Pick where you want to start.
55 courses across four layers — from financial literacy to CFA Level 3. Everything free during Phase 1.
Financial Literacy
The foundation. Money basics, taxation, insurance hygiene, fraud-detection — the vocabulary every Indian household should have.
Money basics — vocabulary in plain language
Eight words that gatekeep almost every financial conversation in India — interest, inflation, yield, real vs nominal, risk-free rate, liquidity, EMI, time-value of money. Plain Indian English, with worked examples.
How SIP and compounding actually work
Forget the marketing slogans. Understand why ₹500 a month for 30 years can become ₹17 lakh — and where most people get the math wrong.
Why 12% is an assumption, not a promise
Where does the famous 12% Indian equity return come from? When has it actually shown up? And why do honest financial planners refuse to plan with it? A patient walk through the data.
Spotting financial frauds in India
Ponzi schemes, fake brokers, UPI scams, "guaranteed return" traps, social-media pump-and-dump — the five faces of Indian financial fraud, the smell test that flags them, and what to do if you have already been hit.
Term and health insurance — the bare essentials
How much insurance you actually need, why insurance and investment should never be combined, what the riders mean, and the questions to ask before you buy any policy.
Banking, credit, and EMIs
How banks really make money, what your credit score does, and how to read an EMI table without being fooled by the marketing.
Filing ITR-1 — step by step
A salaried person's walk-through of ITR-1, with screenshots and worked examples. The annual ritual, demystified.
NISM Certifications
NISM examinations open doors into the Indian financial services industry. We cover the high-demand tracks with practitioner depth.
NISM Series 5A — Mutual Fund Distributors
The foundational certification for anyone advising on or distributing mutual funds in India. Highest demand, fastest path to a career in financial services.
NISM Series 22 — Mutual Fund Foundation
A simpler entry point to mutual fund advisory — covers the basics for those new to the industry.
NISM Series 8 — Equity Derivatives
Futures, options, and the equity derivatives market — required for anyone working as an approved user or sales person on the equity derivatives segment.
NISM Series 7 — Securities Operations & Risk Management
Back-office, risk, settlement, and operations across capital markets — the backbone of a securities career.
NISM Series 10A — Investment Adviser Level 1
The first half of the SEBI-mandated qualification for registered investment advisers.
NISM Series 10B — Investment Adviser Level 2
The second half — case-driven, focused on real client scenarios and portfolio construction.
NISM Series 21A — Portfolio Manager
For PMS principal officers, fund managers, and analysts working in SEBI-registered Portfolio Management Services.
NISM Series 17 — Retirement Adviser
PFRDA-mandated certification for those advising on the National Pension System (NPS) and retirement planning.
Industry Domain Mastery
Practitioner-grade coverage of mutual funds, equity, fixed income, taxation, retirement, behavioural finance — for the working professional.
Equity & Derivatives
(1 course)Retirement & Estate
(1 course)Professional Certifications
Full coverage of CFP (FPSB India) and CFA Levels 1, 2, and 3 — the gold-standard global qualifications, taught for understanding rather than memorisation.
CFP® (FPSB India)
(5 courses)CFP® Module 1 — Investment Planning Specialist
FPSB India's foundation — investment vehicles, asset allocation, portfolio construction, performance measurement. The first specialist module on the path to CFP certification.
CFP® Module 2 — Retirement & Tax Planning Specialist
Retirement planning and Indian taxation in depth — NPS, EPF, annuities, capital gains, deductions, and the case-driven planning that CFP candidates must master.
CFP® Module 3 — Risk Management & Insurance Specialist
Identifying risk, sizing protection, structuring life and non-life cover, and the integration of insurance into a household financial plan.
CFP® Module 4 — Estate Planning Specialist
Wills, trusts, succession laws across faiths, intestate distribution, gift planning, and the complex inter-generational structures that high-net-worth Indian families need.
CFP® Module 5 — Integrated Financial Planning (Capstone)
The capstone case-study module. A complete financial plan from cash-flow analysis to estate transfer, integrating every prior specialist domain. Required for full CFP® certification.
CFA® Level 1
(10 courses)CFA® L1 — Quantitative Methods
Time-value of money, statistics, probability, hypothesis testing, regression. The mathematical scaffolding under everything else in the curriculum.
CFA® L1 — Economics
Micro and macro foundations, exchange rates, monetary and fiscal policy, business cycles — the global lens through which CFA candidates think about markets.
CFA® L1 — Financial Statement Analysis
Reading balance sheets, income statements, and cash flows the way analysts do. The most exam-weighted topic in Level 1.
CFA® L1 — Corporate Issuers
Capital structure, working capital, dividend policy, ESG, and the corporate-finance fundamentals every analyst is expected to know cold.
CFA® L1 — Equity Investments
Markets, indices, equity valuation, industry analysis. The introduction to equity investing that L2 builds heavily on.
CFA® L1 — Fixed Income
Bond pricing, yield, duration, convexity, credit risk, securitised products. Where most candidates struggle, and why.
CFA® L1 — Derivatives
Forwards, futures, options, swaps — the mechanics, the pricing intuition, and the hedging applications.
CFA® L1 — Alternative Investments
Private equity, hedge funds, real estate, infrastructure, commodities — the asset classes that sit outside the equity/bond default.
CFA® L1 — Portfolio Management
Modern portfolio theory, the IPS, asset allocation basics, behavioural biases. The introduction to thinking like a portfolio manager.
CFA® L1 — Ethical & Professional Standards
The Code and Standards. Disproportionately exam-weighted relative to its content, and the reason candidates fail when they shouldn't.
CFA® Level 2
(10 courses)CFA® L2 — Quantitative Methods
Multiple regression, time-series, machine-learning fundamentals, big-data techniques. Quant that actually shows up in research roles.
CFA® L2 — Economics
Currency exchange rates, economic growth models, regulation, sustainable investing — economics applied to investment decisions.
CFA® L2 — Financial Statement Analysis
Inter-corporate investments, business combinations, employee compensation, multinational operations, quality of financial reports — where the heavy lifting begins.
CFA® L2 — Corporate Issuers
Capital structure decisions, ESG analysis, M&A and corporate restructuring at the depth analysts need.
CFA® L2 — Equity Investments
Equity valuation models — DDM, FCFE, residual income, market-based — applied to actual companies. Item-set heavy.
CFA® L2 — Fixed Income
Term structure, arbitrage-free valuation, MBS, structured products, credit modelling. The bond curriculum at a serious depth.
CFA® L2 — Derivatives
Pricing forwards and futures, swap valuation, option pricing (binomial and Black-Scholes), and the use of derivatives in portfolio management.
CFA® L2 — Alternative Investments
PE valuation, hedge fund strategies, real estate analysis, commodities, infrastructure — at the depth needed to evaluate these for client portfolios.
CFA® L2 — Portfolio Management
Active portfolio management, factor models, ETFs, risk management. The bridge to the Level 3 portfolio focus.
CFA® L2 — Ethical & Professional Standards
Same Code and Standards, applied to denser case scenarios. Research Objectivity, Soft Dollars, and the GIPS Standards.
CFA® Level 3
(10 courses)CFA® L3 — Asset Allocation
Strategic and tactical asset allocation, capital-market expectations, the IPS, currency management. Heavy in the L3 essay paper.
CFA® L3 — Portfolio Construction
Active vs passive choice, factor investing, manager selection, ETF use, taxes, and the mechanics of building and rebalancing a real portfolio.
CFA® L3 — Performance Measurement
Attribution, benchmarking, risk-adjusted returns, the GIPS Standards. Measuring what a manager actually delivered.
CFA® L3 — Derivatives & Risk Management
Hedging equity, currency, and rate risk; managing portfolios with futures, options, and swaps; tail-risk hedging strategies.
CFA® L3 — Fixed Income Portfolio Management
Liability-driven investing, immunisation, yield-curve strategies, credit strategies — fixed income from the portfolio manager's seat.
CFA® L3 — Equity Portfolio Management
Active equity styles, fundamental vs quantitative, sector rotation, long-short, market-neutral. Building equity portfolios that survive contact with reality.
CFA® L3 — Alternative Investments Portfolio Management
Allocating to PE, hedge funds, real assets — sizing, risk, illiquidity premium, and the realities of due diligence at a portfolio level.
CFA® L3 — Private Wealth Management
High-net-worth client planning — tax-efficient investing, estate planning, concentrated positions, family-office structures.
CFA® L3 — Institutional Portfolio Management
Pension funds, endowments, foundations, insurance company portfolios — different objectives, constraints, and time horizons.
CFA® L3 — Trading, Performance Evaluation & Manager Selection
Execution costs and trade strategy, manager search and selection, ongoing monitoring, attribution at the institutional level.
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