Banner

CFA Foundation Training

Get CFA Foundation ready with a globally trusted curriculum, adaptive AI learning, and expert-led instruction.

Bloomberg

How we help you with CFA Foundation

EduEdge Pro’s CFA Foundation Program blends expert-led training with AI-driven self-learning via BloombergPrep. Whether you prefer structured classroom sessions or flexible online learning, there's a plan for you.

  • Profile Building

    40 hours of in-class Training

  • Profile Building

    10 hours of Q&A, Doubt-solving

  • Profile Building

    Training by CFAcharter-holders

  • Profile Building

    Adaptive Learning through AI

  • Profile Building

    Personalized Study Pathways & Plans

  • Profile Building

    Powered by BloombergPrep

Who is this course for?

This CFA Foundation program is for you if you are a:

  • Students and early-career professionals wanting to master core finance concepts.
  • Aspiring CFA candidates.
  • Future investment management and financial analysis professionals.

This course is for you

Pie

Hundreds of students have already walked the CFA path with us, and succeeded.

Success Begins with Great Mentors

It is with great enthusiasm that we introduce our CFA Foundation Course, designed to build a strong groundwork in core finance concepts for aspiring professionals. This program serves as the ideal stepping stone towards the CFA journey, helping participants gain clarity on fundamental topics such as ethics, quantitative methods, economics, and financial reporting. By combining expert-led instruction with structured learning resources, the course ensures a solid conceptual base and enhanced confidence before progressing to the CFA Level 1 examination.

Professor. Harjeet A Singh

Founder & CEO | Eduedge Pro
Stanford University Alumnus |
CFA, FRM, CAIA, PRM, CMT |
Visiting Faculty - IIM

Meet Your Mentor
  • 15+ years in Global Markets
  • MS in Financial Mathematics, Stanford University
  • Former Consultant – Ministry of Finance, Govt. of India
  • Trained over 25,000 students worldwide
Mentor

Your Complete CFA toolkit

Bloomberg

Learning tools:

  • BloombergPrep CFA Essentials package.
  • AI-driven platform for personalized, adaptive learning.
  • Optimized for efficient CFA exam preparation.
Bloomberg

Classroom training:

  • 40 hours of on-campus, synchronous classroom training.
  • 20 hours of doubt-clearing and revision sessions.
  • Comprehensive in-person learning experience.
Bloomberg

Exam practice:

  • 7 full-length mock tests with real exam simulations.
  • 1,000+ practice questions in the question bank.
  • Exam-focused preparation to build confidence and accuracy.

120+ hours of Self-paced
Learning plan

Learning Plan

Learning App Access

Get full access to BloombergPrep CFA learning app.

Learning Plan

Personalized Study Plans

AI-driven adaptive learning for personalized study plans.

Learning Plan

Adaptive Learning Technology

Utilizes AI to tailor study plans based on your performance, focusing on areas that need improvement.

Learning Plan

Micro lessons and Practice Questions

Access to micro lessons and 1000+ exam-style practice questions.

Framework

50+ hours of live training plan

Online Perp
  • Tick icon

    Instructor-Led Sessions

    Expert-led discussions on key concepts tested on the CFA Exam. Sessions by CFA Charter-holders.

  • Tick icon

    Financial Modelling with Excel for Financial Analysis

    Application of theories in the Industry with hands-on examples and Excel models and templates.

  • Tick icon

    Mock Exams & Performance Analysis

    Timed assessments with detailed reviews.

  • Tick icon

    Doubt-Solving Sessions

    Dedicated Q&A segments to clarify concepts

Summary Table

Introduction to the CFA foundations Program & Ethics in Finance

Duration

3 Hours

Basics of Quantitative Methods

Duration

5 Hours

Fundamentals of Economics

Duration

4 Hours

Introduction to Financial Reporting & Analysis

Duration

5 Hours

Principles of Corporate Finance

Duration

4 Hours

Equity & Fixed Income Basics

Duration

7 Hours

Derivatives & Alternative Investments

Duration

6 Hours

Portfolio Management Concepts

Duration

6 Hours

Live Modules and Topic Coverage

Live Training Plan (I)

Ethical and Professional Standards (15%)

Session 1:Introduction to CFA Program & Financial Industry Basics

  • Overview of the CFA Program structure (Foundation → Level I → Level III) Global recognition of CFA charter and career opportunities in investment management
  • Introduction to financial markets, asset classes, and investment roles
  • Key CFA exam requirements, study approach, and success strategies

Session 2: Ethics in Investment Profession

  • Importance of ethics in finance and investment decision-making
  • CFA Institute Code of Ethics and Standards of Professional Conduct (overview)
  • Ethical dilemmas in financial markets – case study discussions
  • Practical scenarios on integrity, professionalism, and fiduciary duty

Quantitative Methods (10%)

Session 3: Quantitative Methods – Basics I

  • Time Value of Money (TVM) – concepts and applications
  • Simple vs. compound interest, annuities, perpetuities
  • Present value and future value calculations
  • Practical exercises using TVM formulas

Session 4: Quantitative Methods – Basics II

  • Descriptive statistics (mean, median, variance, standard deviation)
  • Probability concepts and rules
  • Normal distribution and its relevance in finance
  • Introduction to hypothesis testing and sampling basics

Live Training Plan (II)

Economics (10%)

Session 5: Economics – Microeconomics Essentials

  • Demand and supply, equilibrium, and elasticity
  • Types of market structures (perfect competition, monopoly, oligopoly)
  • Cost curves and pricing strategies
  • Case examples on market behavior

Session 6: Economics – Macroeconomics Essentials

  • GDP, inflation, unemployment, and business cycles
  • Monetary policy vs. fiscal policy
  • Interest rates and their impact on investment decisions
  • Exchange rates and international trade basics

Financial Reporting & Analysis (15%)

Session 7: Financial Reporting & Analysis – Part I

  • Introduction to financial statements: balance sheet, income statement, cash flow
  • Accounting principles and standards (IFRS/GAAP overview)
  • Revenue recognition and expense matching
  • Common-size analysis and vertical/horizontal analysis

Session 8: Financial Reporting & Analysis – Part II

  • Financial ratios (profitability, liquidity, solvency, efficiency)
  • Cash flow analysis (operating, investing, financing flows)
  • Earnings quality and red flags in financial reporting
  • Hands-on practice with sample company financial statements

Corporate Finance (10%)

Session 9: Corporate Finance

  • Introduction to corporate governance
  • Cost of capital (WACC basics)
  • Capital budgeting techniques (NPV, IRR, Payback)
  • Risk and return concepts – CAPM introduction

Session 10: Investments & Portfolio Management

  • Understand the fundamentals of equity, fixed income, derivatives, and alternative investments.
  • Learn key portfolio construction principles, including diversification and the risk–return trade-off.
  • Explore performance measurement tools such as Sharpe ratio, alpha, and beta.
  • Apply concepts through an integrated case study and receive a roadmap for CFA Level 1 preparation.

From Classroom to Top Corporates

Investment Banks

  • Goldman Sachs

  • J.P. Morgan

  • Morgan Stanley

  • Barclays

Asset Management Firms

  • BlackRock

  • Fidelity Investments

  • T. Rowe Price

  • Invesco

Commercial Banks

  • Citibank

  • Bank of America

  • Standard Chartered

  • ICICI Bank

Consulting & Big 4 Firms

  • McKinsey & Company

  • Bain & Company

  • Deloitte

  • PwC

Private Equity & Venture Capital

  • Blackstone

  • Carlyle Group

  • Sequoia Capital

  • Accel

Wealth & Portfolio Management Firms

  • Charles Schwab

  • Raymond James

  • Motilal Oswal

  • IIFL Wealth

FinTech & Financial Services

  • Bloomberg

  • Refinitiv

  • Morningstar

  • Zerodha

Other Global Employers

  • RBI

  • SEBI

  • CRISIL

  • MSCI

Pick Your CFA Prep Plan

Live Training

Live Training with Bloomberg Prep access

Key Features:

  • 50+ hours of Classroom/Online learning and expert instruction
  • 120+ hours of AI-driven learning through BloombergPrep CFA app
  • Additional doubt-clearing sessions Financial modelling with Excel included
  • Revision classes
  • 1000+ practice questions
  • 5 full length Mock tests

INR60,000 + GST

Live Training

Live Training with Bloomberg Prep access

Key Features:

  • 50+ hours of Classroom/Online learning and expert instruction
  • Additional doubt-clearing sessions Financial modelling with Excel included
  • Revision classes
  • 1000+ practice questions
  • 5 full length Mock tests

INR40,000 + GST

Our Success Stories

Testimonial

Batul Shaikh

The EDUEEDGE CFA Foundation course was a highly valuable introduction to finance and investments. The curriculum was well-structured, making complex concepts in ethics, quantitative methods, financial markets, and investment fundamentals easy to understand. The trainers explained topics with clarity and practical insights, which boosted my confidence and strengthened my overall understanding. The course gave me a strong foundation for my CFA journey and equipped me with the essential skills to progress in the field of finance.

Testimonial

Kashish Kothari

The EDUEEDGE CFA Foundation course was a great beginning to my finance journey. The structured curriculum and simplified teaching made even complex topics easy to understand. Interactive lessons, practical examples, and regular practice helped me build a strong base in ethics, quantitative methods, financial markets, and investment principles. The faculty were supportive, knowledgeable, and always clarified doubts with real-world insights. This course boosted my confidence and gave me a clear direction to continue on the CFA path.

Testimonial

Parth Dani

My experience with the EDUEEDGE CFA Foundation course was exceptional. The program blended essential financial concepts with practical, real-world applications, helping me build a strong base in ethics, quantitative methods, financial markets, and investment fundamentals. The trainers were knowledgeable, supportive, and explained every concept with industry context. Overall, the course strengthened my understanding of finance and boosted my confidence to progress further in the investment field.

Infra

Lay the groundwork today to set your child up for Ivy League-level success.

Begin Your Prep Now