New batches for CFA Level I, II, III & FRM Part I Starting from coming Saturday and Sunday at Mumbai, Pune, & Bengaluru resp.    Master Workshop on Financial Modeling on 16th to 22nd Dec, Click here for more info

Bengaluru classroom

 The live training sessions by Mr Utkarsh Jain will be broadcasted in real-time at our FinTree center in Koramangala, Bangalore.

 You will be able to raise queries to Mr Utkarsh Jain during these sessions.

 CFA Level I on Sunday 8am to 1pm

FRM Part I on Sunday 1pm to 4pm.

 CFA Level II on Sunday 5pm to 8pm

For More info Please call on +91 8888733332

FAQ

Most frequent questions and answers

FinTree offers prep courses in the online and the classroom formats for CFA, FRM, CFP, and an in-house course for Financial Modeling.

Note: Please call us for latest Timings on

7447443047 [Pune], 

7447443045 [Mumbai],

8888733332 [Bangalore]

i) CFA Level I:
1. Pune- Weekday Morning Batch: TUE, WED and THU – generally 8 am to 11 am

2. Pune- Weekend Batch: Sundays – generally 8 am to 1 pm

3. Mumbai- Weekend Batch: Saturdays – generally 8 am to 1 pm

4. Bangalore- Weekend Batch: Sundays – generally 8 am to 1 pm

ii) CFA Level II: The CFA® Level II classroom sessions are conducted in Mumbai and in Pune. The sessions in Mumbai are on Saturdays generally from 1.30 pm to 6.30 pm and in Pune the sessions are on Sundays generally from 1.30 pm to 6.30 pm. The fee for Classroom Training is Rs. 38,000/- (Inclusive of taxes).

iii) The CFA® Level III classroom sessions are conducted in Pune. The fee for Classroom Training is Rs.38,000/- (inclusive of taxes) and the batch is conducted on Saturdays and Sundays generally from 6.30 pm to 10:30 pm.


iv) FRM® Part I:

The batch is conducted generally from 8 am to 1 pm on Sundays in Pune & Bangalore; and 8 am to 1 pm on Saturdays in Mumbai.
v) FRM® Part II:
Pune, Mumbai, and Bangalore. It will be a live Online Session at our Center in Pune. The batch is conducted every Wednesday generally from 6.30 pm to 10 pm.

For online registrants: You will be provided with the course package components based on the course package selected by you.
*For classroom registrants: You will be provided your respective course’s video library, summary videos, formula review sessions, FinTree Level Zero, study planner, and CommuterNotes.

FinTree Placements leverages on the network of individuals that our team has built since FinTree’s inception. Every FinTree individual currently in a firm is requested to inform FinTree of vacancies in their work-place. The FinTree Team broadcasts messages of vacancies via WhatsApp to FinTree Classroom Course registrants and certain Online Course registrants. Individuals who fit the criteria provided may apply for the job. The Placement service by FinTree is currently available only in India.

December 2019 Exam (Level I)

USD

Deadline

Early Registration Fee

650

27-Mar-19

Standard Registration Fee

950

14-Aug-19

Late Registration Fee

1380

11-Sep-19




June 2020 Exam (Level I, II, & III)

USD

Deadline

Early Registration Fee

700

02-Oct-19

Standard Registration Fee

1000

12-Feb-20

Late Registration Fee

1450

11-Mar-20




Program Enrolment Fee: USD 450 (for first-time exam registrants only)



For a new candidate

November 16 2019 Exam (Part I)

USD

Deadline

Early Registration Fee

750

31-Jul-19

Standard Registration Fee

875

31-Aug-19

Late Registration Fee

1050

15-Oct-19

        

For a returning candidate

November 16 2019 Exam (Part I/ Part II)

USD

Deadline

Early Registration Fee

350

31-Jul-19

Standard Registration Fee

475

31-Aug-19

Late Registration Fee

650

15-Oct-19


Note: New candidates pay an inclusive enrolment fee of USD 400 in their total fee along with the respective exam fee.

Jobs currently available in Pune range from INR 17,000 – 30,000/- for an individual who passes the CFA Level I exam. Please note that this is a general guideline range and the actual salary depends on how you negotiate, the relevant experience you possess and a range of other factors.

– With umpteen number of job profiles on offer, the profiles of portfolio manager, research analyst, chief executive, consultant, risk manager, corporate financial analyst, financial adviser, investment banking analyst, and relationship manager, to name a few.

As mentioned by the CFA Institute, the enrollment requirements for the CFA Program are:


1. Meet one of the following entrance requirements:

Bachelor’s Degree
I have completed a bachelor’s degree or equivalent program. Most CFA Program applicants have the education to enroll in graduate studies in the country where they earned their degree. If you’re not sure if your program is comparable, ask your college or university.

Final-Year Student
I am a student in the final year of my bachelor’s degree or equivalent program. I understand that I may register for the Level I Exam, but I must complete my degree program prior to registering for Level II.

Professional Experience
I have a combination of four years of full-time work experience and/or higher education. I understand that part-time work does NOT qualify me for this track, but that my full-time work does not need to be investment related. 


2. Have an international travel passport: CFA Institute requires that every CFA Program candidate have a valid international travel passport to register and sit for the exam.


3. Be prepared to take the exams in English

The CFA Program exams are only offered in English.

4. Meet the professional conduct admission criteriaAll candidates in the CFA Program must complete a Professional Conduct Statement form to attest that they are in compliance with this requirement.


5. Live in a participating countryThere are some countries that CFA Institute cannot work with. Be sure your country is not excluded from participation in the program.


Source: https://www.cfainstitute.org/programs/cfa/register/enrollment-requirements

Updated on Aug 2019

December 2019 Exam (Level I)

USD

Deadline

Early Registration Fee

650

27-Mar-19

Standard Registration Fee

950

14-Aug-19

Late Registration Fee

1380

11-Sep-19




June 2020 Exam (Level I, II, & III)

USD

Deadline

Early Registration Fee

700

02-Oct-19

Standard Registration Fee

1000

12-Feb-20

Late Registration Fee

1450

11-Mar-20




Program Enrollment Fee: USD 450 (for first-time exam registrants only)



CFA Level I


  • The CFA Level I Exam consists of two 3-hour sessions consisting of 120 questions in each session; each session covers all topics.

  • Each multiple-choice question should be allotted 90 seconds on average. An individual may require either more or less time, depending on the question and the individual’s knowledge of the topic.

  • There is no score reduction due to incorrect answers

  • A question format can be in the form of completing a sentence or answering a question.


CFA Level II

  • The CFA Level II Exam consists of two 3-hour sessions consisting of 21 case-studies with 10 and 11 item-set questions in each respective session chronologically.

  • There will be 120 questions – 18 case-studies with 6 questions each and 3 case-studies with 4 questions each, for a total of 21 case-studies

  • Some topics are covered in the morning session only and some get covered in the afternoon session only

  • The question format is the same as that of the CFA Level I exam. 

  • The length of a case-study is from 1 – 2.5 pages. A case-study can include tables and diagrams.

  • The choice of an answer should be made from the information provided in the case-study only.


CFA Level III

  • The CFA Level III Exam consists of two 3-hour sessions: the morning session consists of anywhere from 8-12 essay questions (with sub-parts) and the afternoon session consists of 11 case-studies where 8 case-studies have 6 questions each and 3 case-studies have 4 questions each.

  • An essay question has two or more parts

  • Some topics are covered in the morning session only and some get covered in the afternoon session only

  • The question format for the afternoon session is the same as that of the CFA Level II exam.

  • The length of a case-study is from 1 – 2.5 pages. A case-study can include tables and diagrams.

  • The choice of an answer for a case-study should only be made from the information provided.

The CFA Program is the gold standard of education and competency in the finance industry. Completing the CFA Program opens doors of opportunity that would otherwise be difficult to reach in terms of a career and many other prospects.

Follow these steps for applying for a scholarship:

  1. Click here  to learn more about the scholarships the CFA Institute offers

  2. Study and determine the appropriate scholarship which would be applicable for you.

  3. Create an account with the CFA Institute and log in to your account

  4. Click on ‘My Account’ on the top-right of your screen

  5. Select the ‘Scholarships’ tile in the ‘Programs’ section.

  6. Proceed with the scholarship which appropriately applies to you and you will be redirected to the respective form.

There are no discounts available for any FinTree classroom course. Announcements of discounts, if any, will be made via social media or through correspondence.

There is no eligibility requirement for the FRM Program by the GARP Institute.

As mentioned by the CFA Institute in the Work Experience Guidelines:

You must have 48 months (four years) of work experience in evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process; supervising persons who conduct such activities; or teaching such activities.

For a position to qualify, at least 50% of your time should be spent directly involved in the investment decision-making process or producing a work product that informs or adds value to that process. Work must be full time and can be earned before, during, or after participation in the CFA Program. Managing your own investments or the investments of your family or friends (without compensation) does not qualify.

To determine whether your work experience qualifies for this requirement, click here to take the Work Experience Self-Assessment.

Click here to learn more about how to write a good description while applying for the CFA Charter.

The jobs available for an individual completing the CFP Program are varied and demand for the CFP designation-holder has been observed to be from banks, wealth management firms, life insurance companies, and accounting firms, to name a few.

What Our students say

The classes, study material, beautifully structured video, extra session, Fintree connect session and real life experience tells you what exact Finance is. Fintree is a magic. You don’t have to worry if you are at Fintree. If you are looking for a platform for studying for CFA FRM Fintree is the best place. Do visit the level 0 session, those will help you surely. ✨

Sayali P.

Having spoken to many of my seniors and friends studying for CFA at Delhi, Mumbai or other cities in India, I understood that amongst many institutions, FinTree's CFA prep guidance is one of the best in India. Let it be CFA prep or career guidance, team at FinTree will do it all. I would strongly recommend FinTree for CFA prep.

Vaishnavi K.

FinTree Bengaluru Google Reviews

Sanjana Jain
Sanjana Jain
13:25 29 Nov 19
Utkarsh Sir is the best mentor, faculty one can ever have. His methods of teaching and the way he makes sure that we are not just learning but also understanding the concepts is phenomenal. The excitement and passion in him to teach and make student learn is something that motivates us more to study. Full team of Fintree institute is superb, one can never get disappointed with any of the facility. I find myself really lucky that i could get a chance to study in such a renowned institute.read more
vishal melmatti
vishal melmatti
00:05 29 Nov 19
Utkarsh is one of the best teachers I got opportunity to learn from. He not only teaches the curriculum but coaches through all the necessary things required to gain the strong understanding of concepts & to pass the exam. The quality & innovation he brings in designing the study material (Juice notes, Online videos, weekly tests, mock tests) reflects his passion & hard work he puts into it. Its great that fintree is started in Bangalore. Sessions are quite interactive. Staff is very helpful, Vaibhav makes sure to followup students on all necessary things & running classes smoothly. Highly recommended !read more
SUBHASIS DEY
SUBHASIS DEY
03:26 25 Nov 19
Utkarsh sir is just mind-blowing..his way of teaching is so unique..he takes live classes from Pune but always gives extra time for Bangalore students for clarification of doubts if any. He presents complicated topics in very simple way and clear the concepts from basic...I really feel very fortunate to pursue professional course under him.read more
Archana G Utmani
Archana G Utmani
08:06 22 Nov 19
One cant get a better training! Highly recommended for Non-Finance background students willing to pursue FRM / CFA. The very interactive & lively sessions by Utkarsh (an amazing teacher!) - They charge you up! you enjoy the subject! & Loved the way our studies was planned - with Weekly Tests & Mocks playing a huge role in the learning curve. Great support from the Staff (Vaibhav), they give you just the right amount of push you need! Looking fwd for FRM Part 2 🙂read more
Tiara Tom
Tiara Tom
15:15 05 Nov 19
Extremely helpful for candidates from non finance background as the concepts are explained very clearly. Excellent teaching and helpful staff. Strict time frame for each subject ,which makes sure that you complete the portions . good assignments and mock exams for preparation.read more
Chaaya Sakaria
Chaaya Sakaria
15:55 30 Oct 19
Utkarsh sir one of the most genuine mentors I have come across. Great mentor and very hard working. Classes are very interactive and his method of teaching is very unique. He explains the concepts very clearly and has an unquenchable thirst for knowledge and will never disappoint you. I consider myself very fortunate to pursue professional course coaching from this incredible human being.read more
sansriti pandey
sansriti pandey
15:41 25 Aug 19
I am very happy that FinTree has opened up in Bangalore. I did Level 1 and Level 2 with Utkarsh Jain, and I don’t think there’s anyone better out there. I travelled to Bombay for my level 2 classes because I did my research and I felt that no other institute is even close. He has a very different style of teaching and I find it brilliant. He makes the concepts so much easier. All the intimidating stuff in the beginning becomes so much more fun by the end of the season. His classes have the perfect blend of curriculum and practical knowledge. The tests and mocks are really good and helps in building solid foundation. And to top it all, his good sense of humor always keeps the fun going on in the class.read more
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