Professional Finance Qualifications · Admissions open · One-Day Trial available
CFA Level II Preparation
Independent preparation support for CFA Level II Preparation, with original study notes, practice and revision. Certification/qualification requirements remain governed by the relevant professional body.
₹11,999 · full-course fee · 12 months access
Course resources and admissions help
Admissions are open. Review the published course fee and access period, then request admission assistance. A One-Day Free Trial provides 24-hour protected access. Current secure online payment availability is shown at course checkout.
How to learn this course
CFA Level II Preparation — how to learn
Explore the course, work through a relevant example, and learn how to read, ask questions, practise and revise.
Read the video transcript
Welcome to CFA Level II Preparation. Follow Ethics in Item-Set Cases: Trade Allocation, Client Brokerage, Personal Trading and Supervisory Duties, then practise in the learning system. Sign in and use the study header to open your authorised course. Select this published lesson. Start Course Tutor with Auto audio on: it teaches continuously, answers a typed question, then resumes. Fair dealing in trade allocation (III(B)). Recommendations must be disseminated so that no client group is disadvantaged; trade execution must be fair. Vignette (invented). Riverbend Capital manages equity portfolios. Five facts: (a) Portfolio manager Neha Iyer receives a partial fill on a block purchase of a mid-cap share and allocates the whole fill to her three largest institutional accounts, planning to buy for the others "next week". (b) Riverbend pays for a financial data terminal used by its marketing team with commissions from client trades. (c) Neha's brother holds a fee-paying account at Riverbend on the firm's standard terms; when the fill is allocated he receives nothing, even though the share is suitable for him. (d) Compliance officer Vikram Das learns that analyst Rohan Mehta bought a share for his own account one hour before the firm's buy recommendation was released. Rohan says it was an oversight. Vikram accepts the explanation and closes the file. (e) Riverbend's marketing brochure shows a composite return that excludes three accounts that left the firm after poor performance. Analysis. (a) Violation of III(B). A partial fill should be allocated pro rata among all accounts for which the order was intended. Favouring the largest accounts disadvantages the others. (b) Violation of III(A). A marketing tool does not assist investment decisions for the clients who paid the commissions; this is the firm's overhead paid with client assets. (c) Also part of the III(B) failure, but note the reasoning: a family member who is a normal fee-paying client must be treated like any other client. Excluding him to avoid the appearance of favouritism disadvantages him and is not required. (d) Rohan violated VI(B) by trading ahead of clients; because the unreleased recommendation could move the price, II(A) is also engaged. Vignette question: did Vikram violate IV(C)? Yes. A reasonable response would investigate, review Rohan's other trades, and restrict or monitor his trading until the matter is resolved. Accepting an assurance is not a reasonable effort. (e) Violation of III(D). Removing terminated accounts creates survivorship bias and misrepresents historical performance. Recommended procedures. A written allocation policy with pre-trade allocation records; a soft-dollar policy limiting use to research; pre-clearance and blackout periods for personal trading; and composite construction that keeps terminated accounts in historical periods. Ask Course Tutor to explain this step: Rohan says it was an oversight. Say what you tried. Pause and try this source task. Is paying for a research report used in managing client portfolios with client commissions acceptable? The source answer is: Yes, if the research directly assists investment decisions for those clients and best execution is maintained. Compare your method and result, correct an error, then continue. Use Stop to end Course Tutor.
What you get
- Original structured reading material
- Topic-wise practice and revision
- Full-screen visual board with live captions
- OpenAI-powered Course Tutor
Self-paced LMS reading, Course Tutor support and practice
The AI Course Tutor is an automated service, not a live teacher.
Who it is for
- Learners preparing for the relevant academic or examination pathway
Review the sample and available lessons, then use the one-day trial to check the level and teaching format before you pay.
Cost and duration
₹11,999
One-time full-course fee · 12 months course access
Suggested study time: Exam / certification cycle aligned
One payment for the stated access period.
Would you like help choosing this course?
Ask about the syllabus, available lessons, trial or admission process. Your enquiry keeps this programme selected.
Choose your preferred response channel when you enquire. In-person or live-class availability must be confirmed separately.
Who stands behind this course
Founded and academically directed by Dr. Saurabh Kapoor, Advocate practising before the Supreme Court of India and the Delhi High Court; LL.M. Faculty and academic responsibility
Not sure where to begin? See the admission pathway from free trial to full programme.
Try a relevant sample first
Read a short category exercise with a worked example and answer. Use the programme-specific trial to explore the actual available course lessons.
Open the free sampleIf the course fits your goal: ₹11,999 full-course fee · 12 months course access.
Explore the available lessons during the 24-hour trial before deciding to enrol.
Academic information
Founder and flagship legal academic direction: Dr. Saurabh Kapoor, Advocate, LL.M. This does not establish specialist authorship or human review of every subject. Where no named subject reviewer or review date is published, that review is not verified.
6 modules · 16 published readings. Index checked: 8/11/2026. This is a publication check, not an academic-review date.
The Course Tutor is automated. Human marking, live classes and individual feedback are not included unless expressly listed in your programme terms. Check the reading index against your syllabus.
Faculty and academic responsibilityYour course catalogue · Professional Finance Qualifications
Explore CFA Level II Preparation
Independent preparation support for CFA Level II Preparation, with original study notes, practice and revision. Certification/qualification requirements remain governed by the relevant professional body.
- Full-course fee
- ₹11,999
- Course access
- 12 months
- Suggested study duration
- Exam / certification cycle aligned
Self-paced LMS reading, Course Tutor support and practice. Study duration and access validity are different; current payment options are shown at checkout.
Course suitability and AI explanation
Is this course right for you?
- Learners preparing for the relevant academic or examination pathway
Why consider this programme?
Choose it when the topics below match a specific gap in your preparation or learning. A structured route can help you organise study, revisit difficult ideas and build a consistent revision habit.
Compare the reading index with your goal, current level and syllabus. If you need live classes, a recognised qualification or supervised practical training, confirm those requirements separately with Admissions.
Explore the 1-day trialInside the course: topics and features
These highlights come from this programme’s published description. Use the reading index to check the material currently available.
Original structured reading material
Topic-wise practice and revision
Full-screen visual board with live captions
OpenAI-powered Course Tutor
Study roadmap and online learning guidance
A suggested method for working through CFA Level II Preparation. Move at a pace that lets you understand and practise.
- STEP 1
Understand
Read the course topics and available explanations. Identify the concepts you need to strengthen.
- STEP 2
Connect
Build your own notes and relate ideas to the worked examples available in the course.
- STEP 3
Apply
Attempt available exercises without looking at the answer first. Record what you can explain independently.
- STEP 4
Revise
Review mistakes, revisit difficult readings and check your progress against your learning goal.
How online study can help you
Fit study around your day
Plan short study sessions around work, college or family commitments. A regular weekly routine still matters.
Revisit difficult concepts
Return to available readings and worked examples during your access period, instead of relying on one classroom explanation.
Learn without a daily commute
Study from a suitable location with an internet connection and compatible device. Practical or clinical requirements, where applicable, remain separate.
Turn reading into active revision
Make notes, attempt the available exercises and use the Course Tutor to explore questions. AI guidance can make mistakes; verify important answers.
Check available readings before you enrol
6 modules · 16 published readings in the last available index. Publication counts do not certify academic completeness.
- Start Here — Learning Roadmap · 1 readings
- Core Learning — Part 1 · 3 readings
- Core Learning — Part 2 · 3 readings
- Study Pack — Revision, Glossary & Practice · 4 readings
- Practice & Mastery Lab · 2 readings
- Applied practice, case studies and revision · 3 readings
These are published programme highlights, not certification of complete syllabus coverage. Review the available reading index and trial before enrolling. ZELVU learning support does not award the underlying degree, professional registration or guaranteed result.
Programme video
CFA Level II Preparation — programme introduction
Meet the programme, its learning focus and the next admission step in a concise introduction created for prospective students.
Professional Finance Qualifications · Introductory lesson · English · 2:00
Finance Foundations — Time Value of Money
Follow the classroom example from the value of money today to annual compounding, the difference from simple interest, and discounting a future amount to its present value.
An introductory lesson shared across ACCA, actuarial, CFA, CFP and FRM preparation. Continue with your selected programme for its full curriculum and published lessons.
Worked examples
Follow the on-screen worked examples and use the calculations below to review each step.
The examples assume a 10% annual rate and annual compounding. This rate is an illustration for the calculation.
Compounding calculates interest on the original amount plus accumulated interest. Discounting finds today’s equivalent of a future amount using the stated rate and period.
Build the balance, year by year
Year 1 interest: ₹10,000 × 10% = ₹1,000.
Year 1 balance: ₹10,000 + ₹1,000 = ₹11,000.
Year 2 interest: ₹11,000 × 10% = ₹1,100.
Year 2 balance: ₹11,000 + ₹1,100 = ₹12,100.
Simple-interest balance: ₹10,000 + ₹1,000 + ₹1,000 = ₹12,000.
Difference: ₹12,100 − ₹12,000 = ₹100 of interest on interest.
Future value and present value
FV = PV × (1 + r)n
₹10,000 × (1.10)2 = ₹12,100.
PV = FV ÷ (1 + r)n
₹12,100 ÷ (1.10)2 = ₹10,000.
Second example: ₹5,000 × (1.10)2 = ₹6,050.
PV is present value; FV is future value; r is the rate per period as a decimal; n is the number of periods. Match the rate and the period.
Explore your programme
Continue with CFA Level II Preparation. Review the full-course fee, access period and course details before enrolling.
Professional qualifications and examinations remain governed by their respective bodies; this programme provides independent preparation support.
Explore all Professional Finance Qualifications →Suggested study duration
Exam / certification cycle aligned
LMS access
12 months course access
Delivery
Self-paced LMS reading, Course Tutor support and practice
Payment availability
Check current checkout optionsPayment is confirmed only after bank verification.
Review the published learning format and access period before enrolling. Checkout shows current payment availability; a pending attempt is not confirmation of payment or course access.
See syllabus and full reading index
Reading material available in the LMS
Compare the published modules with your examination or board syllabus before you enrol. Reading counts alone do not establish full syllabus coverage. Full lesson text is available in the protected LMS through your eligible trial or course access.
View published modules and readings
16 published readings across 6 modules.
1. Start Here — Learning Roadmap (1 readings)
- CFA Level II Curriculum Map: Item-Set Vignettes and the Valuation Focus of Each Topic Area
2. Core Learning — Part 1 (3 readings)
- Ethics in Item-Set Cases: Trade Allocation, Client Brokerage, Personal Trading and Supervisory Duties
- Free Cash Flow Valuation: Computing and Discounting FCFF and FCFE
- Intercorporate Investments, Business Combinations and Foreign Currency Translation
3. Core Learning — Part 2 (3 readings)
- Residual Income Valuation and Justified Price Multiples
- Arbitrage-Free Valuation: Binomial Trees for Callable Bonds, Swap Rates and Forward Contract Values
- Portfolio Applications: Multifactor Models, Value at Risk and the Fundamental Law of Active Management
4. Study Pack — Revision, Glossary & Practice (4 readings)
- Quick Revision: Multiple Regression Diagnostics and Time-Series Models
- Key Terms Revision: Economics — Currency Parity Conditions, Carry Trades and Growth Theory
- Practice Set: Corporate Issuers — Dividends, Share Repurchases, Cost of Capital and Mergers
- Final Revision: Alternative Investments — REIT Valuation, Private Equity Pricing and Commodity Futures
5. Practice & Mastery Lab (2 readings)
- Practice Lab 01 — Retrieval, Application & Error Analysis
- Practice Lab 02 — Mixed Assessment & Worked-Solution Method
6. Applied practice, case studies and revision (3 readings)
- CFA Level II: worked case studies and applied scenarios
- CFA Level II: common mistakes, misconceptions and self-check Q&A
- CFA Level II: revision sheet and timed mock with answer key
This index shows available reading material. It does not certify complete coverage of every university, board or examination syllabus.
Detailed programme scope and suitability
What you will study
Independent preparation support for CFA Level II Preparation, with original study notes, practice and revision. Certification/qualification requirements remain governed by the relevant professional body.
- Original structured reading material
- Topic-wise practice and revision
- Full-screen visual board with live captions
- OpenAI-powered Course Tutor
Is this programme for you?
- Learners preparing for the relevant academic or examination pathway
Review eligibility, learning scope and the current examination requirements before committing. Academic and professional-examination support does not itself award the underlying degree or professional registration.
Admission assistanceProgramme study outline
Review the planned study topics below. The reading index above shows what is currently published in the LMS; use the protected trial to explore the full text.
1. Start Here — Learning Roadmap
Programme orientation, scope and learning method.
- Course Roadmap & How to Learn
2. Core Learning — Part 1
First set of topic-wise reading lessons.
- Ethics
- Valuation
- Financial statement analysis
3. Core Learning — Part 2
Second set of topic-wise reading lessons and applications.
- Equity
- Fixed income and derivatives
- Portfolio applications
4. Study Pack — Revision, Glossary & Practice
Side-study material for active recall, revision and self-assessment.
- Quick Revision Notes
- Key Terms & Glossary Builder
- Practice Questions & Active Recall
- Final Revision Checklist
Inside this programme
How learning works in CFA Level II Preparation
Self-paced LMS reading, Course Tutor support and practice. Study the material available for this programme in the student LMS. Features and assessments vary by course; check what is included before enrolling.
- 01
Follow the course outline
Start with the published modules for CFA Level II Preparation. Read the lesson explanations and worked examples in sequence.
- 02
Ask the Course Tutor
Where available, ask for an explanation, comparison or revision of the lesson you are reading. The AI Course Tutor is an automated service, not a live faculty member, and can make mistakes.
- 03
Use available learning tools
Use the narration, visuals or videos provided in the course player. A programme introduction is not a promise of a video lecture for every lesson.
- 04
Practise and revise
Complete the published exercises and knowledge checks, review mistakes and revisit the relevant lessons. Check the programme’s published assessment and support details; the standard delivery is self-paced.
Admissions for this programme
Before you enrol in CFA Level II Preparation
Review the curriculum and eligibility above, explore the available learning experience, then confirm this programme’s fee and access period.
12 months course access
The one-time full-course fee is shown once, at the top of this page.
Can I try this programme?
Use this programme’s trial link below. Eligible access lasts 24 hours for one selected programme, with one trial per account. A parent or guardian should manage a school learner’s account.
What does the fee cover?
New Education admissions use a one-time full-course fee for the stated access period, not a monthly course subscription. Historical purchases retain their original terms.
When is admission confirmed?
Resolve programme questions with Admissions, review the current checkout options and read the terms and refund policy. A payment attempt or pending payment does not confirm admission. Paid access requires verified payment and the applicable programme checks.
Does this award a degree or guarantee selection?
This is learning or examination-preparation support. The underlying degree, professional registration, eligibility and examination rules are governed by the relevant institution or examining authority. Selection, rank and passing are not guaranteed.
Career preparation alongside this subject
Use your learning in CFA Level II Preparation to build an honest evidence portfolio. Suggested practice: a research or applied project with method, result and limitation. Academic support does not itself award the qualification.
Optional starting pathway: Graduate & Campus Placement Preparation. This is a separately priced preparation course; employer referrals and job placement are not included.
Compare career pathways and free resourcesCourse questions answered
What will I study in CFA Level II Preparation?
CFA Level II Preparation: Independent preparation support for CFA Level II Preparation, with original study notes, practice and revision. Certification/qualification requirements remain governed by the relevant professional body.
What is the full-course fee and how long does access last?
The one-time full-course fee for CFA Level II Preparation is shown at the top of this programme page, with 12 months of course access. Review the current checkout and refund terms before paying. Access time is separate from any degree duration or examination schedule.
How is the course delivered, and can I try it first?
CFA Level II Preparation is offered by ZELVU Education. Delivery: Self-paced LMS reading, Course Tutor support and practice. An eligible 1-Day Free Trial provides 24-hour protected access to explore the available material. The Course Tutor is automated. Review the published reading index and course scope before enrolling.
Who should consider this programme?
CFA Level II Preparation: Learners preparing for the relevant academic or examination pathway Confirm current prerequisites with the relevant institution or examining authority. Learning support does not itself award a degree, professional registration, admission, employment or an examination result.
Check the terms and refund policy, or ask admissions about course fit.