CFA® CHARTERED FINANCIAL ANALYST

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst^®  (CFA^® ). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. The CFA charter gives you expertise and real-world skills in investment analysis. Join more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism.

Why the CFA Program Is Right for You

As an aspiring or practicing investment professional, you need the knowledge and skills to thrive in a highly competitive industry. The CFA Program is designed to equip you with the kind of expertise and real-world skills in investment analysis that will help you advance your career. Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the CFA Program offers a way to move forward and achieve your professional goals.

What Is a CFA Charter

A Chartered Financial Analyst (CFA^®) charter is a designation given to those who have completed the CFA^® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, and more.

Benefits to your organization

As a globally recognized credential in the investment management profession, earning the CFA charter demonstrates to employers the knowledge and commitment to thrive in today’s complex and evolving investment industry. The CFA^® designation is a mark of distinction, and investment firms know it, represent a higher standard.

Who Can Apply

To sit for the exams, you’ll need to have earned a bachelor’s degree or be in the final year of your degree. However, if you have 4,000 hours of relevant work experience, or you have a combination of university education and work experience that totals 4,000 hours, you are also eligible to take the exams.