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                             Contact us : Mr. Rohit +91 7447443047

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.

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.

FinTree Pune Google Reviews

FinTree
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Pradeep kashyap
Pradeep kashyap
17:43 01 Feb 20
Exceptional course content ..probably one of the best instructor for CFA in the country. Just go ahead and join!! You will not be disappointed.
Adarsh Chandran
Adarsh Chandran
03:49 01 Feb 20
Thank you Utkarsh for your amazing online content. Your videos truly helped me in passing Level 1. I am thrilled to be working with you on my Level 2 prep.
arnav harip
arnav harip
07:50 02 Jan 20
Just cleared my FRM part 1 with quartile 1 in 3 subjects and quartile 2 in one subject. This was all possible due to Utkarsh sir's teaching and him constantly motivating us to work harder. Weekly tests and all the mock tests helped me a lot as well.
Naresh Nayak
Naresh Nayak
07:24 02 Jan 20
I had opted for Online video lectures of FRM part 1 . The lectures were beyond what was just required to pass the examination. It helped me build on basic concepts and tricks to remember few fundamentals made it even more interesting. So to answer the question would i recommend FinTree? That would be absolutely Yes!!read more
Asish Patra
Asish Patra
11:40 02 Dec 19
Everything is awesome. Faculty, staff, infrastructure and course structure. I enrolled for CFA, the plan was well executed during the entire period. The test series was helpful and the Mock was life savior. Thanks to Utkarsh Sir, he is extremely passionate about what he does. Be is morning 5 am classes or evening classes, he is always high on spirit. Great experience.read more
Rohit Deshpande
Rohit Deshpande
13:04 27 Nov 19
Great classroom training. Weekly tests are very helpful. Good conceptual understanding and good guidance for exam preparation.
dinesh songire
dinesh songire
13:00 27 Nov 19
It's a fun learning at FinTree. Being an engineer, initial I was struggling for studies related to CFA Level 1. However, FinTree made it very easy for me. Utkarsh's guidance and teaching is superb! Team is superb and supportive. Once you are at FinTree, just worry about your studies, rest everything including study plan, exam & other arrangements are managed by the team. Overall I would say FinTree is best!!read more
Aarushi Khandelwal
Aarushi Khandelwal
12:54 27 Nov 19
Took the online pack for CFA Level I, and had a wonderful learning experience. The lecture videos, summary videos and a huge variety of questions on each topic made the learning experience fun and easy!
Rachana Shah
Rachana Shah
09:26 27 Nov 19
Amazing experience learning from fintree. Did online lectures and every concept was so perfectly explained. Would definitely recommend this place for anyone looking forward to join CFA classes.
Yogesh Nagrani
Yogesh Nagrani
08:53 27 Nov 19
Best classes ever for anyy of the course they provide,Cooperative,Friendly staff. Utkarsh sir is the best proffessor i ever met in my life.
Vaishali Jain
Vaishali Jain
08:52 27 Nov 19
All the video content , juice notes , question sets are so much of quality ; got so much help in understanding from the basics . Thank you fintree . Definitely would highly recommend others.
Akash Sahu
Akash Sahu
10:18 26 Nov 19
I love they style of teaching, even if you are not from financial background you can understand the stuff well.
Salil Vadgaokar
Salil Vadgaokar
10:17 26 Nov 19
A great team to go study with. Their passion and dedication towards not only teaching you the concepts but also making it fun while learning is so refreshing. Their energy plays on you to motivate yourself to be more competitive. The knowledge gained here is high grade and will suggest anyone thinking of doing CFA/FRM to sign up with FinTreeread more
prithvi vadlamani
prithvi vadlamani
08:25 26 Nov 19
One can go there for Utkarsh Sir. The effort he puts in to get his students understand the logic behind every concept is something unique about Fintree.
Abhishek Bal
Abhishek Bal
08:02 21 Nov 19
Please don't join a training center that conducts classes of CFA and FRM both under the same roof at the same time. It is absurd to think of one course being prioritized to other. Nothing against Fin Tree or any other prep provider. Just 2 cents. I am not in favor or against any prep provider.
RAHUL AGARWAL
RAHUL AGARWAL
15:04 02 Nov 19
Fintree is the best among it peers ,I had also other prep provider but i found fintree is best.Umang Sir is the best CFA instructor i have ever found.
Vikas Rathee
Vikas Rathee
08:13 30 Oct 19
I joined Fintree in Jan 2018. Prior to that I attended a couple of demo sessions (Level zero classes). Once the live sessions started I realized that this is one of the best institutes for professional certifications. I cleared FRM Level 1 in May 2018 and CFA Level 1 in June 2019. All thanks to Utkarsh Sir who is the backbone of this institute. Very humble and always ready to help. He comes up with very interesting examples to make the learning easy. Support staff is also very helpful. They are always there for you whatever may be the situation.read more
A A
A A
14:01 30 Sep 19
Highly recommend Fintree for anyone who wants to take the CFA Program. I am an online student of Fintree. I was struggling with Derivatives back in CFA Level 2 last year and was looking for educational videos on youtube, hoping to find an easier way to understand Derivatives. That was when I chanced upon Fintree's CFA Level 2 free videos on youtube, which are taught by Utkarsh Jain sir. He had made even the most difficult concepts very easy, by giving simple examples, which enhances conceptual understanding of the topic. As such, I decided to enrol for the Online Video recorded lessons for CFA Level 3 this year. I am glad to share that I have passed the CFA Level 3 exam on my first attempt. Thank you so much Fintree for being a part of my CFA Program journey. -Lalitharead more
Prachi Kurkute
Prachi Kurkute
10:40 21 Aug 19
Best teaching method by Utkarsh sir, everyone is very supportive, weekly test are also very helpful.... Best place for CFA preparation.. the videos are also very nice all concepts are cleared.....
Anish Srivastava
Anish Srivastava
16:56 10 Aug 19
Utkarsh Jain is by far one of the best teachers that I came across with. His way of teaching complex problems in simple manner is unbelievable. I cleared the level 2 exam within 2 months by going through his online lectures. I recommend him and his institute strongly to anyone who is a CFA aspirant. Keep up the good work.read more
Samridhi Shoor
Samridhi Shoor
13:29 10 Aug 19
I came across FinTree videos on YouTube for CFA Level 1 related to various types of yields. The video was about 10 minutes long and the material in the video allowed me to intrinsically learn the concept without having to read or memorize anything. Therefore I went ahead and registered for the online course. I didn’t read a lot and just stuck to videos for the major learning of the curriculum and I passed with flying colors. The material is simple and to the point. It simplifies the concepts that are presented in a very convoluted manner. I would recommend these classes to anyone who is struggling to understand the concepts and is in a time crunch.read more
Sidharth Srikumar
Sidharth Srikumar
17:02 06 Aug 19
Very practical and clear-clutter free explanations. Juice notes was very helpful for level 1. Thanks Fintree.
kenneth onen
kenneth onen
22:11 15 Jun 19
Great tutor. Loved the videos. Very easy to understand with very practical examples. The juice notes provided a great summary of the entire course material clearly stating high priority areas. I will recommend this highly to friends pursuing the course. Thank you Fintree.
Prithvirajsingh Rambaruth
Prithvirajsingh Rambaruth
13:15 12 Jun 19
The dedication level of the teacher is highly impressive and they share highly reliable notes. Explanations are very clear and timely. As things stand, I highly recommend this team and seize the opportunity to thank them for their wonderful job and congratulate them for the standards they have set.
hari prakash Mittal
hari prakash Mittal
12:58 12 Jun 19
The classes are good and so are the study material. They prepare you not just for exam but for different aspects of life in utilising the knowledge gained. Though i would say , there has been a decrease in the quality of classroom education in past few months as the faculty is juggling with lot of things and timings are limited which has made it less desirable . If they keep on maintaining the quality and work on the above (highly required) then they are one of the best institute for financial courses.read more
nisha rajan
nisha rajan
07:37 06 Jun 19
This is probably the best place to start with. Utkarsh sir, being the backbone of the institute has been an excellent mentor throughout. Other staff members too have also been very supportive and helpful. It was indeed an amazing experience to have been a student here.
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