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.
Watch these classroom recordings and walk-throughs to see our first-principles teaching style in action.
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.
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%).
This package includes
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