CFA (US) LEVEL 1 Coaching | All Subjects | 100% Money Back on Non Clearance

3-month Weekend Classroom

Program
Classroom Workshop Timing:
9:00 am – 1:00 pm (Gurgaon)
3:30 pm – 7:30 pm (Delhi)
~ 120 Hours of HD quality online
videos covering entire course

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 Pass Guarantee or 100% REFUND of FEE*

OR

100% Success 100% FEE REFUND

* Available in both Online and Classroom Program

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 Online Program Details

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 CONTENT PREMIUM STANDARD BASIC
HD Video Content ( ~ 120 hours) ✓ ✓ ✓
Summarised Colourful Hand notes ✓ ✓ ✓
Revision Videos ( ~ 12 Hours) ✓ ✓ ✓
Doubt Sessions via WhatsApp / Skype/Call/ Face to face in ✓ ✓ ✓
our office
Video content Language ((Hindi +English) or English)) ✓ ✓ ✓
Money Back if not able to clear CFA level 1* ✓
Video access till clearing CFA Level 1 ✓ ✓ ✓
Videos covering CFA curriculum questions ✓ ✓
Original Wiley Curriculum ✓
Question Bank of 5,000 Questions ✓
2 Mock Tests* ✓
Adaptive Exam Planner ✓
Summarised formula sheet ✓
Total Cost** ₹ 30,000 ₹ 20,000 ₹ 16,000
*Only if you clear 2 mock tests. GST Levied on fee @ 18% is non refundable
** GST Inclusive

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 Classroom Program Details

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 FEE STRUCTURE AND
COURSE DETAILS

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About the course
25 Classes (3 Months)
Sat-Sun : 9:00 am to 1:00 pm | 3:30 pm – 7:30 pm
Duration
12.5 Weekends
No of hours of training
~100 Hours of Classroom teaching
Saturday – Sunday
Time Duration
INR 22,000+Applicable Taxes**
Fees* Gurgaon: 9 am to 1 pm
Delhi: 3:30 pm to 7:30 pm

• PLEASE NOTE THAT ENTIRE FEE OF Rs 22,000/- IS REFUNDABLE IN CASE THE

STUDENT FAILS TO CLEAR CFA LEVEL 1 EXAM . For Details, Refer Next Slide
** GST is not refundable

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 Probable Question About Fee Refund in Your Mind
What are the terms of fee refund?
What if we give the test which is
completely out of syllabus?
91-9953729651 011-61273818
Both the TWO conditions BELOW need to be
met
 Candidates need to attend at least 23 out of the 25
classes of the workshop
 Candidates need to obtain at least 70% marks in 5
out of the 6 Mock tests to be given in class
assignments.
• All the tests to be given to candidates will be
strictly designed on CFA exam pattern
• If candidates prove that less than 90% of the
questions in the mock tests were covered in the
workshop, TWSS will accept the students as
having passed the Mock Tests.
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 Probable Question About Fee Refund in Your Mind

The only reason TWSS has an audacity to provide a

100% Money Back guarantee to the candidates in
case candidates are not able to clear the tests is the
QUALITY of training being imparted

A lot of internal R&D has gone into designing and

devising a curriculum that will ensure success
What if I am not able to attend the
workshop completely because of Attending the classes and clearing the test with a
office engagements/other reasons ? minimum of 70% marks in mock exam is a MUST

The entire thought process is based on the premise

and assumption that candidate and TWSS have a
common goal, of ensuring that candidates clear the
CFA Level 1 EXAM. TWSS expects candidates to put
in as much effort on themselves as much as TWSS
will be putting onto them

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 Course Curriculum
Level I coaching includes the following as part of the
curriculum:

Ethics and Professional Economics,

Standards Financial Reporting and Analysis

Quantitative Standards Portfolio Management

Equity Investments Fixed Income

Derivative Alternative Investments

Corporate Finance

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 Day Wise Break Up(1/2)
Day* Subject*
Day 1 Building Blocks ( It’s a primer for Non-finance background candidates)
Day 2 Corporate Finance
Day 3 Corporate Finance
Day 4 Financial Reporting & Analysis
Day 5 Financial Reporting & Analysis
Day 6 Financial Reporting & Analysis
Day 7 Financial Reporting & Analysis
Day 8 Equity Investments
Day 9 Equity Investments
Day 10 Equity Investments
Day 11 Fixed Income
Day 12 Fixed Income
Day 13 Fixed Income
Day 14 Fixed Income
Day 15 Derivative
Day 16 Derivative

* Subject to slight variation depending upon batch speed

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 Day Wise Break Up(2/2)
Day* Subject*
Day 17 Alternative Investments
Day 18 Ethics
Day 19 Quantitative Methods
Day 20 Quantitative Methods
Day 21 Quantitative Methods
Day 22 Portfolio Management
Day 23 Portfolio Management
Day 24 Economics
Day 25 Economics
Day 26 Economics
Day 27 Economics

* Subject to slight variation depending upon batch speed

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 Why CFA?
Employers recognize the CFA charter as the definitive standard by which to
Career
measure the competence, integrity, and dedication of serious investment
Advantage professionals

With a six-decade history of maintaining a rigorous focus on globally

Global relevant investment knowledge, the CFA Program is the most widely known
recognition and respected investment credential in the world. CFA Program curriculum
reflects modern industry practice

The CFA Program curriculum focuses on the practical knowledge and current
Practical Skills real-world skills necessary in the global investment management profession.
These skills are immediately useful on the job

The CFA charterholders are in huge demand. The top 10 global employers
Employer being, JP Morgan Chase, Morgan Stanley, Smith Barney, HSBC, BofA, UBS
Demand , RBC ,Wells Fargo , BlackRock ,Citigroup.

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Why TWSS for CFA Training?
• Among the finance professionals, the name “TWSS” is synonymous to
commitment, quality and trust.
Trust
• With more than 150 satisfied batches of financial modeling and valuation, 7000
plus certified professionals trainings and a team of experienced professionals,
you know your future is in right and hands
• TWSS believes in hand crafting the notes as per class discussion and
pedagogy Our core training is based on making you understand the nuances of
concepts so there is no room for faltering
Pedagogy
• TWSS has been in Finance training for 8 Years and foraying into CFA
Training after a lot of Research and Development internally
• We are starting once we are confident we will be able to replicate the success
of our current program in CFA Field as well

• At TWSS, We have experienced faculties who are there to guide you on a full
time basis
Full time Faculty • We do not believe in ad hoc arrangements for faculties. We believe the
connect with students is establishes once students know we are there for you
always
• Regardless of how many times , a candidate reads & re-reads ( & re-reads)
the textbooks, your probability of passing does not increase.
Tests • Rather, you need to take as many test as possible ( & analyze it for mistakes
plus go over the logics time & again). When you appear for 30 in-class
subject tests , you grow in concepts and confidence

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 Faculty Credentials

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 Vikas Vohra

Employment Experience:
 The WallStreet School, a corporate training firm dedicated to training for as pirants in Finance Domain predominantly
focused on Valuation, Financial modeling, Investment Banking Training
 As Lead Faculty, delivering the Corporate Training and Open Workshops for and on behalf of The WallStreet
School across India
 Lead Trainer in Corporate Workshop conducted by TWSS for different Corporate
Faculty in
 Ernst & Young LLP : Has worked as Associate in Valuation and Business Modeling service line. His role involved
The WallStreet School, performing valuation of business ent erprises and real estate companies/projects for transaction advisory and financial
brings with him reporting purposes. He has completed engagements in auto, real estate and defense industry.
experience in  ICRA as Associate in Basel-II corporat e rating department. His role involved assessment of organization’s credit
profile, identification of key risks faced by the organiz ation, preparing c redit report and pres enting the case before the
Corporate Finance and rating committee.
Credit Analysis  Bajaj Finance as Credit Manager in Business Loan credit division. His role involved processing incoming credit
requests, complete due diligence and ensure timely completion of credit underwriting.

Education
 Chartered Accountancy from the Institute of Chartered Accountants of India (May 13 Passout)
 CFA Level 3 candidate
 Bachelors in Commerce from Delhi University

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Karan Singh

Employment Experience:

 The WallStreet School, a corporate training firm dedicated to training for aspirants in Finance Domain
predominantly focused on Valuation, Financial modeling, Investment Banking Training
Faculty, spearheading the Corporate Training and Open Workshops for and on behalf of The WallStreet School
across India
 ARC Financial Services, a KPO catering to Investment banks, hedge funds, Private Equity players
As an associate of ARC, provided assistance in all the functions and processes like Business Development,
Karan Singh soliciting new clients, setting processes, client handling, client management and building new businesses
Associate in  Infosys : SPO division
Associated with Unit Strategy, Planning & Operations team for Data & Analysis Unit of Infosys wherein the
ARC Financial major responsibilities included onsite employee unbilled analysis, pipeline review, tracking of new offerings from
Services and The the unit, maintenance of weekly dashboard on Unit KPI , on demand reports including personnel utilization ,
WallStreet School, billing rate of employees.
brings with him Credentials
experience in  Visiting faculty at ICAI, ITM University, Raipur & ITM Khargar .
Financial Analysis,  Completed 8 certifications from Harvard Manage Mentor Programme.
Valuation and  Trained in Oracle E-Business Suite 12.1 – Finance Module.
Corporate Finance
Education
 Chartered Accountancy from the Institute of Chartered Accountants of India
 Completed all 3 levels of CFA (USA)
 Bachelors in Commerce (Honors) from SGTB Khalsa College, D.U.

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 The Wall Street School Credentials

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Overview
 Established in 2008, by ex-professionals from McKinsey and Goldman Sachs
 Provides Corporate Trainings in fields of Investment Banking, Corporate Finance,
Snapshot Finance for Non Finance, and MS-Office
 Trainings to corporates & educational institutions, and open workshops
 Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey
& Co., Times PE, with professional academic backgrounds as CA, CFA, and MBA

 Certified over 7,000 professionals in + 150 open workshops across India

 More than 500 corporate clients served
Credentials  Repeat business from almost all clients
 Consistently High Client Satisfaction Index (always >4 on a scale of 5)

 Diversified Conglomerates
 Consultancy Firms
Clients
 Investment Banks and Private Equity Firms
 Educational Institutions

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Our Advantage
Our clients value our diverse, extensive experience

 We stay activ e in financial serv ices

 Our focus on consulting and executing transactions allows us to stay connected

- Always understand what the market is currently looking for by training and w orking with both the
buy-side and sell-side
- Constantly adapt training to industry dynamics

 Training methodology and instruction style

- We emphasize t hinking st yle guidance over lecturing

We bridge the gap between academic

theory and real-world, on-the-job training

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 Campus Training : Why Let us Train You
We have merged a successful track record of Wall Street experience, proven classroom training, novel learning
methodologies and the most advanced online platform to offer the best training solution.
Extensive Client List
Our corporate client list gives us immense credibility as we set the
standard for financial analysis, modeling and valuation on Wall
Street. Similar to the importance of tombstones in M&A transactions,
compare our clients for yourself: IIFT, ICAI, FMS,etc.

Dynamic Models & Templates

Our models and templates are extremely clean, compact and can be
used as self-contained reference models without the need for heavy
books and paper. These are not illustrative sample models that are
scaled down – our models contain all the nuances and real-life
intricacies not just the basic how-to.

Extreme Efficiency
We’ll save you 50% – 85% productivity, efficiency and time savings
in Excel. Guaranteed. From our more logical and smarter model
construction techniques, we'll guarantee that you'll remove manual
labor and repetition altogether. You do the math – add up the
number of hours a financial analyst spends on Excel, multiple by the
total compensation and calculate the dollar savings – either that or
have Excel do the math.

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A Few of Our Corporate Training Clients

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Campus Training : Curriculum Robustness
We don’t just teach the basic how-to and fill in the formulas; we explain the “why” and challenge the accepted norms.

Digging Through the Detail Practical Approach  One Step Further

Extreme focus on digging through the detail & teaching
participants how to think critically and independently as well
as how to actually analyze companies
Our Complex Trading Comps module goes through 98% of all
one-time adjustments that one would likely encounter when
analyzing and valuing companies
Other vendors just simply teach the basics and perhaps one
or two "one-time" items - we go through them all
After training, you won’t go back to your desk and say “now
what” because we would have gone through all the real-life
scenarios already!
Emphasis on transitioning the academic theory from
textbooks and the CFA topics into the real world
How to actually apply the fundamental knowledge to the
practitioner's world, exactly how it is done!
Our DCF valuation module goes through why FCFF is
incorrect for perpetuity growth, what it should be and what the
constraints and assumptions are
Participants are not blindly given a formula and instructed to
repeat it in Excel but would be actually taught on how to apply
it and all the nuances behind it

Critical Thinking & Analytic Skills

We encourage and challenge participants to challenge
“known” assumptions what is "generally accepted" so that
they truly understand the underlying value driver
We force participants to think through the logic and quantify
how a company creates value
We first introduce the obvious rationales, then prove why that
is wrong, then disproof the proof and disprove that and
disprove that and finally agree on how corporate finance and
the capital markets extract value
In short, participants might be thoroughly confused at first, but
will finally understand every aspect of the value proposition by
the time we are done!

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 Open Workshops
 Open enrollment workshops ranging in duration from 2 days to 6 weeks
 Specialized topics designed to foster career advancement
 Provides a ready platform for professionals interested in refreshing their knowledge and continuing development
 Provides a ready platform for job seekers interested in starting their career in capital markets / investment banking

Boot Camp
2 Days workshop in Investment
Banking, Financial Modeling
Finance for Non-Finance, MS-Excel
in New Delhi, Mumbai, Kolkata,
Chennai, Hyderabad
Weekend Workshops
20 Days workshops in New
Delhi for Financial Modeling,
Fulltime Workshops
Investment Banking, Equity
6 Weeks on-the-job training programme
Research
for the aspirants looking to break in
capital markets / investment banking

150+ 7000+ 100 % 92 %

Open Workshops Placement Assistance to

Delegates Certified by TWSS Placement Record for
Completed Participants looking for a
completed batches
start / change

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 stands for quality and innovation
in professional education and training,
providing a service to support
businesses and career aspirations

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 Thank You
The WallStreet School
(Office): +91 11 61273818, +91-9953729651
Training Office(1): Suite 402, Pearls Business Park, Netaji Subhash Place
(Email): info@thewallstretschool.com
Pitampura, New Delhi – 110034
(Web): www.thewallstreetschool.com
Training office (2): Gurgaon
Corporate Office: Suite 212, Regus Business Center, KLJ Towers, Netaji
Subhash Place, Pitampura, New Delhi-110034

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