Finance Exam Syllabuses

CFA Institute's globally recognized investment and finance credential with three levels, widely pursued in India.

GARP's Financial Risk Manager certification (Part I and II) focused on risk management and quantitative finance.

National Institute of Securities Markets certifications mandated by SEBI for capital market and mutual fund professionals.

Personal financial-planning certification from the CFP Board covering investments, retirement, tax, and estate planning.

Credential from the CAIA Association focused on hedge funds, private equity, real assets, and alternative investments.

Globally recognized investment-management credential from the CFA Institute, earned via three exam levels (I, II, III).

Advanced financial-planning designation from The American College of Financial Services.

Insurance and estate-planning designation from The American College of Financial Services for life insurance professionals.

Risk-management credential from the Global Association of Risk Professionals (GARP) earned via two exam parts.

FINRA licensing exams (Securities Industry Essentials and Series 7 General Securities Representative) required to sell securities in the US.

Professional treasury, corporate finance and risk management qualifications for treasurers and finance professionals.

UK professional banking qualifications and Chartered Banker status for retail, commercial and professional bankers.

UK professional body offering exams for wealth management, securities, investment and financial planning practitioners.

Professional exams for insurance and financial advice practitioners, including the Diploma and Chartered Financial Planner status.

The UK actuarial professional examinations leading to Fellowship (FIA) for actuaries in insurance, pensions and risk.

CFA UK benchmark entry-level qualification for those working in UK investment management and portfolio roles.

Banking, finance and mortgage advice qualifications (e.g. CeMAP) for finance and lending professionals.