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Smart Investor Courses

We offer the following courses through our Skill Development Centers

CFA® Courses

India is seeing a robust growth rate every year and expected to become worlds no.1

Stock Trader Programme

The mission of FinanceIQ is to prepare a workforce..

CFA® Level 3 Training
INTRODUCTION
  • CFA® Level 3 is the final stage of the CFA® Programme. It has a greater emphasis on wealth planning and portfolio management and less emphasis on some of the analytical subjects such as accounting and quants. You must demonstrate a working knowledge of the portfolio management process, from calculating investor constraints, objectives, and capital-market expectations to making asset-allocation decisions.
  • CFA Level 3 exams are held in June only every year.
  • The CFA® Level 3 exam uses the essay format in the morning, and the item set format, with 10 item sets, in the afternoon.

COURSE CONTENT
Topic Areas  

 Weightage
  1. Portfolio Management & Wealth Planning& Fixed Income
  2. Fixed Income
  3. Ethical and Professional standards
  4. Alternative Investments
  5. Derivatives
  6. Equity Investments
45-55%
10-20%
10%
  5-15%
 5-15%
5-15%

     

 

Each topic area has one or more Learning Outcome Statements (LOS) that explain what you are supposed to learn from that topic area.

 Source: CFA Institute Website

REGISTRATION
  • You can visit the institute's website for this www.cfainstitute.org

 

Key features of Training
  • Classroom Training
  • Topic Tests
  • Mock Exams
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