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    Cfa Charter: The Value of The Charter

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    Vikas Sharma

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    Cfa Charter: The Value of The Charter

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    Vikas Sharma
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    18 views2 pages

    Cfa Charter: The Value of The Charter

    Uploaded by

    Vikas Sharma

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    CFA CHARTER

    Achieve the highest distinction in


    the investment management profession—
    the CFA designation.

    THE CHARTERED FINANCIAL ANALYST (CFA®)


    THE VALUE OF THE
    Program helps you capitalize on your CHARTER
    strengths, supercharging your education
    and work experience into a designation POWERFUL GLOBAL NETWORK
    that will tell the world you have the skills of top industry professionals
    necessary to compete and excel in today’s STRONG FOUNDATION AND COMMITMENT
    complex and evolving investment industry. to ethics and professionalism
    The CFA charter is the gold standard for the
    investment industry. Charterholders enjoy a REAL-WORLD SKILLS for making complex
    investment decisions
    mark of distinction throughout the world.
    RECOGNIZED AND WELCOMED by markets and
    CFA Program provides the strongest employers globally
    foundation in advanced investment, analysis,
    UNMATCHED EXPERTISE in both practical
    and real-world portfolio management skills for investment analysis and management skills
    a career advantage that you will use at all
    stages of your career. This globally recognized ACCESS to career-advancing tools and education
    and respected credential is held by
    more than 190,000 professionals across TOP FIVE GLOBAL
    160 markets.
    CHARTERHOLDER ROLES
    JOB TITLES
    1) Portfolio Manager
    2) Research Analyst
    You can hire people with an MBA, but you 3) Chief Level Executive
    don’t necessarily know that one MBA is 4) Consultant
    the same as another MBA, whereas if 5) Risk Manager
    you hire investment professionals with
    PRACTICE TYPES
    a CFA [designation], you absolutely have
    1) Equities
    confidence at the level of qualification.” 2) Fixed Income
    —Jenny Johnson, Franklin Templeton 3) Private Wealth and Private Markets
    COO/President 4) Derivatives
    5) Real Estate
    HOW TO EARN THE CFA CHARTER
    THE PATH TO BECOMING COMPLETE THREE LEVELS
    A CHARTERHOLDER OF THE CFA EXAM
    Pass Three Levels of Achieve Qualified Focus areas vary by exam level, increasing in
    the CFA Exam Work Experience complexity and difficulty with a core of ethics
    Submit Reference Apply for CFA Institute and professional standards across all levels.
    Letters Charterholder Membership

    EXAM SUCCESS INCLUDES


    300+ HOURS
    On average, candidates spend over 300 hours of study per
    exam level.

    EXAM PREP
    All exam questions are based on CFA Program curriculum.

    STUDY TOOLS
    Online Learning Ecosystem, Practice Questions, Mock Exams,
    Candidate Discussion Board, Optional Practice Pack, CFA Institute
    Learning Mobile App, and Approved Prep Provider List.

    4+ YEARS
    On average, it takes over four years to complete the full program.

    ENROLLMENT REQUIREMENTS
    To enroll in CFA Program and register for the Level I CFA
    exam, you must have an international travel passport and
    meet one of the following entrance requirements:

    Bachelor’s Degree Complete a bachelor’s program


    or equivalent program and received a university/
    college degree. If you’re not sure if your program is
    comparable, ask your college or university.

    Junior or Senior University Student
    Be within 23 months from completing your CURRICULUM TOPICS
    undergraduate degree to begin your CFA Program ETHICS AND PROFESSIONAL STANDARDS
    journey. QUANTITATIVE METHODS
    ECONOMICS
    Professional Work Experience FINANCIAL REPORTING AND ANALYSIS
    Have a combination of four years (or 48 months) of CORPORATE FINANCE
    full-time work experience and/or college/university EQUITY INVESTMENTS
    education on the date of enrolling for the Level I FIXED INCOME
    exam. Dates of education and professional work DERIVATIVES
    experience cannot be overlapping. ALTERNATIVE INVESTMENTS
    PORTFOLIO MANAGEMENT AND WEALTH PLANNING
    READY TO TAKE THE NEXT STEP? PRIVATE WEALTH
    Visit www.cfainstitute.org/programs/cfa for more detailed information. PRIVATE MARKETS

    © 2023 CFA Institute. All Rights Reserved.

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