Parth R Morabia CFA Chaterholder, CFA Mentor
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Bringing 7 years of wealth management and advisory experience, coupled with being a CFA Charter holder and an FRM Part 2 candidate, I offer a comprehensive approach to instructing finance, CFA, FRM, and business development. My teaching style blends real-world examples with simplified explanations, fostering an engaging learning environment. I facilitate interactive discussions, encouraging students to apply concepts to practical scenarios. What sets me apart as a great teacher is my ability to bridge theory and practice seamlessly, thanks to my industry background. I'm dedicated to students' growth, tailoring my approach to individual learning styles and focusing on imparting practical skills alongside theoretical knowledge.

Subjects

  • CFA India

  • NCFM and NISM

  • CFA level II

  • All BCOM and BBA Practical subjects

  • FRM Level I

  • CFA Level I

  • Finance Derivatives Beginner-Expert

  • Finance Analytics Beginner-Expert

  • Finance for Non finance Beginner-Expert

  • MBA Finance

  • CFA exam preparation tips

Experience

  • Head of faculty - Professional courses (Jan, 2023–Jun, 2025) at LeapUp Edutech Private Limited
  • Financial Planner & Analyst (Jun, 2018–Present) at PRM Services, Mumbai
    Applied 5 years of experience in delivering comprehensive financial strategies and conducting in-depth analysis. Managed relationships with 30+ clients, collaborating to design tailored financial plans that integrated their goals, risk profiles, and investment horizons. Employed advanced financial models and software to project cash flows, scrutinize risk components, and simulate various outcomes to inform strategic decisions. Recognized for my ability to effectively communicate intricate financial data, empowering clients to make informed choices about their financial future.

Education

  • FRM Part 1 Cleared (Apr, 2022–now) from GARP
  • CFA level 2 Cleared (Feb, 2021–now) from CFA institute, US

Fee details

    ₹2,000–10,000/hour (US$21.05–105.25/hour)

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