CFA Level 3 + Financial Modeling & Valuation

Overview

Turn CFA Depth into Applied Finance Skills

CFA Level 3 helps you build strong understanding of portfolio management, wealth planning, ethics, and case-based decision making. Financial Modeling & Valuation helps you apply that learning to real companies through Excel-based analysis, forecasting, valuation, and practical case studies. This combo is useful because it connects the final stage of CFA preparation with hands-on finance skills, helping you prepare for the exam while also building confidence for portfolio, research, and investment roles.

CFA L3: 200 hours of core conceptual video lectures

Build a strong foundation with comprehensive, concept-focused video lessons

CFA L3: Live online classes + Pre-Recorded Content

Learn through a flexible blend of live interactive sessions and on-demand lectures

Doubt solving through sir's Telegram

direct faculty access, no helpdesk gatekeeping

CFA L3: Portfolio management case studies

Learn investment strategies by analyzing practical portfolio management scenarios

Financial Modeling: 25 structured sessions

Gain practical financial modeling expertise through a step-by-step, industry-aligned curriculum

Financial Modeling: 5 Indian company case studies

Apply your knowledge to real businesses through hands-on financial analysis

Financial Modeling: Institutional-grade models

Build professional-quality models using AI-integrated workflows and industry best practices

Financial Modeling: Capstone project

Demonstrate your skills through real-world projects evaluated by experienced mentors

Financial Modeling: Interview-ready project portfolio

Graduate with a portfolio of practical projects that showcases your skills to recruiters and employers

Financial Modeling: 12 months FM sessions access

Continue learning and refining your skills with one year of Financial Modeling session access

Curriculum

2 topics.

Ethical and Professional Standards

Asset Allocation

Portfolio Construction

Performance Measurement

Derivatives and Risk Management

Portfolio Management Pathway

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

Faculty

Taught by Sanjay Saraf Sir & Expert Faculty .

The CFA Level 3 + Financial Modeling & Valuation combo brings together Sanjay Saraf Sir’s CFA Level 3 teaching with FMV faculty Sanjay Saraf Sir, Budhaditya Debnath, Sumangal Pugalia, and Saurabh Kumar. Together, they combine portfolio management expertise with practical experience in valuation, equity research, investment analysis, consulting, and real company modeling.

See full faculty roster

FAQ

Questions before you enrol.

CFA L3 is fundamentally different: it shifts focus from security analysis (L1, L2) to portfolio management and wealth planning. Passing rate is similar to L2 (45-50%).