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What Does a CFA® Charterholder Do?

Chartered Financial Analyst® (CFA®) charterholders apply their knowledge and skills in a wide range of positions throughout the global finance industry. Distinguished by their commitment to set a higher standard of excellence, they are sought after as investment management professionals.

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Why Choose a Career in Investment Management?

Firms and professionals in the investment management industry are stewards of capital – they help clients make investment decisions, invest their money, and provide services to enhance financial markets. The scope of these services can include trading, asset management – constructing and managing investment portfolios and funds – and regulation of these systems. Enrolling in the CFA Program and earning the CFA charter prepares and positions you for a variety of career paths in the investment management industry.

Career Paths and Jobs for CFA® Charterholders

Widely considered the apex for professional development in investment management, the CFA designation is valued by employers for roles and functions in every sector of the global finance industry, including portfolio management, analysis, private wealth, and consulting. But the CFA charter also equips professionals with the versatility to take their career paths in different directions.

  • Typical Jobs for CFA® Charterholders*

     

    • Portfolio management
    • Research
    • Consulting
    • Risk analysis and risk management
    • Investment strategy


    The full range of job functions includes relationship management and wealth management, credit analysis, chief investment officer, trading, accounting and auditing, and financial planning.

  • Typical Investment Management Sectors among CFA® Charterholders*

    • Asset management
    • Private wealth management
    • Commercial banking
    • Investment banking
    • Insurance


    The full range of sectors includes consulting, asset ownership, and brokerage. CFA charterholders are valued in emerging areas of industry growth, such as fintech.

* As self-reported by CFA Institute members and charterholders for 2018, according to CFA Institute's 2019 compensation study.

Explore investment management topics covered in the CFA Program curriculum

Is Pursuing a CFA® Charter Worth It?

  • C-Suite Members Icon Value to Employers

    CFA charterholders are employed by JPMorgan Chase, Morgan Stanley Wealth Management, Royal Bank of Canada, BofA Securities, UBS Group, HSBC Holdings, Wells Fargo and Company, PricewaterhouseCoopers, BlackRock, and TD Bank Financial Group. Some employers even require it.

  • refresh icon Content that Evolves with the Industry

    Fintech and other trends in the future of finance will have significant impact on investments firms, career paths, and compensation trends. CFA Institute is poised to lead with our respected thought leadership, dedicated practice analysis, and close ties to the industry.

Compare CFA Program to other leading programs for investment managers like MBA, CPA, and CFP

Registered Candidate Career Resources

Earning the CFA charter gives you the distinction of joining a prestigious group of elite investment professionals, an achievement that can open doors for career growth. CFA Institute supports members and candidates by providing a variety of career tools and resources, access to comprehensive career guides, analysis of future finance trends and help preparing, and even perspective for career switchers exploring new fields.

Learn how to become a CFA charterholder

Register for the CFA® Program

Are you ready to earn a charter and join the ranks of elite investment professionals?

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