Achieve your career goals with CFA, FRM, and Financial Modeling at FinOptions.
Connecting with Your Mentor

Mr. Gaurav Somani
Founder & Director
Mr. Gaurav Somani is CFA, FRM, MBA, CFM, He brings along with him 18 years of rich and intensive experience and knowledge in research and financial Industry. Currently with more than 12 years of training experience in Financial Modeling, Portfolio Management, Investment planning, Derivatives, CFA, CFP, FRM etc. as a passionate Trainer, He handles the corporate training portfolio for the Employee Development Programs. He is an active volunteer of the CFA India society taking care of operations for the Indore Chapter.
Why Choose finOptions ?
INTEGRITY
SINCERITY
DELIVERANCE
SOLUTIONS
Scope: The CFA certification is recognized in 160+ countries, connecting you to a global network of over 190,000+ charterholders and countless passionate students. With us, your career takes on a global reach.
Credibility: Around 90% of Fortune 500 companies rely on our CFA members. Master premium skills in portfolio management, investment strategies, financial analysis, and strategic management.
Job Opportunities: Within 2 years of completion, 80% of our alumni land incredible roles, earning an average salary of ₹12-20 LPA.
Personal Development: Pursuing the CFA not only sharpens your finance expertise but also cultivates essential soft skills like communication, teamwork, and leadership.
CFA CURRICULUM WEIGHTAGE
SUBJECTS | CFA Level 1 | CFA Level 2 | CFA Level 3 |
---|---|---|---|
Quantitative Methods | 8-12% | 5-10% | – |
Financial Statement Analysis | 13-17% | 10-15% | – |
Ethics and Professional Standards | 15-20% | 10-15% | 10-15% |
Economics | 8-12% | 5-10% | 5-10% |
Corporate Issues | 8-12% | 5-10% | – |
Equity Investments/ Valuation | 10-12% | 10-12% | 10-15% |
Fixed Income | 10-12% | 10-15% | 15-20% |
Alternative Investments | 5-8% | 5-10% | 5-10% |
Derivatives | 5-8% | 5-10% | 5-10% |
Portfolio Management & Wealth Planning | 5-8% | 10-15% | 35-40% |
MCQ based examination in CFA Level 1
Exam split in 2 sessions of 2 hours 15 minutes each
Morning & afternoon sessions
ELIGIBILITY
# All undergraduate students
# 2nd year students can appear for CFA level 1
# Valid international passport
# Non-graduates eligible through 4 years of work experience
ATTEMPTS THROUGHOUT THE YEAR
In 2025, the CFA exam will take place:
➾ 4 times for level 1 – In February, May, August, and November
➾ 3 times for level 2 – In May, August, and November
➾ 2 times for level 3 – In February and August
CFA ROADMAP
Register ➾ CFA level 1 ➾ CFA level 2 ➾ CFA level 3 ➾ Eligible for CFA Charter
FinOptions has an 88% pass rate for CFA compared to 45% global average
WHAT DOES FINANCIAL MODELING MEAN ?
Financial modeling involves the use of spreadsheets to summarize a company’s expenses and income in order to comprehend the impact of future projects and decisions that may affect the company’s stock performance. It can be used to evaluate external economic policies, business strategies, regulations, investments and other scenarios to calculate costs of new initiatives, develop financial plans, and allocate corporate resources.
# Learn how to use Excel for analyzing forecasting and valuing different companies through modeling.
# A career in Equity Research, Investment Banking, Credit Research, Project Finance, and Business Analysis can be accessed through this gateway.
# Create concise summaries of financial research and assess various industries.
WHO SHOULD ACQUIRE THE SKILL OF FINANCIAL MODELING?
Someone who wants to establish a career in core finance and is interested in working in areas such as Investment Banking, Equity Research, Credit Ratings, Project Finance, Corporate Finance, Fund Accounting, Financial consulting and Outsourcing should focus on developing financial modeling skills.
Check out Our Training Offering!
# Finoptions culture put importance on validating knowledge before accepting. Emphasizing is on “The Why as well as The How.”
# Training is provided for candidates in both online/virtual and offline/classroom formats.
# Multiple Assignment With Real Life Case Study Approach.
# Special sessions are conducted by industry experts ensuring that the focus remains on maximizing learning outcome.
# Excel classes are available for beginners to advanced users.
# Over 4k+ Alumina are connected in the core finance industry.
# Focus on Industry Insight & Developing Corporate Floor Culture.
# Certification for Investment Banking, Advance Excel & Financial Modeling.
# Placement Assistance.
WHAT FINANCIAL MODELING COVERS ?
* Business Understanding
* Understanding of Financial Statement
* Techniques for Analyzing Financial Statements
* TVM & Capital Budgeting
* Determining Cost of Capital
* Forecasting & Financial Planning
* Analysis of Risk
* Business Valuation
* Preparation and Presentation of financial Reports
* Engaging with Corporates for career Opportunities
Duration : 450 Hours (Approx.)
WHAT DOES THE FRM CERTIFICATION REFER TO?
The FRM Certification, being the true standard for educational excellence in risk management, serves as a gateway to reaching new career heights in the risk profession.
# Demonstrate their capability to evaluate, quantify, and supervise risk in practical circumstances.
# Acquire knowledge that can be applied across various industries and roles.
# Have the ability to enhance their job performance and progress in their careers while in a position of strength.
WHY YOU SHOULD CONSIDER THE FRM PROGRAM?
The FRM, which has been supported and administered by GARP for over 25 years, is a professional designation that lasts for a lifetime. The FRM has been earned by over 80000 individuals from more than 190 countries and territories. They work for global and regional banks, asset managers, consulting firms, regulators, other institutions & Companies that are active in the actual economy.
BENEFITS OF THE FRM PROGRAM
# Demonstrate your proficiency in evaluating, quantifying, and overseeing risk in practical scenarios.
# Ensure the long-term sustainability of your career by acquiring transferrable skills that can be used in various industries and functional positions.
# Insights from a program that surveyed FRMs consistently indicated they would recommend it to friends and colleagues.
# Connect and cooperate with market professionals from around the world to exchange ideas and collaborate.
FRM LEARNING OBJECTIVE PART – I
* Foundation of Risk Management
* Quantitative Analysis
* Financial Market & Products
* Valuation & Risk Models
FRM LEARNING OBJECTIVE PART – II
* Market Risk measurement & Management
* Credit Risk measurement & Management
* Operational Risk & Resilience
* Liquidity Risk Measurement & Management
* Risk Management & Measurement
* Current Issues Issues in Financial Market
Attempts Part I / II (3 attempts in a year) : May, August, and November.
The FRM Exam Part I consists of 100 multiple choice questions and focuses on assessing financial risk. The exam covers topics such as risk management foundations, quantitative analysis, financial markets and products, and valuation and risk models.
The FRM Exam Part II consists of 80 multiple choice questions that focus on applying the tools learned in Part I, which include market risk, credit risk, operational risk and resiliency, treasury and liquidity risk management, risk management and investment management, and current issues in financial markets.
TWO YEARS OF WORK EXPERIENCE MUST BE SUBMITTED.
The full-time work experience, which is the final step to certification, can be gained either before or after passing your Exams.
Duration: 180 Hours (Approx.)
THE ADVANCED EXCEL PROGRAM
Excel is one of the essential tools for all streams, whose proficiency is primarily sorted by all industries. This is one of the courses which is not covered sufficiently at school level. The participant shall work on structured problems inspired by real-world situations. The level of difficulty will gradually increase to match the need of an ‘Advanced’ user. Case Studies make sure that this comfortably paced module enables the participant to apply problem solving skills and advanced data analysis.
ADVANCED EXCEL FUNCTIONS AND FEATURES
# WARM-UP EXERCISES
# DATA ANALYSIS & FILTERATION
# STATISTICAL FUNCTIONS & ESSENTIAL FORMULAS
# DASHBOARD TECHNIQUES
# DATE / TIME FUNCTIONS
# DATA LOOKUP
# DATA CLEAN-UP & EXTRACTION
# LOGICAL FUNCTIONS
# MIS REPORTING – PIVOT TABLE / SUBTOTAL
# WHAT- IF & SENSITIVITY ANALYSIS
# CREATING SPECIALCHARTS
Duration: 24 Hours (Approx.)