CFA Decoded
- Prof. Harshit Shah
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Leapup’s Story – Transforming Student Careers
1.5L+ students
have attended our
workshops
18k+ students
have enrolled for
our courses
Almost all trained
students either
self-trading or
placed
Surprise at the end – Do not miss it!
Free Financial Modelling Course for 3 lucky winners
Why are you attending this webinar?
Want to build
a core finance
career
Is CFA the right
course to
choose
How to
prepare for
CFA
Leapup’s CFA Statistics
CFA L1 Results of our students (1st
Attempt)
15%
Placement Data of our
students
8%
Cleared
Placed
Didn’t Clear
85%
Global Level 1 Average Passing Percentage – Approximately 40%
More than half of our candidates have scored above 90 Percentile
Not Placed
92%
Expected Outcome of these 2 hours
Why CFA?
CFA
Scholarships
CFA Course
Details
How to
prepare for
CFA exams?
CFA and your
career in
finance
Where all can
LeapUp help?
Why are you attending this webinar?
Want to build a
core finance career
Is CFA the right
course to choose
How to prepare for
CFA
Why should you do CFA?
Times of India – 24th January 2023 article
High Paying Core Finance Jobs
Avg Pay in India (LPA)
14
13.2
12
10
9
Average starting Pay in USA after becoming a CFA
8
6
Highest Pay secured by our student after
Level 1 completion – Rs. 16.8 LPA + Variable
5.4
4
2
$177000
1,45,00,000
Rs. 1.45 Crore
Which is equal to
0
Level 1
Level 2
Level 3
Avg Pay in India (LPA)
or
Well known courses average salaries in US/UK
Avg Salries in 1000$
200
180
177
160
140
115
120
92
100
80
65
60
40
20
0
CFA
CPA
ACCA
Avg Salries in 1000$
FRM
CFA recent job trend
OUTSOURCING
THE DECADE OF FINANCE OUTSOURCING HAS JUST STARTED. IT IS
TIME YOU MAKE THE MOST OUT OF IT!
Decent Passing Rates
Avg Passing Percentage
60
55
50
40
45
Passing Rates in Indian Counterparts
40
MBA Entrances (IIM’s) – 1%
MBA Entrances (Others) – 3-4%
CA & CS – Single Digit Passing Rates
30
20
10
0
Level 1
Level 2
Level 3
Avg Passing Percentage
10000 students
start CA
10000 students
start CFA
10000 students
appear for CAT
CAFC – 35%
3500
L1 – 40%
4000
1% acceptance in
IIM’s
100 selected
CA Inter – 12%
420
L2 – 45%
2200
3% acceptance in
other TIER 1 colleges
300 selected
CA Final – 8%
34
L3 – 55%
1210
Total 400 students
are selected
Total Fees (Excluding Scholarships)
Course Registration
Fees
• To be paid only at
the time of
registering before L1
• Currently $350
Examination Fees
• To be paid before
each attempt
• Early bird – $940
• Standard - $1250
Coaching Fees
(Optional)
• Approximately 45k50k per level
Total Cost of doing CFA with classes assuming you do not receive any scholarships is approximately Rs. 4.5-5
Lakhs. For every scholarship you receive, you save approximately Rs. 1Lakh.
CFA Scholarships
Access
Women
Student
• Open for everyone
• Awarded to students
who are financially
weak
• Ideally you should need
as well as deserve this
scholarship
• Submit two 250 word
essays to apply
• Total fees comes down
to just $354
• Open for working
women
• Total fees comes down
to just $472
• Submit a 3500
character essay to
apply
• Even non working
women can apply but
very low chance of
getting selected
• Open for students
studying in specified
courses of affiliated
colleges
• Scholarship is awarded
to 2 students each year
– normally via lottery
system
• List of affiliated
colleges available on
CFA Institute website
CFA Scholarships – General Points
• Students cannot apply for any scholarship after registering for the
exam
• Students can apply for scholarships at all the levels
• Students can apply for multiple for scholarships. If awarded two then
the one awarded latest will be counted
• Next Scholarship Application window is from 24th January 2024.
• Women Scholarship is currently open and window will end on 5th Feb
2024.
Scholarship Essay Inclusions & Application
Procedure
CFA Fees Payment via EMI
Only available for
Indian students
residing in India
Direct tie-up of
institute with
Eduvanz
Payment of fees
has to be done via
invoice method
Basic Interest is
charged on the
total amount
Cannot be availed
by students who
have received the
scholarship
CFA vs other options
• Not a direct comparison.
• CWM and CFP are basic level exams which should be ideally done
along with the start of your graduation.
• FRM helps you build a career focused towards Risk Management and
not Core Finance & Research.
• ACCA is into Accounting. Same with CPA and CMA.
CFA – The new sweet spot
Very good ROI –
Great salaries for
low investment
Global Validity
and
Opportunities
Can be started
along with
graduation
High Passing
Percentages
Employment
directly post
Level 1
Expected Outcome of these 2 hours
Why CFA?
CFA
Scholarships
CFA Course
Details
How to
prepare for
CFA exams?
CFA and your
career in
finance
Where all can
LeapUp help?
CFA Course Structure
CFA L1
exam
CFA L2
exam
CFA L3
exam
36 months
of relevant
work
CFA
Charter
Holder
CFA Eligibility
Should hold a valid
International
Passport
L1 exam - Should
be appeared 23
months before
graduation
L2 exam – Should
be appeared 11
months before
graduation
L3 exam can be
appeared post
graduation
CFA Curriculum
Allied
• Ethics
• Quantitative Methods
• Financial Statement
Analysis
• Economics
• Corporate Issuers
Core
• Equity Investments
• Fixed Income
• Derivatives
• Alternative Investments
• Portfolio Management
& Wealth Planning
CFA Curriculum
Ethics
Quant
Eco
FSA
CI
Equity
FI
Der
Alt
PM
Allied
Core
L1
15-20%
6-9%
6-9%
11-14%
6-9%
11-14%
11-14%
5-8%
7-10%
8-12%
50%
50%
L2
10-15%
5-10%
5-10%
10-15%
5-10%
10-15%
10-15%
5-10%
5-10%
10-15%
45%
55%
L3
10-15%
0
5-10%
0
0
10-15%
15-20%
5-10%
5-10%
35-40%
20%
80%
CFA Examination
Level 1
Level 2
Level 3
• 180 MCQ’s
• 2 sessions of
2.25 hours each
• 15-17 sets of 4-6
MCQ’s each.
Total 44
questions per
session.
• 2 sessions of
2.25 hours each
• 1 session of 8-11
sets of 4-6
MCQ’s each.
Total 44
questions.
• 1 set of essay
type questions
CFA Examination – Normal Schedule (2025
onwards)
Level 1
Feb
May
Aug
Nov
Level 2
Level 3
Feb
May
Aug
Nov
Ideal Timeline for all students who are in 1st year of college
Aug’24 – Level 1
Aug’25 – Level 2
Nov’26 – Level 3
Ideal Timeline for all students who are in 2nd year of college
Aug’24 – Level 1
Aug’25 – Level 2
May’26 – Level 3
Ideal Timeline for other students (Final Year, Graduates etc)
Aug’24 – Level 1
Feb/Aug’25 –
Level 2
Nov’25/May’26
– Level 3
CFA Passing Marks – Approximately 71%
Expected Outcome of this 1.5 hours
Why CFA?
CFA Course
Details
CFA
Scholarships
How to crack
your CFA
exams?
CFA and your
career in
finance
Where all can
LeapUp help?
How to crack your CFA exam?
Sharing the tried, tested and proven model that has helped
us secure an 85% success rate in the CFA Level 1 exam.
Conceptual Clarity - Example
Indian Exam
CFA Exam
Following inventory transactions happened
during the year:
Under Inflationary circumstances if opening
stock is greater than closing stock then your
profit will most likely be higher under which of
these methods
Opening Stock - 10 Qty valued at Rs. 26,45,000
Purchase 1 - 1 Qty for Rs. 2,63,000
Purchase 2 - 5 Qty for Rs. 13,90,000
Purchase 3 - 20 Qty valued at Rs. 62,25,000
During the year, 30 Qty was used up for our
manufacturing activites. Calculate the value of
Closing Stock of inventory using FIFO method.
a)
FIFO
b) LIFO
c)
Weighted Average
Reasons for failing the CFA exam
NonRegularity
Do not read
question
properly
Battery shuts
down before 5
hours
Solve Less
questions
Expected Outcome of this 1.5 hours
Why CFA?
CFA Course
Details
CFA
Scholarships
How to
prepare for
CFA exams?
CFA and your
career in
finance
Where all can
LeapUp help?
CFA and your Expected Career
What type of career profiles do you expect to get into after you are
done with your CFA?
CFA and your Expected Career
Investment
Banking
Equity
Research &
Analysis
Corporate
Finance
Portfolio
Management
Venture
Capital Funds
But do you get these kind of
jobs?
Can you guess why?
Education
Career
Upskill
And you know what!?
Even the CFA Institute is saying the
same thing now that we have been
saying since 5 years
How much has CFA’s program actually
evolved according to me? – Hardly!
Important upskilling aspects
Hands-on Training
Assignment correction
Live Sessions with the faculty
Feedback for improvement
Relevant Datasets
Placement Assistance
Some companies where our students work
Skills you should master
Financial
Modelling
Valuation
Research
Report Writing
Technical &
Fundamental
Analysis
Pitchbook
Creation
Python
Showcase your skills
Click on the below mentioned link to see some of our student’s work
https://finelite.leapup.in/student-work/
Showcase your skills
Expected Outcome of this 1.5 hours
Why CFA?
CFA Course
Details
CFA
Scholarships
How to
prepare for
CFA exams?
CFA and your
career in
finance
Where all can
LeapUp help?
Do you want to know about a
product that I have designed at
LeapUp that has helped 1000’s of
students clear their CFA exam & get
their dream Finance Job?
The best part about our product
A 100% Passing Guarantee – If you
study with us and don’t clear the
exam, we refund full fees.
FinElite – The Future of CFA Training
• 6-9 Months Duration
+ 1 Month Mocks
• Extensive Practice
• 250 hours of lectures
Exam Training
Job Training
• 3-4 Months Duration
• Practical training on
real companies
• Live discussions &
doubt solving
• Soft Skill Training
• Resume Building &
Mock Interviews
Placement
Support
Highest Package received by our CFA
L1 passed student is Rs. 16.8 Lakhs
FinElite – The CAPE to transform you from a
student to a SuperStudent
Conceptual Clarity
• Best Faculty Quality
• Live Online lectures with recordings for future revisions
• Special doubt solving lectures
• Subject wise WhatsApp groups for interaction
• Real world connect discussion sessions
• Assistance in creating Formula Sheets
FinElite – The CAPE to transform you from a
student to a SuperStudent
Ample Practice
•Regular subject wise tests
•Special Practice Masterset with 1200 questions
•8 Mock Exams post curriculum completion
•Totally 4 thousand plus questions practiced by each
student
FinElite – The CAPE to transform you from a
student to a SuperStudent
Practice Mode
•All Tests, Practice Questions and Mocks are
conducted in CBT (Computer Based Testing)
format
•Accurate answers for each question provided to
facilitate revision
FinElite – The CAPE to transform you from a
student to a SuperStudent
Efficient Planning
• Study planner for all students is created upon classes
admission
• Scholarship essay guidance
• Timely completion of portion
• Flexibility of watching the recordings later
• Special Exam motivation and hacks sessions
FinElite – Lecture Structure
Weekend plus All
Week option
available
Weekly average 1012 hours of lectures
Each lecture
duration of 2-2.5
hours
Lectures scheduled
at a time that
doesn’t clash with
office/college hours
Exam Prep - Faculties
Job Prep & Placements
Important finance
skills taught via 60+
hours of self paced
learning
Weekly live online
discussions & doubt
solving
Taught by Industry
Experienced
Professors
Learn on Actual Listed
and Unlisted
Company data
2 years of learning
material access on
our learning portal
Resume making and
interview preparation
post completing the
training
Job Prep & Placements
Job Prep & Placements
Advanced MS Office
with ChatGPT & AI
• Basic to Advanced
MS Excel
• Lookups & Pivots
• Charts & Graphs
• Finance formulas and
use cases in MS Excel
• Use of pre loaded
ChatGPT in MS Office
• Storyboarding in MS
Powerpoint
Financial Modelling &
Valuation
• Creating historical
model
• Projecting future
financials
• Multiple sectors
covered
• Discounted Cash
Flow valuation
• Multiples based
valuation
Equity Research
Report Writing
• Conduct in-depth
research on multiple
sectors
• Fundamental
Analysis of
companies
• Write your own
professional research
reports
Investment Banking &
Pitchbooks
• Mergers and
Acquisitions process
• Due-Diligence
process
• Private company
valuation
• Create attractive
pitchbooks
Placement Support – Some companies where
our students work
FinElite CFA Level 1 Upcoming Batch – Starts on
27th January 2024 (August & Nov 2024 attempt)
All week batch (Aug) –
Ideal for students
All week batch (Nov) –
Ideal for students
• 3 Weekdays between
6.30-9.00pm
• Sat 4-5 hours post
2pm
• Sun 4-5 hours post
9am
• 2 Weekdays between
6.30-9.00pm
• Sat 4-5 hours post
2pm
• Sun 4-5 hours post
9am
Weekend Batch (Aug)
– Ideal for Working
Professionals
Weekend Batch (Nov)
– Ideal for Working
Professionals
• Sat 7-8 hours during
the whole day
• Sun 5-6 hours which
normally end by 6pm
• Sat 5-6 hours during
the whole day
• Sun 5-6 hours which
normally end by 6pm
Batch completion by 10th July 2024 for Aug attempt students & 30th Sept
2024 for Nov attempt students.
Early Bird Benefit – Enroll by 22nd January to
avail these amazing benefits
Basic
• Straight discount of Rs.
4,000/-
Premium
• Straight discount of Rs.
4,000/• Complimentary access
to our Python For
Finance course. (Normal
MRP – Rs. 11,800/-)
For enrolling with us you can speak
to our counsellors. They will help you
with all the required details.
Link is in chatbox
Students who want either PreRecorded Lectures (with live weekly
doubt solving) can directly speak to
our counsellors
Why study CFA with us?
Important Points for students
Leapup Edutech
Others
Live Online Lectures by Professional Faculties
Yes
Yes
Recordings of Lectures with no limit on times viewed
Yes
Few
30 Practice Question Sets in CBT format
Yes
No
8 Mock Exams in exact CFA pattern
Yes
Few
Special Subject Wise Doubt Solving Sessions
Yes
Few
Subject wise whatsapp groups for instant query resolutions
Yes
Few
100% Passing Guarantee
Yes
No
Practical Training in Core Finance Profiles
Yes
No
Placement Support
Yes
Few
Industry Exposure Webinars
Yes
No
Student Feedback
https://finelite.leapup.in/testimonials/
Probable Careers Post CFA
Equity
Research
Investment
Banking
Wealth
Management
Corporate
Finance
Credit
Research &
Risk
Quantitative
Finance
FREE FINANCIAL MODELLING
COURSE FOR 3 LUCKY STUDENTS
Click on link given in chatbox and enter your name and email-id!
Q&A TIME
THANK YOU