What Is the CFA Program?
The Chartered Financial Analyst (CFA®) Program is designed to equip candidates with the knowledge and
skills necessary to compete and excel in today’s complex and evolving investment industry. It is a self-study, three-level exam that tests the fundamentals of investment tools, company valuation, portfolio management, and wealth planning. Whether an individual is an aspiring or practicing investment professional, the CFA Program offers a way to move forward and achieve professional goals.
The curriculum is developed by CFA Institute, one of the world’s leading associations of investment professionals. By enlisting the investment industry’s brightest minds to continually improve the CFA Program, CFA Institute ensures that the curriculum is always relevant and provides real-world skills in investment analysis.
What Is the CFA Charter?
The CFA charter is a designation awarded by CFA Institute to those who have completed the CFA Program and achieved CFA Institute regular membership. As the highest distinction in the investment industry, the CFA charter is the gold standard. It is globally recognized and held by over 170,000 professionals worldwide in 164 markets. CFA charterholders are qualified to work in senior management positions across the investment industry.
To earn the CFA Charter, an individual must:
✅ Pass the three levels of the CFA exam (Level I, Level II and Level III)
✅ Become a CFA Institute regular member by
- Attaining qualified work experience
- Submitting an application which includes
– Documenting qualifying work experience
– Submitting references
– Applying for society membership
- Joining CFA Institute as a regular member upon receiving acceptance