1. CFA
Chartered Financial Analyst

2. Agenda
• About FinTree
• Detailed Program outline
• Contact Information
www.fintreeindia.com

3. About FinTree
 FinTree is one of the leaders in trainings for Finance in
India
 It was founded in 2007 by a team of CA’s/CFA’s/ IITians.
 Currently FinTree has presence in Pune, Mumbai,
Bangalore & Kuwait.
 FinTree and it’s trainers have successfully completed
training programs for various companies in India and
Abroad.

4. Agenda
• About FinTree
• Detailed Program outline
• Contact Information
www.fintreeindia.com

5. CFA
Chartered Financial Analyst
www.fintreeindia.com

6. Agenda
•What is CFA?
• Career opportunities?
• Global reach?
• CFA training at Fintree?
www.fintreeindia.com

7. What is the CFA ?
• A self-study curriculum with three levels of examinations offered by
CFA Institute (USA), it is the most recognized global designation
for finance professional in the world.
• Practical, relevant education based on a practitioner-driven global
body of investment knowledge.
• Exam locations worldwide at more than 200 locations in
74 countries.
• The CFA charter provides you with a strong foundation for a variety
of career choices in the investment profession.

8. Agenda
• What is CFA?
•FAQ’s
• Career opportunities?
• Global reach?
• CFA training at Fintree?
www.fintreeindia.com

9. Sr. Question Answer
No
1. What is the cost Involved? Approximately 1.25 Lakhs* spread over the
period of two years
*Subject to exchange rates and other variables
*For more information visit
www.cfainstitute.org
2. How many exams do I need to Three Exams, Level I, II & III
pass?
3 What is the Course duration? Approximately two years, varies based on how
quickly you pass the exams!
4 Do I have to pass all the three No, There are job opportunities available after
each and every level.
levels to get a job or make a For more information visit www.google.com!
switch?

10. Sr. Question Answer
No
5 Is it relevent for Engineers as Yes, specially for candidteas from IT
background. There are huge amount of
well? opportunities in India and Abroad.
6. How does is stand compared Different opinions here, but It works as a
complement as well as a substitute.
to a MBA program?
7 How is CA+ CFA Combination? Excellent, In fact a sought after profile by many
equity reserach houses in India.
8 How is a MBA + CFA Again opinions vary here, in our opinion If
you’re a MBA from top five B-schools in India,
Combination? then CFA might just be a “nice to have on CV”
kind of Exercise.
If not, CFA might be a necessity.
( Our CFA lead instructor is a visiting faculty
with top B- Schools in India)

11. Agenda
• What is CFA?
•Career opportunities?
• Global reach?
• CFA training at Fintree?
www.fintreeindia.com

12. CFA
Designation

13. Agenda
• What is CFA?
• Career opportunities?
•Global reach?
• CFA training at Fintree?
www.fintreeindia.com

14. Global Members and Candidates.
The Americas
Members: 65,800 Asia Pacific
Candidates: 75,200 Members: 13,600
Candidates: 80,400
Europe, Middle East & Africa
Members: 16,100
Candidates: 44,300
Sharp increase in candidates in Asia over last five years

15. Agenda
• What is CFA?
• Career opportunities?
• Global reach?
•CFA training at FinTree?
www.fintreeindia.com

16. CFA Training at FinTree
• Most successful CFA training provider in India
• Consistently Produced passing rates more than
80%
• Out of the box approach to training
• Extensive, self sufficient Classroom Training
• Weekend/weekday/online batch formats
www.fintreeindia.com

17. Contact Information
Utkarsh Jain + 91- 88880 777 22
Utkarsh@fintreeindia.com
Vaishali +91- 97300 369 93
Vaishali@fintreeindia.com
FinTree
Opp. Coffee Stop, Near OM Super Market,
Model Colony, Pune, India- 411 016
020- 25670122
www.fintreeindia.com