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
  • FRM Part I 
  • CFA Level II 
  • 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

Abhishek Banerjee
Abhishek Banerjee
13:39 06 Jun 20
Easily, the best place in Bangalore to get your CFA preparation started. Courteous centre manager Mr. Vaibhav to streamline your experience and experienced faculty in Utkarsh Jain to see you through the syllabus.read more
cachitra tejwani
cachitra tejwani
16:05 04 Jun 20
Fintree is a best coaching if you are planning for CFA/ FRM.. It's a perfect blend of passion, excellence and quality teaching under one roof. Utkarsh's way of teaching is very unique and amazing. He takes you from level zero to the expectations of institute. It provide a platform not only to earn certificate like CFA but also enhances your personality development skills by providing various other platform like Toast master club or webinars from experts . Add-on to this they also support in your professional career with the placement services they provide. The Fintree members are also very supportive and motovative especially Vaibhav, he will take great care and will push you to write all tests.read more
Abdul Hakeem
Abdul Hakeem
14:30 21 May 20
Fintree offers a classroom experience unlike the other online coaching institutes. Utkarsh Jain takes time to explain the concepts and explains taking practical examples. He's very patient and makes sure that you understand the concepts. Apart from the classroom coaching, there is an online portal with pre-recorded videos and online tests which are very helpful in the learning process. The weekly tests offer a regular basis of self assessment of the CFA preparation and are also a simulation of the CFA testing environment. All the classes are held during the weekends to accommodate both the students and the working professionals. Mr Vaibhav is the coordinator for the Bangalore center. He makes sure that everything is studying and provides regular motivation from time to time. Fintree is the place to be for your CFA Preparation journey !!read more
Arbind P
Arbind P
06:31 21 May 20
Amazing place to start your CFA;FRM and financial modelling preparation. Utkarsh and his entire team (especially - Vaibhav) is amazing, they shape your career through teaching and advising. They are the best, you just have to be focus and have faith in Utkarsh & team, rest will be taken care. Happy Learning!!!read more
richa grover
richa grover
17:07 20 May 20
I joined Fintree for Cfa Level 3 classes and found it very useful. Before joining the live classes I use to watch the youtube videos uploaded on Fintree channel. Utkarsh sir is one of the experienced teacher and makes the concept easy to understand.read more
Raghavendra Aditya
Raghavendra Aditya
12:41 20 May 20
I took FRM coaching with FINTREE and it was very useful. I was very impressed with coaching,Conducting exams,classroom sessions and classroom Environment. I strongly recommend FINTREE for CFA and FRM. My special thanks to Utkarsh and Vaibhav for their continuous support and motivation.read more
R C
R C
09:13 18 May 20
Fintree offers a top quality CFA coaching program as well as a Financial Modeling program, very likely a best-in-class offering in India. Mr. Utkarsh Jain the head coach is a well qualified, and talented practitioner, who is passionate about both teaching and learning Investment Finance. Besides being a very good communicator, Utkarsh puts in the effort to make complex concepts accessible to the Investment Finance initiate. He explains concepts using humor, and breaks down (chunking) complex concepts, adding a practical twist (how concepts are applied), because he has hands on experience to do so. Students at the Fintree CFA coaching class range in age from recent retirees to final year undergraduate students. Also, Fintree has a placement service for successful students, and they wallk their talk. The suppory staff at Fintree are exemplary in their dedication to the students needs, and are encouraging and motivating all at once. Mr. Vaibhav managing the Bangaluru office knows every student by name, and takes a personal interest in each person's progress. This as we know extremely unusual yet a daily reality at Fintree. I wish them all the best in their endevours.read more
Maneesha s.nair
Maneesha s.nair
08:20 18 May 20
Best organisation with excellent guru who has a passion for the subject and motivated people around for all prospective finance professionals.
Hemant Adhikari
Hemant Adhikari
04:17 26 Mar 20
In my opinion, Fintree is the best CFA Prep-Provider. Pls don’t go by anybody’s words. Fintree allows you to attend their demo classes. In this institute they insist that we first attend their demo classes and once we are satisfied, we can pay their fee. This institute is not behind money making. Whereas other institute they may be hesitant to allow you to attend their classes before you make payment as they are not confident about their stuff. At Fintree, the study material is structured in such a way that it provides you to utilise every single free moment of your day. Whenever you are travelling, you can watch video and if you can not watch, you have freedom to listen to audio material. If you have only few minutes, you can solve Fintree quiz (online question LOS wise and chapterwise). I request everybody who is preparing preparing for CFA, just attend few demo classes at Fintree and at any other Prep-Provider. It will help you decide and select the best. I can assure you if you are really serious about clearing CFA, Fintree would be the best option.read more
priya j
priya j
09:36 25 Mar 20
Fintree Institute Banglore is excellent for CFA/FRM. Utkash teaching is really easy to understand even the toughest concept in each subject. Anyone who joins Fintree to become Charter Holder , just by following Utkash guidance and putting our best effort and time ,one can easily achieve CFA. His Financial Modelling Course is one of the excellent class for an equity research analyst.read more
Aditya Jaiswal
Aditya Jaiswal
07:51 25 Mar 20
-Utkarsh Jain is amazing- I had no idea whatsoever of Fintree because they don't spend much money on advertisements. I came to know about them from a friend based out of Pune. Since I joined, it has been an amazing experience. Fintree strictly follows a rule based approach: 1) Pre class videos: which you are supposed to watch before coming to class. 2) Full fledged class room programme 3) Weekly tests: on topics taught over the week. Utkarsh is very nice and a humble person, he goes out of the way to teach you, no matter how many extra classes are required! He will push you to the edge and wont let you give up! The supporting members are also nice, especially Vaibhav, he will take great care and will push you to write all tests. This is the best option one can have for CFA and FRM.read more
Aiman Siddiqui
Aiman Siddiqui
13:09 11 Mar 20
The best CFA coaching in Bangalore. I visited and attended demos at all the registered CFA prep providers in Bangalore and settled down for Fintree. The personal touch which they give and the support they provide is really appreciated. Utkarsh’s way of teaching is very good and they are not someone who would waste their efforts in marketing and gathering students. Their main focus is to help students clear CFA exams with ease by providing structured guidance. Each and every topic is covered in detail in the LMS along with the basic concepts which helps the students to have clear understanding. If you are looking to join a prep provider for CFA,FRM or CFP do experience the way Fintree guides you especially the Working Professionals.read more
Nabanita Pramanik
Nabanita Pramanik
10:55 22 Feb 20
Utkarsh is an amazing tutor.He explains the concepts in detail adding innovative shortcuts and relevant examples as per current market scenarios.And Bangalore Fintree Branch's Manager Vaibhav is an amazing coordinator and very supportive to all the students.The best classroom training centre for FRM and CFA.read more
Nicky Bhoneja
Nicky Bhoneja
11:02 26 Jan 20
I really enjoy the video as well as class lectures provided by fintree. You will get to learn stuff other than CFA/FRM curriculum. If you attend class, we have jamming revision, that really helps in memorizing. Also, after every break Utkarsh sir motivates by telling about career opportunities. For me personally i really enjoy those motivating sessions, that is what pushes me to put in more and more. About placements, i was searching for a good profile. I got many options, waited for what i deserve. It's really useful for those who have just come out of college. Thank you 😃😃read more
Palash Sharma
Palash Sharma
10:58 26 Jan 20
It is a great experience, the staff is very good and supportive. They help you very well for preparing for the exams. Placement services are also very good and staff supports you to find the job you are looking for. If you think of doing CFA, think Fintree......read more
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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