CB1-Business Finance

14,000.00

CB1 – Business Finance – Regular Course
Faculty: CA CPA Ankit Patwari
Course Duration: 125+ hours

Category:

πŸ“˜ Business Finance

CB1 Business Finance introduces students to the principles of corporate finance, financial management, and accounting. It focuses on how companies raise capital, manage financial risk, structure investments, and report financial performance β€” giving actuaries a strong grounding in the business and financial environment. Alongside this, the related and required understanding of capital structure, sources of finance, project appraisal methods, and key aspects of financial reporting and governance are also developed. It is available through both the institutes, the Institute of Actuaries of India (IAI) and the UK-based Institute and Faculty of Actuaries (IFoA).

πŸ” Why is CB1 Important?

  • Provides the finance foundation for actuarial work.
  • Helps actuaries understand company accounts, valuations, and financing decisions.
  • Builds knowledge required for investment, corporate advisory, and risk management roles.
  • Essential for interpreting and analyzing financial reports in insurance and pensions.
  • You should give CM1 (Actuarial Mathematics) along with CB1 – a good combo for knowledge.

🧠 Main Topics in CB1 (Subjective)

CB1 covers theoretical knowledge like:

  • In-depth Accounting Knowledge
  • Corporate finance principles
  • Capital structure & cost of capital
  • Derivatives and shares knowledge in respect to finance
  • Financial instruments & markets
  • Financial statement analysis & interpretation
  • Dividend policy & working capital management

πŸ’Ό Where Can You Use CB1 Knowledge?

  • Insurance & Pension Funds: Analyzing company accounts and investments.
  • Corporate Finance: Investment appraisal, mergers, and capital raising.
  • Banking & Investments: Understanding markets and instruments.
  • Risk Management: Assessing financial health and exposures.

πŸ“ How to Prepare for CB1?

  • Build a strong conceptual foundation of accounting and financial topics.
  • After completing the syllabus two times with revision, start solving the PYPs and give Mock Tests and learn from examiner reports.
  • You can combine CB1 paper along with CM1 – a good combo for actuarial profession.

πŸ“‘ Structure of CB1

Component Exam Format Duration
CB1 IAI: Computer-Based MCQ
IFoA: Written theory (MS Word)
3 hours 15 minutes

πŸ“šTopics Covered and their Weightings

Topic Weightage
Corporate governance and organization 18%
How corporate are financed 35%
Evaluating projects 15%
Constructing and interpreting company accounts 32%

πŸ“Š Passing Criteria

Institute Passing Marks
IAI (India) 50% (Fixed)
IFoA (UK) 56%–65% (Varies by term)
WHAT YOU WILL GET

Course Deliverables

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Recorded lectures
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Soft copy of resources
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Access to Student dashboard
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100% Placement & Training Assistance
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Technical support
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Practice papers
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Chapter wise MCQ Bank
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1:1 mentoring sessions
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Live Industry expert sessions
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Live Concept classes
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Mock Test with Detailed evaluation (2 Sets)
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Hard copy of revision note book
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Doubt solving sessions
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Course extension (2 more terms)
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Interactive Q & A Forum

Shubhi GoelAIR 1
Mitali GargAIR 1
Yash Agarwal89
Khushi Chawla89
Yatish Sindhani87
Gaurav Aggarwal85
Dimple84
Mahak Rathi83
Kashish Jain83
Kaushal Sultania82

FACULTY

Meet The Instructor


Ankit Patwari is a qualified CA, CPA (US), and B.Com (Hons in Finance) from St. Xavier’s College, Kolkata. He founded Balaji Educare and has been teaching since 2009. With over 15 years of experience, he has guided 10,000+ students in CA, CS, and CMA. He specialises in Actuarial paper CB1 and computerised accounting (TALLY) and is also a Google Certified Trainer. His expertise has led him to guest faculty positions at various educational institutes.

PLAYLIST

Demo Class Videos


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