CFA Level 3 & Analyst Stack Combo

Overview

CFA Level 3 with job-ready finance skills

CFA Level 3 & Analyst Stack Combo helps students complete the final stage of CFA while building practical finance and career skills. CFA Level 3 builds strong understanding of portfolio management, wealth planning, ethics, and case-based decision-making, while Analyst Stack helps students apply finance through modeling, equity research, sector analysis, AI tools, and career-focused projects.

350 hours of structured content

CFA L3: 200 hours core learning content, Analyst Stack: 146 hours across 73 sessions

CFA L3: Core Conceptual Videos

Comprehensive instruction on Common Core curriculum and Portfolio Management specialized pathway

CFA L3: Audio Summaries after every class

revise on the go, reinforce retention during study sessions

CFA L3: Class Notes

PDF class notes covering every lecture for offline reference and quick recall

CFA L3: Study Material

Hard Copy study material for tactile learning and offline access

CFA L3: Case-based vignette analysis

real-world portfolio scenarios mirroring the Level 3 exam format

CFA L3: Doubt solving on Sir's Telegram

direct faculty access, no helpdesk gatekeeping

Analyst Stack: 73 sessions across 4 modules

Financial Modeling, Fundamental Equity Research, AI in Finance, Career Development

Analyst Stack: Capstone project on a real Indian company

model, valuation, investment memo, pitch

Analyst Stack: Portfolio of 15 sector primers

Every primer covers industry structure, KPIs, regulation, competitive dynamics, key players, business models, valuation approaches, growth trends

Analyst Stack: Financial models built from scratch

3-statement integrated, DCF with scenario & sensitivity, comps, SOTP, industry-specific frameworks

Analyst Stack: AI in Finance integration

LLMs, prompt engineering, AI prompt library, sector-specific AI templates, AI workflow integration for portfolio research

Analyst Stack: Career Development toolkit

SSEI Analyst Stack Certification, resume templates, LinkedIn gameplan, networking playbook, interview questions library, customised finance job-search dashboard

Dual Credentialing

CFA Level 3 (final step to charter) + SSEI Analyst Stack Certification

Curriculum

2 topics.

Ethical and Professional Standards

Asset Allocation

Portfolio Construction

Performance Measurement

Derivatives and Risk Management

Portfolio Management Pathway

Note: SSEI's L3 curriculum aligns with the CFA Institute's official Common Core and Specialized Pathway structure.

Demo Videos

Sample the learning experience.

Watch these classroom recordings and walk-throughs to see our first-principles teaching style in action.

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CFA L3 Constructed Response Bootcamp Class 2 | Justify Questions, PE Secondaries & J-Curve Explained

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Before the Numbers, Know the Story | Class 1 is Live | Experience the Analyst Stack Edge

Faculty

Taught by Sanjay Saraf Sir & 23 Industry Practitioners.

CFA Level III teaches you how to make and defend portfolio decisions; Analyst Stack shows you how those decisions play out across real companies and markets. Sanjay Saraf Sir brings the depth of Level III, while Budhaditya Sir, Sumangal Sir, and other practitioners add the perspective of research, investing, sectors, and portfolio work.

See full faculty roster

FAQ

Questions before you enrol.

CFA L3 teaches portfolio theory and constraints; Analyst Stack teaches you to conduct the research that informs portfolio decisions. The combo creates institutional coherence: L3’s portfolio construction frameworks that are built on deep company and sector analysis. By the time you pass L3 and interview, you understand both portfolio-level thinking and company-level due diligence.