FAQs

CFA charterholders are recognized for their deep financial knowledge, ethical conduct, and analytical abilities, making them suitable for a wide range of roles in the finance industry.

1. Portfolio Manager

• Manages investment portfolios for clients, including individuals, institutions, or mutual funds. Responsible for asset allocation, investment selection, and risk management.

2. Investment Analyst

• Conducts research and analysis on financial markets, securities, or industries to provide recommendations to portfolio managers or clients.

3. Equity Research Analyst

• Specializes in analyzing and providing recommendations on stocks, including financial analysis and forecasting for public and private companies.

4. Fixed Income Analyst

• Focuses on analyzing and managing investments in bonds, debt securities, and other fixed-income products.

5. Risk Manager

• Identifies, assesses, and mitigates financial risks within an organization or portfolio, ensuring that potential losses are minimized.

6. Chief Financial Officer (CFO)

• Oversees financial operations within an organization, including budgeting, forecasting, and financial reporting.

7. Financial Advisor/Wealth Manager

• Provides personalized financial advice and investment management services to individuals or families, helping them meet their financial goals.

8. Corporate Finance Professional

• Works within companies to handle financial planning, mergers and acquisitions, capital budgeting, and strategic financial decisions.

9. Private Equity/Venture Capital Professional

• Invests in and manages private companies or startups, conducting due diligence, financial modeling, and deal structuring.

10. Hedge Fund Manager

• Manages hedge funds, utilizing advanced strategies to generate returns for high-net-worth individuals and institutions.

11. Consultant

• Provides financial advisory services to firms in areas such as investment strategy, financial management, and operational efficiency.

12. Compliance and Regulatory Roles

• Ensures that financial institutions adhere to regulations and maintain ethical practices in investment activities.

In this case we lead by example. Our leading faculty Mr. Manish Ramuka secured IT engineering as his first qualification. After that he not only studied and cleared MBA but today is also in a capacity to teach the same to the aspirants. CFA as a course largely focuses on analysis of financial statements. Analytical skills of an engineer are unmatchable. Just a little knowledge on commercial jargons and voila! One can comfortably attempt the exam.

Mathematics forms only 12% of the entire curriculum and the knowledge required for the same is also very basic. Be rest assured that in the hands of our qualified tutors, mathematics would be a cake walk.

If you take academics in account then no, but coaching will teach you the proper approach to attempt CFA exams as there is a vast difference in the exam patterns. Also with proper coaching you will have assistance in completing the portion well in time.

Yes. CFA Institute requires that every CFA Program candidate have a valid international travel passport. If you don’t have a passport, you will not be able to sit for your exam.

Only two calculator models are authorized for use during CFA® Program exams:

• Texas Instruments BA II Plus (including BA II Plus Professional) – Also preferred by us
• Hewlett Packard 12C (including the HP 12C Platinum, 12C Platinum 25th anniversary edition, 12C 30th anniversary edition, and HP 12C Prestige)

If you’re eligible for an emergency deferral, it will take up to seven weeks to process. You’ll get an email with your voucher code for your next exam, which will also be in your Candidate Tile.

If you pay to defer, your registration and exam appointment will be canceled right away. You’ll receive the voucher code by email and in your Candidate Tile.

Candidates can purchase a deferral for USD 399 to postpone their CFA exam for up to 12 months. The deferral must be purchased before the deadline, and once bought, your registration and exam appointment will be canceled immediately.

Key Details:

• One deferral per registration: You can only defer once per exam.
• No refunds: The deferral fee is non-refundable.
• Eligibility: Deferrals are available depending on exam windows and deadlines.

Candidates can request an Emergency Deferral if they face:

• Life-threatening illness (self or immediate family)
• Death of an immediate family member
• Mandatory military deployment
• Pregnancy (one deferral per level)
• Rescheduled exam by Prometric and no available appointment.

You must provide documentation to support your request. Once approved, you can defer your exam for up to 12 months. Deferrals are subject to exam level, availability, and deadlines.

Starting in 2025, a USD 100 processing fee will be charged for all approved emergency deferral requests. This fee covers the administrative costs of canceling your exam registration.

CFA Institute defines the candidate’s immediate family as only the candidate’s parent, sibling, spouse/domestic partner, or child. For the purposes of deferrals, grandparents are not considered part of a candidate’s immediate family.

Emergency deferral requests are not guaranteed. It’s best to take the exam if possible. Requests are reviewed case-by-case based on your documentation. If denied after your exam, you may be able to buy a deferral. If not, you’ll need to pay for a new exam after results are released.