Finelite

Diploma in applied finance

A unique CFA® training program to crack your dream finance job

9 Months

Duration

8th August 2022

Next Batch

50

Students per batch

100%

Placement Assistance

Course Structure

CFA® Level 1 Exam Prep

A 250-hours live CFA® Level 1 training program to make you 100% exam ready.

Practical Skill Training

A 100-hour live training by industry professionals in Financial Modelling, Valuations, Investment Research, Investment Banking, and much more.

100% Placement Assistance

We help you find your dream job with our dedicated placement team and deep industry connects across the BFSI sector.

Your Dream Finance Job

Features

Missed a class?

Watch the recording later, with complete access to all videos and teaching material

Find CFA® Expensive?

Complete guidance on the various scholarship available & their application process

Training for Practical Skills

Get trained by industry professionals in job oriented finance skills

Time clashing with college?

Live sessions to be conducted post-college hours

What about a Job?

100% placement assistance coupled with extensive practical training

Tests & Practice?

Regular tests & 8 mock exams for practice

DAF Practical Curriculum

  • Analyzing Investment Options (NPV, IRR)
  • Analyzing Manufacturing Decisions (Breakeven Analysis)
  • Operating Leverage
  • Financial Leverage
  • Reading an Annual Report
  • Analyzing Profit & Loss Account
  • Analyzing Balance Sheet
  • Analyzing Cash Flow Statement
  • Ratio Analysis
  • Management Quality and Other Policies
  • Trend Analysis
  • Understanding a business and key drivers
  • Deciding a model template
  • Building a historical model with financial and operating data
  • Forecasting Profit and Loss Statement
  • Forecasting Balance Sheet
  • Forecasting Cash Flow Statement
  • Final Linkages and Model
  • Debugging
  • Rationalizing
  • Assumptions and Final Adjustments
  • DCF Concepts and Formulas
  • Building a 2-stage and 3-stage FCFF model
  • Multiples based Valuation – Concepts and Formulas
  • Choosing the right multiples
  • Market Multiples Valuation
  • Transaction Multiples Valuation
  • Dividend Discounting Concepts and Formulas
  • Dividend Discounting Model
  • Investment Concepts and Philosophy
  • Sources of Data and Research – Primary vs Secondary
  • Sector Research and Value Chain
  • Forming an opinion on the Sector Potential
  • Tailwinds vs Headwinds
  • Company Research  Understanding the Business Model Peer Comparison
  • Sustainable Competitive Advantages – Moats
  • Rating Management and other qualitative aspects
  • Understanding Growth Potential and Risks in the business
  • Economic Overview and Macro factors affecting business
  • Relating Financial Model and Valuations with Equity Research
  • Report Writing – Content, flow and presentation
  • Critical Review of your research report.
  • Functions in an Investment
    Bank
  • Front Office vs Mid Office vs
    Back Office
  • IB Processes Overview
  • Due Diligence
  • IB services and Client Profiles
  • How to prepare winning
    Pitchbooks
  • IB Jargons
  • Career in IB
  • Why M&A?
  • Building an M&A Model
  • Synergy Valuation
  • Accretion vs Dilution Analysis
  • M&A Process
  • Legal Aspects of M&A
  • Basic communication etiquette in work place
  • Official email writing.
  • Presentation skills
  • Team playing
  • Handling diverse cultures at work place.
  • Resume/ LinkedIn profiles
  • Time Management at work place
  • Cracking Finance Interviews

Results

90%

Placed within 3 months of exam results

₹5 Lakh

Average CTC for our CFA® Level I students

500+

Students Trained

72%

CFA® Passing Rate

Upcoming Batch Details

Attempt

CFA® Level I February 2023 attempt

Batch

Max batch size is 50 students on a first come first serve basis

Schedule

Tue and Thu 6pm - 8pm
Sat 3pm - 9pm
Sun 11am - 4.30pm

Commencement Date

The program will commences from 2nd week of August

Easy Payment

Entire fees in 2 installments
Installment 1 on enrollment and Installment 2 in June 2022

This batch is ideal for all college students currently studying in their second year or final year.

Testimonials

Our Faculties

Monil Mehta​
Monil Mehta​M.Com, CFA​
Read More
Financial Research Analyst at Axience Capital.
Keen interest in equity research and disciplines related to investments and valuation.
Nidhi Sheth
Nidhi ShethCFA, MBA - Finance
Read More
Entrepreneur in the Fashion and Footwear sector.
Passionate about education.
5+ years experience in CFA coaching.
Sahil Harwani
Sahil HarwaniCFA, CCRA, MBA - NMIMS
Read More
Institutional Equity Sales at Centrum Broking.
Experience in equity research across various sectors like life insurance, pacaged food and pharmaceuticals.
Rajat Ramuka
Rajat RamukaB.Com, CA, CFA
Read More
Credit Portfolio Analyst - Citi Bank
Ex - Axis Bank
Experience in credit underwriting and financial analysis of clients for lending purposes.
Harshit Shah
Harshit ShahB.Com, CA, LLB
Read More
Co-founder - LeapUp Edutech & Pursuit Academy.
Over 8 years of teaching experience at prestigious colleges like NM College, UPG, NMIMS, etc.
Ronak Gala
Ronak GalaB.Com, CA, LLB
Read More
Co-founder - LeapUp Edutech & Parathya Capital
6+ years as a portfolio manager and 4+ years of teaching experience at NSE Academy, NMIMS, DSIMS, etc.
Previous
Next

FAQ’s

 

The curriculum is designed after consulting top finance professionals and hiring managers at reputed BSFI companies.

You can expect fresher level roles in the profiles like equity research, investment banking front end, credit research, wealth management, investment banking operations, etc.

You will be getting recordings of each lecture on our learning portal.

We have students from pan India from different colleges. It is difficult to give exam breaks for each college exam schedule. However, given the 14 hours of commitment per week, students are easily able to manage our lectures along with their college exams.

Still Not Convinced or have further questions?