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.
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)CFP® Module 1 — Investment Planning Specialist
FPSB India's foundation — investment vehicles, asset allocation, portfolio construction, performance measurement. The first specialist module on the path to CFP certification.
CFP® Module 2 — Retirement & Tax Planning Specialist
Retirement planning and Indian taxation in depth — NPS, EPF, annuities, capital gains, deductions, and the case-driven planning that CFP candidates must master.
CFP® Module 3 — Risk Management & Insurance Specialist
Identifying risk, sizing protection, structuring life and non-life cover, and the integration of insurance into a household financial plan.
CFP® Module 4 — Estate Planning Specialist
Wills, trusts, succession laws across faiths, intestate distribution, gift planning, and the complex inter-generational structures that high-net-worth Indian families need.
CFP® Module 5 — Integrated Financial Planning (Capstone)
The capstone case-study module. A complete financial plan from cash-flow analysis to estate transfer, integrating every prior specialist domain. Required for full CFP® certification.
CFA® Level 1
(10 courses)CFA® L1 — Quantitative Methods
Time-value of money, statistics, probability, hypothesis testing, regression. The mathematical scaffolding under everything else in the curriculum.
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.
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.
CFA® L1 — Corporate Issuers
Capital structure, working capital, dividend policy, ESG, and the corporate-finance fundamentals every analyst is expected to know cold.
CFA® L1 — Equity Investments
Markets, indices, equity valuation, industry analysis. The introduction to equity investing that L2 builds heavily on.
CFA® L1 — Fixed Income
Bond pricing, yield, duration, convexity, credit risk, securitised products. Where most candidates struggle, and why.
CFA® L1 — Derivatives
Forwards, futures, options, swaps — the mechanics, the pricing intuition, and the hedging applications.
CFA® L1 — Alternative Investments
Private equity, hedge funds, real estate, infrastructure, commodities — the asset classes that sit outside the equity/bond default.
CFA® L1 — Portfolio Management
Modern portfolio theory, the IPS, asset allocation basics, behavioural biases. The introduction to thinking like a portfolio manager.
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.
CFA® Level 2
(10 courses)CFA® L2 — Quantitative Methods
Multiple regression, time-series, machine-learning fundamentals, big-data techniques. Quant that actually shows up in research roles.
CFA® L2 — Economics
Currency exchange rates, economic growth models, regulation, sustainable investing — economics applied to investment decisions.
CFA® L2 — Financial Statement Analysis
Inter-corporate investments, business combinations, employee compensation, multinational operations, quality of financial reports — where the heavy lifting begins.
CFA® L2 — Corporate Issuers
Capital structure decisions, ESG analysis, M&A and corporate restructuring at the depth analysts need.
CFA® L2 — Equity Investments
Equity valuation models — DDM, FCFE, residual income, market-based — applied to actual companies. Item-set heavy.
CFA® L2 — Fixed Income
Term structure, arbitrage-free valuation, MBS, structured products, credit modelling. The bond curriculum at a serious depth.
CFA® L2 — Derivatives
Pricing forwards and futures, swap valuation, option pricing (binomial and Black-Scholes), and the use of derivatives in portfolio management.
CFA® L2 — Alternative Investments
PE valuation, hedge fund strategies, real estate analysis, commodities, infrastructure — at the depth needed to evaluate these for client portfolios.
CFA® L2 — Portfolio Management
Active portfolio management, factor models, ETFs, risk management. The bridge to the Level 3 portfolio focus.
CFA® L2 — Ethical & Professional Standards
Same Code and Standards, applied to denser case scenarios. Research Objectivity, Soft Dollars, and the GIPS Standards.
CFA® Level 3
(10 courses)CFA® L3 — Asset Allocation
Strategic and tactical asset allocation, capital-market expectations, the IPS, currency management. Heavy in the L3 essay paper.
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.
CFA® L3 — Performance Measurement
Attribution, benchmarking, risk-adjusted returns, the GIPS Standards. Measuring what a manager actually delivered.
CFA® L3 — Derivatives & Risk Management
Hedging equity, currency, and rate risk; managing portfolios with futures, options, and swaps; tail-risk hedging strategies.
CFA® L3 — Fixed Income Portfolio Management
Liability-driven investing, immunisation, yield-curve strategies, credit strategies — fixed income from the portfolio manager's seat.
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.
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.
CFA® L3 — Private Wealth Management
High-net-worth client planning — tax-efficient investing, estate planning, concentrated positions, family-office structures.
CFA® L3 — Institutional Portfolio Management
Pension funds, endowments, foundations, insurance company portfolios — different objectives, constraints, and time horizons.
CFA® L3 — Trading, Performance Evaluation & Manager Selection
Execution costs and trade strategy, manager search and selection, ongoing monitoring, attribution at the institutional level.
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