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Welcome To FinTree -

An Educator To The Financial Markets

CFA Level 1

Next Batch: January 03

CFA Level 2

Next Batch: January 03

CFA Level 3

Next Batch: January 11

Learn What Finance
Really Feels Like

Learn What Finance
Really Feels Like

Courses Designed for Real-World Financial Skills

Fintree's Level Zero™
Free Forever

Fintree's Level ZeroTM

course modeMode: Self Study

Everything you need before taking a deep dive into CFA or FRM or any other finance course. Clear explanations. No jargon.

2021 CFA®<br>Level 1 Crash Course
Free Forever

2021 CFA®
Level 1 Crash Course

course modeMode: Self Study

High-yield, power revision of all 10 topics in less than 50 hours!

CFA® Prep Program
Professional Certification

CFA® Prep Program

course modeMode: Self-paced or Instructor-led

Prepare for all CFA® levels with globally recognized rigor, practical insights, and expert-led training—aligned to industry best practices.

FRM® Prep Program
Professional Certification

FRM® Prep Program

course modeMode: Self-paced or Instructor-led

Train to be the risk professional banks trust—with Fintree First Floor foundation.

NISM Series I
Regulatory Certification

NISM Series I

course modeMode: Self-paced

Master the basics of capital markets—learn market structure, functions, participants, and regulatory framework.

NISM Series IV
Regulatory Certification

NISM Series IV

course modeMode: Self-paced

Focus on interest rate derivatives, pricing, trading, clearing, & SEBI regulations. Gain practical insights into managing risk & settlement.

NISM Series VIII
Regulatory Certification

NISM Series VIII

course modeMode: Self-paced

Equity derivatives made simple—futures, options, trading, risk, and regulations—aligned to SEBI’s benchmark.

NISM Series XIII
Regulatory Certification

NISM Series XIII

course modeMode: Self-paced

Specialize in securities intermediaries compliance. Understand key regulations, code of conduct, and risk management practices essential.

Art of Stock Picking
Job-Ready Skill

Art of Stock Picking

course modeMode: Self-paced

Learn step-by-step how to find high-potential stocks and build a portfolio you can trust—without the guesswork.

Financial Modelling
Job-Ready Skill

Financial Modelling

course modeMode: Self-paced

Create models that power billion-dollar decisions—DCF, valuation, forecasting, & scenario analysis; learn to look beyond the obvious.

Learn It. Prove It. Own Your Finance Career.

From Learning to Leadership in Finance

Start Strong with a Guided Learning Path

Start Strong with a Guided Learning Path

Our counselling support helps you chart a clear learning path—aligned with your goals, strengths, and career ambitions. From course selection to study strategy, we’re here to guide you with clarity and confidence.

Courses Built for the Real World

Courses Built for the Real World

Each course is designed to build real-world understanding through our trademarked, industry-informed study material and a teaching style that makes complex topics click.

A Learning Community That Lifts You Up

A Learning Community That Lifts You Up

Join a vibrant community of like-minded students, mentors, and alumni who support, share, and grow together. From peer discussions to shared wins, this network becomes your cheer squad.

From Classroom to Career, We've Got Your Back

From Classroom to Career, We've Got Your Back

With dedicated placement assistance, and industry connections, we help you turn your learning into a launchpad—so you're not just job-ready, you're future-ready.

Start Strong with a Guided Learning Path

Start Strong with a Guided Learning Path

Our counselling support helps you chart a clear learning path—aligned with your goals, strengths, and career ambitions. From course selection to study strategy, we’re here to guide you with clarity and confidence.

Courses Built for the Real World

Courses Built for the Real World

Each course is designed to build real-world understanding through our trademarked, industry-informed study material and a teaching style that makes complex topics click.

A Learning Community That Lifts You Up

A Learning Community That Lifts You Up

Join a vibrant community of like-minded students, mentors, and alumni who support, share, and grow together. From peer discussions to shared wins, this network becomes your cheer squad.

From Classroom to Career, We've Got Your Back

From Classroom to Career, We've Got Your Back

With dedicated placement assistance, and industry connections, we help you turn your learning into a launchpad—so you're not just job-ready, you're future-ready.

Start Strong with a Guided Learning Path

Start Strong with a Guided Learning Path

Our counselling support helps you chart a clear learning path—aligned with your goals, strengths, and career ambitions. From course selection to study strategy, we’re here to guide you with clarity and confidence.

Courses Built for the Real World

Courses Built for the Real World

Each course is designed to build real-world understanding through our trademarked, industry-informed study material and a teaching style that makes complex topics click.

A Learning Community That Lifts You Up

A Learning Community That Lifts You Up

Join a vibrant community of like-minded students, mentors, and alumni who support, share, and grow together. From peer discussions to shared wins, this network becomes your cheer squad.

From Classroom to Career, We've Got Your Back

From Classroom to Career, We've Got Your Back

With dedicated placement assistance, and industry connections, we help you turn your learning into a launchpad—so you're not just job-ready, you're future-ready.

Why Finance Aspirants Vouch for Us...

Quote

"There is no better person to teach you finance other than Utkarsh sir. It's been great experience of learning in Fintree. Coming from engineering background, it was challenging for me to learn finance concepts, but simplified techniques of teaching, extremely useful videos, tests and consistent encouragement makes me feel that I am at the best possible place! I would recommend everyone to join Fintree if looking out for finance education."

Batchof2014

Pragya Jain

Quote

"I recommend Fintree to anyone who wants a very focused and career-oriented study environment. Fintree has cleverly designed a study system that works. The live lectures combined with the video lectures make learning a lot easier, convenient and flexible. The weekly tests, mock tests, revision before class and Juice Notes are invaluable. Apart from these resources, the tips on how to study and the guidance offered catering to your specific study concerns is very useful in preparing for the exam. Utkarsh sir is very supportive and approachable. He will save your precious time in figuring out how to study by telling you exactly what needs to be done. This helps direct your attention and efforts toward studying without feeling lost or overwhelmed. If you want to learn Finance, then Fintree is the place to be."

Batchof2018

Dee Kulkarni

Quote

"Fintree gets you prepared for all aspects of the exams topics, the only thing that student needs to do is to show some discipline and revise & practice for the exam. The best thing is that Utkarsh sir not only gets you covered for the exams, but also shares a lot of practical things that happen around & how things are conducted within the industry."

Batchof2020

Sushmit Mokashi

Quote

"The content posted by fintree is amazing. their videos on youtube as well as juice notes really help revise for the examination well. The experience in the classroom is amazing as well as utkarsh sir uses great real life examples to help us understand the topics better."

Batchof2023

Siddharth Pandey

LEAD INSTRUCTOR

At the Helm of FinTree

Founder

Utkarsh Jain

A Lifelong Learner at Heart

Utkarsh Jain

A portfolio consultant to UHNIs and guest faculty at leading business schools, Utkarsh brings real-world insights into every FinTree class. Known for his clarity and grounded approach, he makes complex finance practical, relevant, and easy to grasp.



Academic Credentials

ACADEMIC CREDENTIALS

Chartered Accountant | CFA Charterholder | FRM Charterholder | CFP Charterholder | LLB

For Every Stage of Your Career

Student
Avanish Soman

Avanish Soman

Student at one of the top colleges in Pune

I came across FinTree through glowing recommendations from seniors and contacts. The recorded lectures offer flexibility, while Utkarsh Sir's practical explanations make learning holistic and coherent.

Young Professional
Jaydeep Taparia

Jaydeep Taparia

Equity Research Associate at one of India's leading Research Houses

I'm truly grateful to FinTree and Utkarsh Sir for their guidance in clearing CFA Level I. Utkarsh Sir has a unique way of breaking down complex topics, making it easy to recall during the exam. The structured material, and FinTree team's constant support made my preparation efficient, and achievable.

Career Switcher
Esha Bajaj

Esha Bajaj

Jr. Interior Designer at a leading Interior Design firm in Pune

Switching from interior design, a creative field I pursued for six years, to CFA felt overwhelming at first, but Utkarsh Sir and his team made the journey smooth with their clear teaching and weekly tests. Having offline sessions has truly been a boon, making the entire learning experience more engaging and effective.

Senior Finance Professional
Aditi Furtado, CFA

Aditi Furtado, CFA

Senior VP at one of India's biggest Financial Services company

After 23 years in finance and resuming studies at 44 while balancing work and motherhood, pursuing CFA was no easy task. FinTree's live classes, logical approach to formulas, and Utkarsh Sir's unforgettable storytelling made my CFA Charter possible.

Your Competitive Advantage

From your first class to your dream role, we fuel your growth at every step.

Your Goals, Our Plan

Focused prep, smart strategies, and support to help you clear exams and grow in finance.

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Learn It. Prove It. Own Your Finance Career.

From Learners to Leaders — You're Next.

Turn your learning into leadership. With FinTree's guidance, every step takes you closer to your dream role in finance.

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From Learners to Leaders