CFA Decoded

- Prof. Harshit Shah

Kindly maintain decorum in the chat section.

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 Leapup’s Story – Transforming Student Careers
Almost all trained
1.5L+ students 18k+ students
students either
have attended our have enrolled for
self-trading or
workshops our courses
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 Placement Data of our
Attempt)
students

15% 8%

Cleared
Placed
Didn’t Clear
Not Placed

85%
92%

Global Level 1 Average Passing Percentage – Approximately 40%

More than half of our candidates have scored above 90 Percentile
Expected Outcome of this 1.5 hours

CFA CFA Course

Why CFA?
Scholarships Details

How to CFA and your

Where all can
prepare for career in
LeapUp help?
CFA exams? finance
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 Highest Pay secured by our student after
12
Level 1 completion – Rs. 16.8 LPA + Variable

10
9

8 Average starting Pay in USA after becoming a CFA

6 5.4

4
$177000
2
1,45,00,000
Which is equal to
0
Level 1 Level 2 Level 3
Avg Pay in India (LPA)
Rs. 1.45 Crore
or
Well known courses average salaries in US/UK
Avg Salries in 1000$
200
177
180

160

140

120 115

100 92

80
65
60

40

20

0
CFA CPA ACCA FRM
Avg Salries in 1000$
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
45
40 Passing Rates in Indian Counterparts
40

30 MBA Entrances (IIM’s) – 1%

MBA Entrances (Others) – 3-4%
20
CA & CS – Single Digit Passing Rates
10

0
Level 1 Level 2 Level 3
Avg Passing Percentage
10000 students 10000 students 10000 students
start CA start CFA appear for CAT

CAFC – 35% L1 – 40% 1% acceptance in

IIM’s
3500 4000
100 selected

CA Inter – 12% L2 – 45% 3% acceptance in

420 2200 other TIER 1 colleges
300 selected

CA Final – 8% L3 – 55% Total 400 students

34 1210 are selected
Total Fees (Excluding Scholarships)

Course Registration Coaching Fees

Examination Fees
Fees (Optional)
• To be paid only at • To be paid before • Approximately 45k-
the time of each attempt 50k per level
registering before L1 • Early bird – $940
• Currently $350 • Standard - $1250

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 • Open for working • Open for students

• Awarded to students women studying in specified
who are financially • Total fees comes down courses of affiliated
weak to just $472 colleges
• Ideally you should need • Submit a 3500 • Scholarship is awarded
as well as deserve this character essay to to 2 students each year
scholarship apply – normally via lottery
• Submit two 250 word • Even non working system
essays to apply women can apply but • List of affiliated
• Total fees comes down very low chance of colleges available on
to just $354 getting selected 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.
Scholarship Essay Inclusions & Application
Procedure
CFA Fees Payment via EMI

Only available for Direct tie-up of Basic Interest is

Indian students institute with charged on the
residing in India Eduvanz total amount

Cannot be availed
Payment of fees
by students who
has to be done via
have received the
invoice method
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 – Global Validity

High Passing
Great salaries for and
Percentages
low investment Opportunities

Can be done Employment

along with directly post
college or job Level 1
Expected Outcome of this 1.5 hours

CFA CFA Course

Why CFA?
Scholarships Details

How to CFA and your

Where all can
prepare for career in
LeapUp help?
CFA exams? finance
 CFA Course Structure

36 months CFA
CFA L1 CFA L2 CFA L3
of relevant Charter
exam exam exam
work Holder
CFA Eligibility

L1 exam - Should
Should hold a valid
be appeared 23
International
months before
Passport
graduation

L2 exam – Should
L3 exam can be
be appeared 11
appeared post
months before
graduation
graduation
CFA Curriculum

Allied Core

• Ethics • Equity Investments

• Quantitative Methods • Fixed Income
• Financial Statement • Derivatives
Analysis • Alternative Investments
• Economics • Portfolio Management
• Corporate Issuers & 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 • 15-17 sets of 4-6 • 1 session of 8-11

• 2 sessions of MCQ’s each. sets of 4-6
2.25 hours each Total 44 MCQ’s each.
questions per Total 44
session. questions.
• 2 sessions of • 1 set of essay
2.25 hours each type questions
CFA Examination – Normal Schedule (2025
onwards)

Level 1 Level 2 Level 3

Feb
Feb May
May
Aug
Aug Nov
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)

Feb/Aug’25 – Nov’25/May’26
Aug’24 – Level 1
Level 2 – Level 3
CFA Passing Marks – Approximately 71%
Expected Outcome of this 1.5 hours

CFA Course CFA

Why CFA?
Details Scholarships

How to crack CFA and your

Where all can
your CFA career in
LeapUp help?
exams? finance
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 Under Inflationary circumstances if opening

during the year: stock is greater than closing stock then your
profit will most likely be higher under which of
Opening Stock - 10 Qty valued at Rs. 26,45,000 these methods
Purchase 1 - 1 Qty for Rs. 2,63,000 a) FIFO
Purchase 2 - 5 Qty for Rs. 13,90,000
Purchase 3 - 20 Qty valued at Rs. 62,25,000 b) LIFO
c) Weighted Average
During the year, 30 Qty was used up for our
manufacturing activites. Calculate the value of
Closing Stock of inventory using FIFO method.
Reasons for failing the CFA exam

Do not read
Non-
question
Regularity
properly

Battery shuts
Solve Less
down before 5
questions
hours
Expected Outcome of this 1.5 hours

CFA Course CFA

Why CFA?
Details Scholarships

How to CFA and your

Where all can
prepare for career in
LeapUp help?
CFA exams? finance
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

Equity
Investment Portfolio
Research &
Banking Management
Analysis

Corporate Venture
Finance 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 Research
Valuation
Modelling Report Writing

Technical &
Pitchbook
Fundamental Python
Creation
Analysis
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

CFA Course CFA

Why CFA?
Details Scholarships

How to CFA and your

Where all can
prepare for career in
LeapUp help?
CFA exams? finance
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

Job Training
• 6-9 Months Duration • Soft Skill Training
+ 1 Month Mocks • Resume Building &
• 3-4 Months Duration
• Extensive Practice Mock Interviews
• Practical training on
• 250 hours of lectures
real companies
• Live discussions &
doubt solving Placement
Exam Training
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

Weekly average 10-
Week option
12 hours of lectures
available

Lectures scheduled
Each lecture
at a time that
duration of 2-2.5
doesn’t clash with
hours
office/college hours
Exam Prep - Faculties
Job Prep & Placements

Important finance
Weekly live online Taught by Industry
skills taught via 60+
discussions & doubt Experienced
hours of self paced
solving Professors
learning

Resume making and

Learn on Actual Listed 2 years of learning
interview preparation
and Unlisted material access on
post completing the
Company data our learning portal
training
Job Prep & Placements
 Job Prep & Placements

Advanced MS Office Financial Modelling & Equity Research Investment Banking &
with ChatGPT & AI Valuation Report Writing Pitchbooks
• Basic to Advanced • Creating historical • Conduct in-depth • Mergers and
MS Excel model research on multiple Acquisitions process
• Lookups & Pivots • Projecting future sectors • Due-Diligence
• Charts & Graphs financials • Fundamental process
• Finance formulas and • Multiple sectors Analysis of • Private company
use cases in MS Excel covered companies valuation
• Use of pre loaded • Discounted Cash • Write your own • Create attractive
ChatGPT in MS Office Flow valuation professional research pitchbooks
• Multiples based reports
• Storyboarding in MS
Powerpoint valuation
Placement Support – Some companies where
our students work
 FinElite CFA Level 1 Upcoming Batch – Starts on
27th January 2024 (August & Nov 2024 attempt)
Weekend Batch (Aug) Weekend Batch (Nov)
All week batch (Aug) – All week batch (Nov) –
– Ideal for Working – Ideal for Working
Ideal for students Ideal for students
Professionals Professionals
• 3 Weekdays between • 2 Weekdays between • Sat 7-8 hours during • Sat 5-6 hours during
6.30-9.00pm 6.30-9.00pm the whole day the whole day
• Sat 4-5 hours post • Sat 4-5 hours post • Sun 5-6 hours which • Sun 5-6 hours which
2pm 2pm normally end by 6pm normally end by 6pm
• Sun 4-5 hours post • Sun 4-5 hours post
9am 9am

Batch completion by 10th July 2024 for Aug attempt students & 30th Sept
2024 for Nov attempt students.
Early Bird Benefit – Enroll by 15th January to
avail these amazing benefits
Basic Premium

• Straight discount of Rs. • Straight discount of Rs.

4,000/- 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 an Offline
class or Pre-Recorded Class 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 Investment Wealth

Research Banking Management

Credit
Corporate Quantitative
Research &
Finance Finance
Risk
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