The CFA, short for Chartered Financial Analyst is a highly sought-after professional credential, accredited by the CFA Institute. Previously known as the Association for Investment Management and Research (AIMR), the CFA Institute is an international body that ensures financial experts with a high level of excellence, through its series of tests and certifications.

Talking about the exam, it is categorized into three levels from basic to advanced – CFA levels 1, 2, and 3. After passing all the three levels and completed mandatory steps, one is designated as the CFA Charterholder. The CFA program is a globally recognized certification testing students and professionals in Investment Banking, Equity Research, Capital Markets, Portfolio Management, Corporate Finance, etc. Considered a high level of qualification across 165 nations, CFA holders are eligible for any senior or executive position in the investment business across the globe.

Anyone who has completed Level 1 can take up CFA Level 2 coaching to accelerate their career prospects and amplify their earning potential. Drilling down to the best candidates for this coaching, here’s a list of the individuals who can best explore level 2 to land senior roles in the finance industry:

• Graduates- to establish a solid foundation, graduate students or those pursuing graduation with 11 months left before the final graduation date can definitely put an eye on this coaching. It will strengthen their skills for a robust kick-start to their career.
• MBA/M.Com Holders- those with an MBA OR M.Com degree in their kitty can take up CFA level 2 to widen their skillset and unlock better career opportunities.
• Finance Working Professionals- Those already working in the finance industry can leverage the CFA level 2 exam to refine their expertise and polish their financial skills to spiral up to the top of the career ladder
• Chartered Accountants- CA holders can utilise CFA training to switch their careers in the finance domain for a highly rewarding career.

Expert faculty

We pride ourselves in our highly qualified and professionally skilled faculty who have decades of experience in their fields. Unlike other centres, we have full-time employees who are committed to the success of our learners.They use a learner-centric approach, providing valuable feedback, clear instructions, and secret tips and tricks to attempt the exam to the best of your abilities. Focussing on concept clarity, they ensure you understand every concept to the place where it becomes your second nature. Thus, eliminating the slightest of chances of failing to attempt any type of questions asked in the exam.

Super-interactive Sessions

Most institutes offer self-paced sessions. But at IIM SKILLS, we believe in imparting live lectures, replicating a brick-and-mortar institute. Why? We want to provide an immersive, interactive and engaging learning experience. where you can ask and get your doubts resolved in real time without having to wait for query resolutions. These live sessions provide you with the required platform to share ideas, collaborate with peers, and get feedback whenever required.

Flexible batches

There is no spare time cut out for learning and upskilling in this breakneck competitive world. As a consequence, it is necessary to manage and balance learning alongside working. That is something, which we completely understand at IIM SKILLS. Therefore, we have developed our CFA Level 1 training in flexible scheduling so that you don’t have to compromise at all on your work front. With the availability of both weekday and weekend batches, you can learn as and when you can spare time. Feel free to pick and choose as you please!

Up-to-speed Curriculum

It’s a no-brainer that the curriculum is the heart of remarkable training. An outdated curriculum will land you nowhere, but an up-to-date curriculum will take you to places that you dream of. That being the case, our curriculum is continuously updated as per international standards to help you stay ahead of the competition. Besides, our curriculum is well-designed and structured by expert mentors covering concepts like equity investments, corporate issuers and finance, quantitative methods, financial statement analysis, fixed income, derivatives, alternative investments, portfolio management and investment analysis. The entire piece is streamlined to help you understand each concept in detail, followed by practice questions to see how well you’re able to attempt questions related to the concept. Thus, making you exam-ready as soon as you complete the training.

LMS Repository

No more struggles to clip the notes, books and files together for exam preparation. We have got everything in one place with an easy-as-pie interface. Our comprehensive Learning Management System (LMS) is your reconciled repository where you can find topic-wise resource material, practice questions, and mock exams. Such a relief, right? To add more stars to it, it comes with lifetime access. In other words, you can access the LMS until and unless you pass the examination. Without any strict obligations, you can leverage the LMS to re-learn a concept, update your knowledge, or recall concepts as and when required.

Lifetime Access

Gathering notes, relevant resource material, and books can be a troublesome task. But, worry not, because we are there for you. Our resource material is yours forever. You don’t have to re-enrol or pay extra charges in case you want to access the resources after the completion of the training. Whether you want to re-visit a concept or recall your basics- our online repository is at your disposal- with just a click. Login into your LMS from any device and get access to all the material at your fingertips. It’s that easy.

Practically-oriented training

Theoretical knowledge alone is as good as half-knowledge. In contemporary times, we require a perfect blend of theoretical and practical knowledge to succeed in any field. True to the current times, our curriculum is seamlessly sewn together with a mix of both theory and practical acquisition using case studies, simulations, and real-world examples, resulting in your holistic development. Thus, making you skilled enough to clear the exam with complete confidence.

Anytime, Anywhere Learning

Modern World demands modern solutions. That’s why there is no room for offline studies, rather the paradigm shift is on online learning, which can be accessed within the four walls of your home. All our sessions are live yet online, which you can attend from any corner of your home. A digital device, a stable internet connection, and a passion for passing the exam are what you need- rest leave it to us to help you pass the exam with flying colours. Our super-interactive sessions are not just enlightening, but engaging as well. Get ready to learn in a highly engaging environment.

Freebies

Now, who doesn’t love a freebie- no one, right? Then, you will love our exam training because we have lots of freebies for you. Curious? Then, start counting. First, we provide backup classes and free recordings at absolutely no extra cost. Unforeseen circumstances can cause anyone to miss a class, but that shouldn’t leave you feeling left behind. That’s why session recordings are there for you. Second, career guidance is something we offer you for free. Define your career path with our expert counsellors. Third, we offer free updated resource material for nothing. That means, all the updated content and resources will be updated in your LMS at no additional cost. Last of all, you get mentor support for as long as you need. In a nutshell, we are dedicatedly committed to your success.

One question that triggers the mind is – “am I eligible to apply for the CFA level 2 examination?” Let’s see. If you meet any of the below-mentioned criteria, you are eligible to apply for this esteemed examination and set yourself on the path to greater heights in the finance and investment domain.

• Completed a bachelor’s degree or equivalent degree.
• Learners who have already enrolled for any undergraduate program are also eligible to apply. But, remember, your exam window must be 23 months or fewer before your final graduation month.
• Candidates having a combined experience of 4,000 hours of work experience and/or higher education acquired over a minimum of three consecutive years. Please note this must be achieved on/by the registration date for the CFA level 1 exam. Also, ensure the dates of work experience and higher education do not overlap.
• Must have cleared CFA Level 1.

NOTE: Remember professional experience doesn’t necessarily have to be investment-related. It can include paid internships as well. In the case of the family business, work experience will only qualify if it is professional experience, for which you are being paid.

Some additional requirements: 

• Candidates must have a valid international passport to enrol in this course.
• Candidates must be proficient in the English language.

Private Wealth Manager

As the name suggests, private wealth managers cater to individual investors, specifically high-net-worth clients. They help these clients with personalised financial advice, tax planning, and investment-related strategies. On a day-to-day basis, their job looks like this:

• Navigate the intricacies of financial markets
• Offer a wide range of services, including but not limited to portfolio management, tax planning, retirement planning, etc.
• Indulge in robust client relationship management

Investment Banker

As soon as you hear the word finance, investment banking is probably the first name that comes in mind. Insanely famous for exceptionally high salaries and bonuses, investment bankers are a vital part of collaboration between companies and investors. They help companies to raise capital, indulge in mergers and acquisitions, and even go public. Their roles and responsibilities include:

• Prepare financial models, reports, and forecasts
• Conduct research and valuations to implement financial deals
• Facilitate mergers and acquisitions, and IPOs
• Perform due diligence before finalising the deals
• Recommending investment opportunities

Portfolio Manager

Most CFA level 2 professionals opt for portfolio manager roles. They help clients make informed investment-related decisions. They also aid the clients in buying and selling assets to expand their businesses. Their roles and responsibilities include:

• Create strategic investment plans with a team of analysts and researchers
• Analyse investment opportunities before offering advice to clients
• Track the latest financial trends and news to ensure investment-related decisions are safe and sound.
• Keep an eye out for future opportunities in the market.

Chief Investment Officer

As it is clear from the designation itself, Chief Investment Officer (CIOs) is an executive-level position that involves overseeing the entire investment portfolio of the company. They analyse and guide the investment strategy, ensuring the strategies completely align with the business goals of the organisation. Their day-to-day responsibilities include:

• Craft and communicate the investment strategy to the client company
• Manage the investment team and ensuring that investment policies are being followed
• Oversee the entire investment-related processes
• Ensure risk management across portfolios
• Manage asset allocation activities

Risk Manager

In the world of finance, uncertainties are common. Here, comes the risk managers. They facilitate companies to identify, assess, and strategise to mitigate potential risks and liabilities. What do they exactly do? They are shouldered with responsibilities like:

• Study and identify potential risk factors and accordingly advise clients
• Develop solutions to counteract financial challenges
• Go through financial reports and budget reports
• Analyse and predict market trends

IIM SKILLS is a one-of-its-kind global institution aiming to transform careers through its premium courses and coaching classes. Racing alongside the industry’s rising demands, this top-ranking institute imparts industry-accepted skills and knowledge per se.

Talking about the CFA level 1 coaching, our lead mentors prepare you to crack the exam on the first attempt. With equal focus on maintaining accuracy, speed, and concepts- the mentors meticulously train you to sway the exam with confidence. Not just the theory, but a practical understanding of each concept is what armours you for the best.

At IIM SKILLS, we’re committed to your success and that’s what fuels our passion to bring you better learning and upskilling opportunities. What makes us stand out from the herd is our dedicated mentors, live classes, on-the-spot doubt resolutions, and 24*7 support- at every step of the way.

Since 2015, IIM SKILLS has trained and helped 45,000+ learners from across 50+ countries. With a global presence and recognition, IIM SKILLS is just the right choice for you to start your Chartered Financial Analyst journey! Join hands and start exploring this inexplicable expedition.