CB1 Full Course

CB1-Business Finance

₹14,000.00

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

Category:

📘 Business Finance

Business Finance (CB1) is the paper you should opt for to build a strong foundation in financial and corporate principles essential to actuarial work. This paper develops a grounding in the principles and practices of corporate finance, mainly focusing on understanding and applying techniques to evaluate investment decisions, manage financial risks, and interpret financial statements. 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).

🔍 Why is CB1 Important?

  • CB1 is important as it helps us to learn how companies decide on funding, capital structure and dividend policies – core knowledge for valuing businesses.
  • It equips you to assess project viability using techniques like NPV, IRR and payback period.
  • You will develop skills to read and analyse balance sheets, income statements and cashflow statements.
  • It helps you to understand the financial environment in which insurers, pensions funds and other clients operate.
  • You should give CM1 (Actuarial Mathematics) along with CB1 – a good combo for knowledge.

🧠 Main Topics in CB1 (Subjective)

CB1 covers theoretical knowledge like:

  • Principle of corporate finance.
  • Financial mathematics for investment appraisal – time value of money, NPV, IRR.
  • Sources of finance – equity, debit, short term and long term instruments.
  • Theories of capital structure.
  • Types of financial risk.
  • Characteristics of different asset classes.
  • Financial reporting and analysis.
  • Regulatory environment for financial reporting.

💼 Where Can You Use CB1 Knowledge?

  • Valuing insurance company – Assessing financial statements.
  • Investment appraisal and business cases – comparing financial options.
  • Evaluating the impact of financial risks on reserves and solvency capital.
  • Interpreting financial reports and presenting actuarial results in business leaders language.
  • Supporting regulatory and strategic decision.

📝 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.

📑 Structure of CB1

Component Exam Format Duration
CB1 IAI: Computer-Based MCQ
IFoA: Written theory (MS Word) ( 5 minutes extra for downloading)		 3 hours 15 minutes

📚Topics 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%

📊 Passing Criteria

Institute Passing Marks
IAI (India) 65% (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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