CFA® Program with Akshat Gokharu

Learn today, lead tomorrow.

Live online classes for Levels I, II and III, taught by a charterholder. Concepts built from the ground up, exam strategy that holds under time pressure, and a study plan you can actually keep to.

Taught by Akshat Gokharu. Seven years of teaching the CFA Program curriculum across all three levels, with batches capped at 12.

12
students per batch

Small batches, by design

I cap every batch at 12 students, no exceptions. That means real personal attention, doubts cleared in the same session rather than a week later, and nobody drifting quietly through an entire level without ever asking a question.

There is a reason for the cap beyond comfort. My MBA is from SPJIMR, Mumbai, one of India’s most selective business schools, and it shaped how I teach: case-based, argued out loud, worked through real situations rather than recited from a textbook. That is how top B-schools train decision-makers, and it only works when the room is small enough for everyone to be in the discussion.

Once a batch is full, enrolment closes until the next one opens.

Ask about the next batch

What the CFA Program actually is

The Chartered Financial Analyst (CFA) Program is a global, graduate-level credential offered by CFA Institute, widely regarded as the gold standard in investment management. It builds deep expertise across equity and fixed income analysis, corporate finance, portfolio management, financial reporting, economics and ethics.

The curriculum is written and continuously updated by working investment professionals, which keeps it close to how the industry actually operates. Earning the charter requires passing all three exam levels and completing 4,000 hours of qualified work experience over a minimum of three years.

Why people take it on

Global recognition

Respected by employers across investment banking, asset management, equity research and wealth management, in every major market.

Career acceleration

Opens doors into research, portfolio management, private equity and corporate finance, including for people switching in from other fields.

Cost against outcome

One of the more cost-effective credentials in finance when set against an MBA, with a curriculum written by practitioners rather than academics.

Depth of skill

Goes past theory into valuation, analysis and ethical judgement, the work analysts do on an ordinary Tuesday.

Three levels, three different exams

Each level builds on the one before it, moving from foundational knowledge, to real-world application, to portfolio-level decision-making. The approach that works for one level will not necessarily work for the next, which is exactly why the teaching strategy shifts at each stage.

I

Foundation

Knowledge and comprehension

Investment tools and core concepts across every major topic: accounting, economics, quantitative methods and ethics. Tested through multiple-choice questions.

Format
Multiple-choice questions only, three options each
Questions
180, split evenly across two sessions
Duration
4 hours 30 minutes, two sessions with a break
Sittings
Four a year: February, May, August, November
II

Application

Analysis in context

Goes deeper into asset valuation and tests whether you can apply concepts to real situations, through item-set questions built on case vignettes.

Format
Item sets: a short case vignette followed by multiple-choice questions
Questions
88 questions across 22 item sets, four per vignette
Duration
About 4 hours 24 minutes, two sessions with a break
Sittings
Three a year: May, August, November. No February sitting
III

Synthesis

Judgement and portfolio thinking

Portfolio management and wealth planning. Tests whether you can hold the whole curriculum together and turn it into investment decisions, through essay and item-set questions.

Format
A mix of constructed-response (essay) questions and item sets
Duration
About 4 hours 24 minutes, two sessions with a break
Sittings
Twice a year: February and August only

From Level III, you also choose one elective pathway to specialise in:

  • Portfolio Management for traditional asset and investment management roles
  • Private Wealth for anyone working with individual and HNI clients
  • Private Markets for private equity, venture capital and alternatives

About Akshat

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I am a CFA charterholder with over seven years of experience teaching the CFA Program curriculum.

My approach is built around conceptual clarity first and exam strategy second, so that you finish the programme genuinely ready for the work, not just for the paper. Over the years I have taught candidates across all three levels, combining a structured teaching plan with context from the investment industry.

Beyond the charter, my academic and professional background gives students a practitioner’s lens on the material. I hold a B.Tech and MBA Tech from NMIMS, followed by an MBA in Finance from SPJIMR, Mumbai. I then spent over three years at American Express in Credit and Fraud Risk, applying many of the same analytical and risk-assessment frameworks the CFA Program curriculum teaches to real portfolios and real decisions.

That means I am not only teaching theory. I can show you how these concepts play out inside an actual finance role, which is the kind of judgement employers are looking for.

Classes are live and online, with session plans set in advance and Q&A support between sessions. Every batch is capped at 12 students.

Sit in on a class before you commit

This Sunday, 12:00 PM IST

A full session, not a sales pitch: a concept taught end to end, how the sessions are structured, and live Q&A. Free, and nothing to sign up for.

Where the charter can take you

Charterholders work across the buy side, the sell side and corporate finance. Common destinations:

  • Equity research analyst
  • Portfolio manager
  • Investment banking analyst
  • Wealth and relationship management
  • Risk analyst
  • Corporate finance and FP&A

Whether you are starting out in finance or moving across from another field, the charter adds credibility and depth that is hard to signal any other way.

Questions people ask first

Who are these classes for?

Anyone preparing for CFA Level I, II or III, whether you are already working in finance, still studying, or moving into investment and research roles from another field.

Do I need a finance background?

No. The sessions build concepts from the ground up and are structured to work for both finance and non-finance backgrounds. What matters more is the time you can commit each week.

How are the classes conducted?

Live online sessions with a session plan set in advance and Q&A support. Batch timings and the current schedule are best discussed directly on WhatsApp.

Is study material or mock testing included?

Yes. Structured study material and regular mock tests are included as part of the course, so you get consistent practice alongside the concept teaching.