Most CFA Stories
Don't Talk About This
Having been part of
1 lakh+ CFA journeys these are
the 3 reasons why candidates Don't
Clear
- Random Learning Path
- Not Enough Practice
- Revision Without Clarity
Over 15+ years problems were identified and we built a Revolutionary Learning System
LEARN
Know More
LEARN
- Pre Recorded videos
- Live sessions
- Weekday Industry Expert Classes
PRACTICE
Know More
PRACTICE
- Weekly Test
- Mocks
- End of Topic Quizzes
- Curriculum Solving
REVISE
Know More
REVISE
- Juice Notes
- Comprehensive crash course
A system that keeps you on track.
Even on the days you don't feel
like.
LEAD INSTRUCTOR
Utkarsh Jain
Founder & CEO + Lead instructor at Fintree
"I believe one must be a good learner before becoming a good teacher."
Inspired by Dr. Richard Feynman's technique, he simplifies complex concepts by breaking them
down into first principles—an approach he applies to teaching investments and finance.
Work Experience
Founder & CEO + Lead instructor at Fintree
Co-founded Learning Potato (home tutoring) & StudyQubes (study spaces)
Portfolio advisor to Family offices, UHNIs & HNIs, including A-List celebrities
Visiting faculty at top tier B-Schools of India
Corporate trainer for top finance sector & NIFTY 50 companies
Academic Credentials
Chartered Accountant
CFA Charterholder
FRM Charterholder
CFP Charterholder
LLB
It's a lonely journey — and we've got your back
Prep can drain your confidence on bad days.
That's why our Candidate Success Team
exists.
Which attempt to choose?
I am working, Can you give me customised planner?
Only 2 months remaining for exam, I am scared what should do?
You are supported by the ones who have already been through your journey.
Okay, but will this actually help me
get a job?
From CFA prep to core finance roles —
thatʼs
the path we
support for LIFE.
They started where you are.
Our Students Are Placed At
Top companies trust Fintree-trained professionals
Students Behind Our Back
A
Akash Sugnani
"Utkarsh Sir and the whole team at Fintree are student oriented and the focus here is to ensure you always get the right support at the right time. Utkarsh sir is the best professor I personally have had in my life. The best balance of knowledge, fun and practical sessions."
S
Saransh Agarwal
"Excellent experience. I did CFA L1 from Fintree (live online). It was a great experience. Doubts were cleared within 2 days and videos were very good and according to latest curriculum. I would highly recommend everyone for CFA. Thank you."
R
Rajesh Bhapkar
"The person who runs this place is a down to earth and soft spoken excellent person. Is straight and upfront. My son attended CFA course here and scored 92% under guidance of Mr Jain (the gentleman who runs this place)."
A
Arya Ranjankar
"I think Fintree is definitely one of the best coaching class for CFA and FRM Exams. The atmosphere in the class is very friendly and conducive for focused studies."
P
Parina Jain
"I think Fintree is one of the best coaching centre for CFA in Pune. Their teaching style and methods are one of its kind. They have really nice atmosphere and a great staff who help you during the journey..."
K
Kevin Marolia
"I took CFA L1 live school online and love the way Utkarsh Sir teaches and gives his insights on finance and how world works with practical examples. I am also considering taking Financial Modelling but that has recorded lectures rather than live online."
A
Akash Sugnani
"Utkarsh Sir and the whole team at Fintree are student oriented and the focus here is to ensure you always get the right support at the right time. Utkarsh sir is the best professor I personally have had in my life. The best balance of knowledge, fun and practical sessions."
S
Saransh Agarwal
"Excellent experience. I did CFA L1 from Fintree (live online). It was a great experience. Doubts were cleared within 2 days and videos were very good and according to latest curriculum. I would highly recommend everyone for CFA. Thank you."
R
Rajesh Bhapkar
"The person who runs this place is a down to earth and soft spoken excellent person. Is straight and upfront. My son attended CFA course here and scored 92% under guidance of Mr Jain (the gentleman who runs this place)."
A
Arya Ranjankar
"I think Fintree is definitely one of the best coaching class for CFA and FRM Exams. The atmosphere in the class is very friendly and conducive for focused studies."
P
Parina Jain
"I think Fintree is one of the best coaching centre for CFA in Pune. Their teaching style and methods are one of its kind. They have really nice atmosphere and a great staff who help you during the journey..."
K
Kevin Marolia
"I took CFA L1 live school online and love the way Utkarsh Sir teaches and gives his insights on finance and how world works with practical examples. I am also considering taking Financial Modelling but that has recorded lectures rather than live online."
Verified Google Reviews
