Certificate in Financial Analysis

The Certificate in Financial Analysis course offered by Equalifi is designed to provide a comprehensive foundation in financial analysis. This course begins with fundamental concepts, teaching participants how to proficiently use Excel for financial analysis, build financial statements, and employ essential financial analysis techniques such as ratio analysis, DuPont analysis, and SWOT analysis. Participants will gain insights into various financial instruments, financial regulations, and risk management strategies. As the course progresses, advanced topics such as equity valuation, portfolio management, and behavioral finance will be explored, equipping learners with the skills necessary for in-depth financial analysis and strategic decision-making. Additionally, the course introduces the foundations of financial markets, providing a well-rounded understanding of the financial landscape.

Benefits:

  • Excel for financial analysis
  • Build and analyze financial statements
  • Fundamental financial analysis techniques
  • Understand financial instruments, regulations, and risk management
  • Advanced skills in equity valuation, portfolio management, and behavioral finance
  • Comprehensive understanding of financial markets
  • Enhance strategic decision-making 
  • Certification credibility
  • Networking opportunities with industry professionals and peers.

Careers After Certificate in Currency and Commodities

  • Financial Analyst
  • Investment Analyst
  • Portfolio Manager
  • Risk Manager
  • Equity Research Analyst
  • Corporate Finance Analyst
  • Financial Consultant
  • Treasury Analyst
  • Compliance Officer
  • Behavioral Finance Specialist

Reference Books

  • Financial Statements And Analysis by M.S. Narasimhan
  • Introduction to Financial Analysis by Kenneth S. Bigel 
  • FINANCIAL ANALYSIS FOR MANAGEMENT DECISIONS by SARNGADHARAN, M. KUMAR, S. RAJITHA

Exam Details

Equalifi is offering the CIFA examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

CIFA Certification has only 1 exam which covers both Level 1 and Level 2 syllabus.

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Financial Analysis MCQ 2 Hrs 100 100 50 20%

 

Candidate Audit:

Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window

Fee Details:

Exam Fee: INR 1,770
*Fee mentioned is inclusive of GST. Exam fee is applicable for each attempt.

Exam Preparatory Material

You can access the course tutorial recordings and study material on the Equalifi Membership Portal.  Set up your free Equalifi Virtual Membership account here

 

Enquire for Exam