★ 4.8/5

CFA Level 3 + Financial Modeling & Valuation

●Sanjay Saraf Sir & Expert Faculty ●Live Online + Recorded

Request a Callback

Get expert guidance on your CFA Level 3 + Financial Modeling & Valuation journey from our counselors.

Overview

Turn CFA Depth into Applied Finance Skills

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.

1

CFA L3: 200 hours of core conceptual video lectures

Build a strong foundation with comprehensive, concept-focused video lessons

2

CFA L3: Live online classes + Pre-Recorded Content

Learn through a flexible blend of live interactive sessions and on-demand lectures

3

Doubt solving through sir's Telegram

direct faculty access, no helpdesk gatekeeping

4

CFA L3: Portfolio management case studies

Learn investment strategies by analyzing practical portfolio management scenarios

5

Financial Modeling: 25 structured sessions

Gain practical financial modeling expertise through a step-by-step, industry-aligned curriculum

6

Financial Modeling: 5 Indian company case studies

Apply your knowledge to real businesses through hands-on financial analysis

7

Financial Modeling: Institutional-grade models

Build professional-quality models using AI-integrated workflows and industry best practices

8

Financial Modeling: Capstone project

Demonstrate your skills through real-world projects evaluated by experienced mentors

9

Financial Modeling: Interview-ready project portfolio

Graduate with a portfolio of practical projects that showcases your skills to recruiters and employers

10

Financial Modeling: 12 months FM sessions access

Continue learning and refining your skills with one year of Financial Modeling session access

Curriculum

2 topics.

Ethical and Professional Standards
Asset Allocation
Portfolio Construction
Performance Measurement
Derivatives and Risk Management
Portfolio Management Pathway
Demo Videos

Sample the learning experience.

Watch these classroom recordings and walk-throughs to see our first-principles teaching style in action.

CFA L3 Constructed Response Bootcamp Class 2 | Justify Questions, PE Secondaries & J-Curve Explained
▶

CFA L3 Constructed Response Bootcamp Class 2 | Justify Questions, PE Secondaries & J-Curve Explained

Breaking Into the Buy-Side: What Fund Managers Really Want | Straight from Fund Managers
▶

Breaking Into the Buy-Side: What Fund Managers Really Want | Straight from Fund Managers

Faculty

Taught by Sanjay Saraf Sir & Expert Faculty .

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 Institute · Fees & calendar

Everything you pay CFA Institute. Every deadline they set.

This timeline is pulled directly from CFA Institute's official Dates & Fees page. Fees are paid to CFA Institute and are independent of any SSEI programme fee.

Early registration
USD1,240
Level 3 per attempt. Register before the Early Registration deadline.
Standard registration
USD1,590
Level 3 per attempt. Applies after the Early deadline up to the Standard deadline.
Access Scholarship
USD~350
Reduced fee if awarded by CFA Institute. Apply before the scholarship deadline on the CFA portal.
Rescheduling fee
USD250
If you change your scheduled exam appointment within the testing window.
CFA Institute Access Scholarship
reduces the exam registration fee to USD 350 (instead of USD 1,240 early / USD 1,590 standard)
Up to USD 1,240saved per level
CFA Institute deadline
Exam window
5 May2026
CFA Institute

Registration opened

CFA Institute opened registration for the February 2027 Level III sitting. Register early to lock in the lower fee.

25 May2026
CFA Institute

Access Scholarship deadline (passed)

Scholarship application window closed. If awarded, exam fee reduced to USD 350. Apply for the next window instead.

7 Jul2026
CFA Institute

Early Registration deadline (passed)

Last day to register Level III at the early rate of USD 1,240. Standard rate of USD 1,590 applies from 9 Jul 2026.

26 Sep2026
CFA Institute

Invoice Payment deadline

Last date to pay your registration invoice. If payment is not received by this date, your registration will be cancelled.

5 Nov2026
CFA Institute

Standard Registration deadline

Final date to register Level III at USD 1,590. No late-registration window after this.

10 Nov2026
CFA Institute

Scheduling deadline

Last date to book your Prometric/Pearson VUE Level III exam slot.

11 Nov2026
CFA Institute

Disability Accommodations Request deadline

Last date to request special exam arrangements for eligible candidates with disabilities.

7 Feb2027
CFA Institute

Reschedule deadline

Last day to change your exam appointment. USD 250 rescheduling fee applies.

18-21 Feb2027
Exam

CFA Exam Window

Official computer-based testing window for Level III at a Prometric/Pearson VUE centre.

~Apr2027
CFA Institute

Results released

Pass/fail results and percentile decile band released within 8–9 weeks of the window close.

Source: All fees and dates above are published by CFA Institute on cfainstitute.org. Indicative dates - confirm exact dates on the CFA Institute candidate portal. Fees are in USD and paid directly to CFA Institute.
FAQ

Questions before you enrol.

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%).

Enrol in Aug 2027

Limited time offer
₹60,000₹64,000Save 6%
(Price inclusive of GST)

This package includes

  • 1.5× Course Hours (i.e., 1.5 Times Views of the recorded content)
  • 200 hours of core conceptual video lectures (including specialized pathways)
  • 25 structured Financial Modeling sessions
  • Doubt resolution via QForum
  • Live Online + Recorded for flexible review

Have a coupon or referral code? Apply at checkout.

₹60,000₹64,000

CFA Level 3 + Financial Modeling & Valuation (Inclusive of GST)

Enroll →

You might also like