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At FinTree, we provide you comprehensive coverage of the courses you need to be successful in your career in the realm of finance. However, along the way, you may face hurdles and questions along the way when reflecting on how to proceed with the growth and the results which you would want to see coming to fruit. With this in mind, you may look through the frequently-asked questions[bottom pf page] that are raised to enrich your understanding and awareness of our courses.

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.

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

3. Mumbai- Weekend Batch: Saturdays – 8 am to 1 pm
4. Bangalore- Weekend Batch: Sundays – 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 from 4 pm to 9 pm and in Pune the sessions are on Sundays from 4 pm to 9 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 Wednesdays and Thursdays from 7 pm to 9:30 pm.

iv) FRM® Part I:
The batch is conducted from 1 pm to 5 pm on Sundays in Pune & Bangalore; and 1 pm to 5 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 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.