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Course catalogue

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55 courses across four layers — from financial literacy to CFA Level 3. Everything free during Phase 1.

Layer 1

Financial Literacy

The foundation. Money basics, taxation, insurance hygiene, fraud-detection — the vocabulary every Indian household should have.

✓ Live15 min

Money basics — vocabulary in plain language

Eight words that gatekeep almost every financial conversation in India — interest, inflation, yield, real vs nominal, risk-free rate, liquidity, EMI, time-value of money. Plain Indian English, with worked examples.

Reading lessonOpen
✓ Live15 min

How SIP and compounding actually work

Forget the marketing slogans. Understand why ₹500 a month for 30 years can become ₹17 lakh — and where most people get the math wrong.

Reading lessonOpen
✓ Live15 min

Why 12% is an assumption, not a promise

Where does the famous 12% Indian equity return come from? When has it actually shown up? And why do honest financial planners refuse to plan with it? A patient walk through the data.

Reading lessonOpen
✓ Live15 min

Spotting financial frauds in India

Ponzi schemes, fake brokers, UPI scams, "guaranteed return" traps, social-media pump-and-dump — the five faces of Indian financial fraud, the smell test that flags them, and what to do if you have already been hit.

Reading lessonOpen
✓ Live15 min

Term and health insurance — the bare essentials

How much insurance you actually need, why insurance and investment should never be combined, what the riders mean, and the questions to ask before you buy any policy.

Reading lessonOpen
✓ Live4 hrs

Banking, credit, and EMIs

How banks really make money, what your credit score does, and how to read an EMI table without being fooled by the marketing.

Course previewOpen
✓ Live3 hrs

Filing ITR-1 — step by step

A salaried person's walk-through of ITR-1, with screenshots and worked examples. The annual ritual, demystified.

Course previewOpen
Layer 2

NISM Certifications

NISM examinations open doors into the Indian financial services industry. We cover the high-demand tracks with practitioner depth.

✓ Live60 hrs
NISM 5A

NISM Series 5A — Mutual Fund Distributors

The foundational certification for anyone advising on or distributing mutual funds in India. Highest demand, fastest path to a career in financial services.

Exam: NISMOpen
✓ Live40 hrs
NISM 22

NISM Series 22 — Mutual Fund Foundation

A simpler entry point to mutual fund advisory — covers the basics for those new to the industry.

Exam: NISMOpen
✓ Live70 hrs
NISM 8

NISM Series 8 — Equity Derivatives

Futures, options, and the equity derivatives market — required for anyone working as an approved user or sales person on the equity derivatives segment.

Exam: NISMOpen
✓ Live60 hrs
NISM 7

NISM Series 7 — Securities Operations & Risk Management

Back-office, risk, settlement, and operations across capital markets — the backbone of a securities career.

Exam: NISMOpen
✓ Live80 hrs
NISM 10A

NISM Series 10A — Investment Adviser Level 1

The first half of the SEBI-mandated qualification for registered investment advisers.

Exam: NISMOpen
✓ Live80 hrs
NISM 10B

NISM Series 10B — Investment Adviser Level 2

The second half — case-driven, focused on real client scenarios and portfolio construction.

Exam: NISMOpen
✓ Live70 hrs
NISM 21A

NISM Series 21A — Portfolio Manager

For PMS principal officers, fund managers, and analysts working in SEBI-registered Portfolio Management Services.

Exam: NISMOpen
✓ Live50 hrs
NISM 17

NISM Series 17 — Retirement Adviser

PFRDA-mandated certification for those advising on the National Pension System (NPS) and retirement planning.

Exam: NISMOpen
Layer 3

Industry Domain Mastery

Practitioner-grade coverage of mutual funds, equity, fixed income, taxation, retirement, behavioural finance — for the working professional.

Layer 4

Professional Certifications

Full coverage of CFP (FPSB India) and CFA Levels 1, 2, and 3 — the gold-standard global qualifications, taught for understanding rather than memorisation.

CFP® (FPSB India)

(5 courses)

CFA® Level 1

(10 courses)
✓ Live35 hrs
CFA L1 Quant

CFA® L1 — Quantitative Methods

Time-value of money, statistics, probability, hypothesis testing, regression. The mathematical scaffolding under everything else in the curriculum.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L1 Econ

CFA® L1 — Economics

Micro and macro foundations, exchange rates, monetary and fiscal policy, business cycles — the global lens through which CFA candidates think about markets.

Exam: CFA InstituteOpen
✓ Live50 hrs
CFA L1 FSA

CFA® L1 — Financial Statement Analysis

Reading balance sheets, income statements, and cash flows the way analysts do. The most exam-weighted topic in Level 1.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L1 Corp

CFA® L1 — Corporate Issuers

Capital structure, working capital, dividend policy, ESG, and the corporate-finance fundamentals every analyst is expected to know cold.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L1 Equity

CFA® L1 — Equity Investments

Markets, indices, equity valuation, industry analysis. The introduction to equity investing that L2 builds heavily on.

Exam: CFA InstituteOpen
✓ Live35 hrs
CFA L1 FI

CFA® L1 — Fixed Income

Bond pricing, yield, duration, convexity, credit risk, securitised products. Where most candidates struggle, and why.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L1 Deriv

CFA® L1 — Derivatives

Forwards, futures, options, swaps — the mechanics, the pricing intuition, and the hedging applications.

Exam: CFA InstituteOpen
✓ Live20 hrs
CFA L1 Alts

CFA® L1 — Alternative Investments

Private equity, hedge funds, real estate, infrastructure, commodities — the asset classes that sit outside the equity/bond default.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L1 PM

CFA® L1 — Portfolio Management

Modern portfolio theory, the IPS, asset allocation basics, behavioural biases. The introduction to thinking like a portfolio manager.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L1 Ethics

CFA® L1 — Ethical & Professional Standards

The Code and Standards. Disproportionately exam-weighted relative to its content, and the reason candidates fail when they shouldn't.

Exam: CFA InstituteOpen

CFA® Level 2

(10 courses)
✓ Live30 hrs
CFA L2 Quant

CFA® L2 — Quantitative Methods

Multiple regression, time-series, machine-learning fundamentals, big-data techniques. Quant that actually shows up in research roles.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L2 Econ

CFA® L2 — Economics

Currency exchange rates, economic growth models, regulation, sustainable investing — economics applied to investment decisions.

Exam: CFA InstituteOpen
✓ Live50 hrs
CFA L2 FSA

CFA® L2 — Financial Statement Analysis

Inter-corporate investments, business combinations, employee compensation, multinational operations, quality of financial reports — where the heavy lifting begins.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L2 Corp

CFA® L2 — Corporate Issuers

Capital structure decisions, ESG analysis, M&A and corporate restructuring at the depth analysts need.

Exam: CFA InstituteOpen
✓ Live50 hrs
CFA L2 Equity

CFA® L2 — Equity Investments

Equity valuation models — DDM, FCFE, residual income, market-based — applied to actual companies. Item-set heavy.

Exam: CFA InstituteOpen
✓ Live45 hrs
CFA L2 FI

CFA® L2 — Fixed Income

Term structure, arbitrage-free valuation, MBS, structured products, credit modelling. The bond curriculum at a serious depth.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L2 Deriv

CFA® L2 — Derivatives

Pricing forwards and futures, swap valuation, option pricing (binomial and Black-Scholes), and the use of derivatives in portfolio management.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L2 Alts

CFA® L2 — Alternative Investments

PE valuation, hedge fund strategies, real estate analysis, commodities, infrastructure — at the depth needed to evaluate these for client portfolios.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L2 PM

CFA® L2 — Portfolio Management

Active portfolio management, factor models, ETFs, risk management. The bridge to the Level 3 portfolio focus.

Exam: CFA InstituteOpen
✓ Live20 hrs
CFA L2 Ethics

CFA® L2 — Ethical & Professional Standards

Same Code and Standards, applied to denser case scenarios. Research Objectivity, Soft Dollars, and the GIPS Standards.

Exam: CFA InstituteOpen

CFA® Level 3

(10 courses)
✓ Live40 hrs
CFA L3 AA

CFA® L3 — Asset Allocation

Strategic and tactical asset allocation, capital-market expectations, the IPS, currency management. Heavy in the L3 essay paper.

Exam: CFA InstituteOpen
✓ Live35 hrs
CFA L3 PC

CFA® L3 — Portfolio Construction

Active vs passive choice, factor investing, manager selection, ETF use, taxes, and the mechanics of building and rebalancing a real portfolio.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L3 PM-Eval

CFA® L3 — Performance Measurement

Attribution, benchmarking, risk-adjusted returns, the GIPS Standards. Measuring what a manager actually delivered.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L3 Deriv

CFA® L3 — Derivatives & Risk Management

Hedging equity, currency, and rate risk; managing portfolios with futures, options, and swaps; tail-risk hedging strategies.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L3 FI

CFA® L3 — Fixed Income Portfolio Management

Liability-driven investing, immunisation, yield-curve strategies, credit strategies — fixed income from the portfolio manager's seat.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L3 Equity

CFA® L3 — Equity Portfolio Management

Active equity styles, fundamental vs quantitative, sector rotation, long-short, market-neutral. Building equity portfolios that survive contact with reality.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L3 Alts

CFA® L3 — Alternative Investments Portfolio Management

Allocating to PE, hedge funds, real assets — sizing, risk, illiquidity premium, and the realities of due diligence at a portfolio level.

Exam: CFA InstituteOpen
✓ Live35 hrs
CFA L3 PWM

CFA® L3 — Private Wealth Management

High-net-worth client planning — tax-efficient investing, estate planning, concentrated positions, family-office structures.

Exam: CFA InstituteOpen
✓ Live30 hrs
CFA L3 Inst

CFA® L3 — Institutional Portfolio Management

Pension funds, endowments, foundations, insurance company portfolios — different objectives, constraints, and time horizons.

Exam: CFA InstituteOpen
✓ Live25 hrs
CFA L3 Trade

CFA® L3 — Trading, Performance Evaluation & Manager Selection

Execution costs and trade strategy, manager search and selection, ongoing monitoring, attribution at the institutional level.

Exam: CFA InstituteOpen

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Course catalogue — Trustner Academy