Investment Foundations
Entry certificate · on-demand assessment
- A starting point before the charter exams
₹30,000+ GST
ProgrammesDegree Integration
CFA Institute, USA · Recognised in 165+ countries
CFA® — the international finance pathway
The Chartered Financial Analyst® designation is the global benchmark in investment analysis, valuation and portfolio management.
With the programme
- Live classes, a full learning platform, and recorded sessions
- Bloomberg Exam Prep: 4,000+ practice questions, topic drills and 20+ full-length mocks
- Equity research internship at the Mauritius FPI fund
CFA Institute registration and exam fees are paid directly to CFA Institute and are not included.
Three levels, taken in order
No exemptions. Around 300 hours per level is the widely used benchmark.
Level I
Foundations · multiple choice
- Read financial statements, value a bond, and explain how a portfolio is built
₹60,000+ GST
Level II
Applied valuation · item sets
- Build a DCF, run a comparables set, and value a private company
₹70,000+ GST
Level III
Portfolio and wealth · constructed response
- Construct and defend a mandate for an institutional or private client
₹75,000+ GST
A typical pathway
- Sem 1–2Investment Foundations and Level I foundations
- Sem 3–4Level I completion and exam
- Sem 5–6Level II applied valuation
- After the degreeLevel III, portfolio and wealth management
Level I + Level II₹1,10,000 + GST · saves ₹20,000
Add-ons by level
Level I
- Financial modelling with Excel
- NISM Series VIII
- Bloomberg Exam Prep
- Python for Finance 1
- Power BI dashboards
- Placement readiness
Level II
- Advanced valuation modelling
- Bloomberg Exam Prep
- Python for Finance 2
- NISM Series XV
- Equity research report writing
- Placement readiness
Level III
- NISM Series X-A
- Portfolio simulation capstone
- Portfolio modelling with Excel and Python
- Placement readiness
Internship and modelling
Internship desk
- Level I: equity research and investment banking support
- Levels II and III: asset management and portfolio desk at the Mauritius FPI fund
Modelling
- Level I: three-statement model, DCF, WACC and beta
- Level II: comparables, precedent transactions, LBO primer, Python screening
- Level III: portfolio construction, Python backtesting, Power BI dashboards
Batches
- Investment Foundations6–8 weeks · 25 hours · on demand · 1 weekend · online
- Level I4–6 months · 100+ hours · 22–28 Feb 2027 · 11–17 May 2027
- Level II4–6 months · 125+ hours · 18–22 May 2027
- Level III4–6 months · 125+ hours · 18–21 Feb 2027 · Aug 2027
Levels I–III: 1 weekend + 1 weekday, online and lab. Seats are limited. Also available: CFA Level I + FRM Part I for ₹1,10,000 + GST, saving ₹10,000. Fees exclude GST. EMI options are available.
Trained over 25,000 students worldwide.
Prof Harjeet A Singh · MS Financial Mathematics, Stanford · CFA, FRM, CAIA, PRM, CMT · former consultant to the Ministry of Finance, Government of India
Exclusive India partner for Bloomberg Exam Prep.
Start the CFA in your second year. Graduate further along the pathway.
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