Bestseller
a structured 30-day course outline for the
Certificate in Financial Advisor (Health Insurance - India):
Week 1: Introduction to Financial Advisory & Insurance Basics
Week 2: Understanding Health Insurance Policies
Week 3: Regulatory & Market Insights
Week 4: Advisory, Sales & Ethics
Note : After completation course and internship awarded certificate .
CFA Course Level
CFA Subject
Weightage in CFA Exam
CFA Level I Syllabus
Ethical and Professional Standards
15-20%Quantitative Methods
6-9%Economics
6-9%Financial Statement Analysis
11-14%Corporate Issuers
6-9%Equity Investments
11-14%Fixed Income
11-14%Derivatives
5–8%Alternative Investments
7-10%Portfolio Management and Wealth Planning
8-12%CFA Level II Syllabus
Ethical and Professional Standards
10–15%Quantitative Methods
5–10%Economics
5–10%Financial Statement Analysis
10–15%Corporate Issuers
5–10%Equity Investments
10–15%Fixed Income
10–15%Derivatives
5–10%Alternative Investments
5–10%Portfolio Management and Wealth Planning
10–15%CFA Level III Syllabus
Asset Allocation15–20%Portfolio Construction15–20%Performance Measurement5–10%Derivatives and Risk Management10–15%Ethical and Professional Standards10–15%Pathways (Portfolio Management or Private Markets or Private Wealth)30–35%
Note: The information is sourced from the official/counselling body of the institute/exam.
Recommended links for CFA Syllabus:
Practical Skills Module: When and How To Approach the CFA Program’s PSM
CFA Institute provides the books for each course level. Soon after the candidates register for the CFA program, they gain access to several study tools and resources. CFA books help candidates prepare for the exam.
Soon after the CFA registration, candidates gain access to the following:
CFA Institute facilitates access to its learning ecosystem and community to help students on their path to becoming CFA charter holders.
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