The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the U.S based CFA Institute (formerly the Association for Investment Management and Research, or AIMR). The CFA charter is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets.
The program focuses on portfolio management and financial analysis, and provides generalist knowledge of finance.
“Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.”
You can take the exam as long as you:
Pass CFA Exams
CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement to obtain the CFA charter.
Knowledge and Comprehension
Application and Analysis
Synthesis and Evaluation
CFA Level 1 topics and their weightage
The Level I study program emphasizes tools, inputs and includes an introduction to asset valuation, financial reporting and analysis, and portfolio management techniques.
Ethical and Professional Standards-15%, Quantitative Methods-12%, Economics-10%, Financial Reporting and Anlaysis-20%, Corporate Finance-8%, Portfolio Management-5%, Equity-10%, Fixed Income-12%, Derivatives-5%, Alternative Investments- 3%.
CFA Level 1 Exam Format
Achieve Qualified Work Experience
Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.
Submit Reference Letters
In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character.
Apply to Become a Charter holder
Apply to become a regular member of CFA Institute. Once your application is approved and you have joined CFA Institute, you will have earned the CFA charter.
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