confidence intervals for investment decisions
Build Excel models that automate complex calculations
Connect with 15 startups needing financial analysis help
Create templates for quantitative analysis work

Module 3: Corporate Finance (CFA Level I prep)

Understand when companies should borrow money vs sell equity
Learn different types of debt financing options
Calculate the cost of capital for companies at different growth stages
Study startup financing: SAFEs, convertible notes, and equity rounds
Practice capital budgeting decisions for profitable growth
Work through 180 CFA Level I corporate finance questions
Create funding strategy recommendations for 2 growing companies
Learn dividend policies and share buyback decisions
Build simple models showing optimal capital structure choices
Connect with 10 startup founders needing financing advice
Learn to write executive summaries explaining financing options
Practice presenting capital structure recommendations

Module 4: Equity Valuation (CFA Level I prep)

Apply different valuation methods for company pricing
Build discounted cash flow models for companies without profits
Learn comparable company analysis using industry multiples
Understand venture capitalist valuation methods for early-stage companies
Study real examples of successful and failed valuations from recent deals
Complete 200 CFA Level I equity valuation questions
Create complete valuation models for 3 companies seeking investment
Learn when high valuations make sense vs hype
Practice defending valuations to skeptical investors
Connect with 10 angel investors
Build valuation templates for different business types
Learn to explain complex valuations in simple terms

PHASE 2: CFA LEVEL II PREPARATION

Module 5: Investment Presentations (CFA Level II prep)

Study pitch decks from companies that raised funding
Learn to tell compelling stories using financial data and projections
Build market size analysis supporting growth assumptions
Create competitive analysis showing why companies will succeed
Practice presentation skills for investor meetings
Learn design principles for clear financial information
Build 3 complete pitch decks for companies at different stages
Practice handling tough investor questions during presentations
Connect with 15 investors through directories and LinkedIn outreach
Learn to customize presentations for different investor types
Build library of templates for pitch deck creation
Practice video presentations for remote investor meetings

Module 6: Fixed Income and Alternative Financing (CFA Level II prep)

Learn bond basics, interest rate calculations, and credit analysis
Understand revenue-based financing and when it makes sense
Study invoice factoring, inventory financing, and other debt options
Learn about government grants and subsidies
Practice credit analysis to assess loan repayment ability
Work through 160 CFA Level II fixed income questions with case studies
Create debt financing proposals for companies without bank access
Learn to structure deals for both borrowers and lenders
Build models showing debt capacity and repayment scenarios
Connect with 10 alternative lenders
Create checklists for different debt financing applications
Practice explaining debt options to business owners

Module 7: Portfolio Management (CFA Level II prep)

Learn how professional investors build diversified portfolios
Understand risk and return concepts guiding investment decisions
Study behavioral finance and investment decision psychology
Calculate risk-adjusted returns and performance measures
Learn asset allocation strategies for different investor types
Work through 180 CFA Level II portfolio management case studies
Build investment policy statements for family offices and angel groups
Create portfolio models showing optimal asset allocation
Practice rebalancing strategies and tactical adjustments
Build simple tools for tracking portfolio performance
Learn to explain portfolio concepts to individual investors

Module 8: Financial Modeling (CFA Level II prep)

Build 3-statement models connecting income statement, balance sheet, and cash flow
Create unit economics models for subscription and recurring revenue businesses
Learn scenario planning for best case, worst case, and realistic outcomes
Build sensitivity analysis showing how assumption changes affect results
Practice with models for different business types from SaaS to manufacturing
Work through CFA Level II item sets requiring integrated financial modeling
Learn industry-specific modeling approaches for tech, retail, and service companies
Build merger models showing financial impact of acquisitions
Practice explaining model assumptions and limitations to clients
Create model templates for most client situations
Learn to spot and fix common modeling errors

PHASE 3: CFA LEVEL III PREPARATION

Module 9: Due Diligence (CFA Level III prep)

Learn systematic due diligence processes for different deal types
Create checklists covering financial, legal, and business due diligence
Practice identifying red flags indicating potential problems
Learn to assess management teams and execution ability
Study real examples of due diligence preventing bad investments
Work with CFA Level III case studies on institutional investment decisions
Practice conducting complete due diligence reviews
Learn reference checking and background verification techniques
Create investment memos helping decision makers evaluate opportunities
Connect with 10 professional investors
Build templates for organizing and presenting due diligence findings
Practice explaining investment risks and opportunities to investment committees

Module 10: Global Markets (CFA Level III prep)

Learn how currency fluctuations affect international investments
Understand regulatory differences between major investment markets
Study economic indicators predicting market movements and opportunities
Learn cultural factors affecting business success in different countries
Practice building investment strategies for emerging markets
Work through CFA Level III economics and global market case studies
Create frameworks for evaluating country and currency risk
Learn tax implications of cross-border investments and structures
Build models incorporating currency hedging and international diversification
Connect with 10 international investors
Create service offerings for cross-border clients
Practice explaining global investment concepts to domestic investors

Module 11: Performance Measurement (CFA Level III prep)

Learn to calculate investment returns using industry-standard methods
Understand performance attribution and portfolio result drivers
Create investor reports clearly communicating performance and strategy
Learn benchmarking techniques comparing performance against alternatives
Study GIPS standards and performance presentation requirements
Work through CFA Level III performance evaluation essay questions
Build reporting templates for different investor relationship types
Practice explaining performance during good and bad periods
Learn fee calculations and performance-based compensation structures
Connect with 5 institutional investors
Create quarterly update templates keeping investors engaged
Practice presenting annual performance reviews to investment committees

Module 12: Professional Practice (CFA Level III prep)

Create systematic processes for finding and winning new clients
Learn proposal writing clearly explaining value and pricing
Build professional relationships with lawyers, accountants, and deal professionals
Practice networking strategies leading to referrals and repeat business
Learn to price services appropriately for different work types
Study career paths in investment banking, private equity, and corporate finance
Create business development systems generating consistent opportunities
Learn to manage multiple client relationships while maintaining quality
Build team hiring and training processes as practice grows
Connect with 50 professionals who can refer business
Create long-term strategic plans for building sustainable practice
Practice positioning as trusted advisor rather than service provider

What is included in each module

100-180 actual CFA practice questions covering Levels I, II, and III
Specific networking assignments to build professional relationships
Templates and strategies for immediate use with clients
Live sessions with successful practitioners and industry experts
Case studies from actual deals and transactions

Course Plan

Above prices are inclusive of all applicable taxes and charges.

Standard

RS. 120000 incl. of all charges

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1 online live class/week

2 practical or drafting exercises per week

Get digital access to entire study material

Access on LMS, Android & iOS app

Instructor feedback on assignments

Unlimited doubt clearing sessions.

Instructor led course with online live classes

Online exams (give exams as per your convenience on given time slots)

Certificate (by courier)

CV enhancement

Coaching for professional networking

Training for writing and publishing articles

Internship & Job Support

Interview preparation guidance

Access to updated content online for 3 years

Top students are recommended to law firms and companies (as applicable)

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CFA training program with corporate finance practice

CFA training program with corporate finance practice