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CFA® Program

    Overview

    CFA Program overview

    The CFA Program is your pathway to becoming a globally recognized Chartered Financial Analyst® (CFA®). Equipping you with real-world skills in investment analysis, a Chartered Financial Analyst credential helps you thrive in the competitive investment industry.

    Strive for the gold standard of investment credentials

    To be able to join more than 200,000 chartered financial analysts globally recognized for their commitment to ethics and professionalism, you need to complete the three exams that make up the CFA Program. They test the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

    Every step of the way, we’ll support you as you grow your knowledge. Once you achieve the status of Chartered Financial Analyst, your strong foundation in advanced investment analysis and real-world portfolio management skills will qualify you to work in senior and executive positions in investment management, risk management, asset management, and more.

    Why become a CFA Charterholder?

    Mark of distinction

    Show employers you have the knowledge and commitment to thrive in today’s complex and continually evolving investment industry.

    Career opportunities

    Open up new pathways into a wide range of investment decision-making careers, including asset and wealth management, commercial banking, and consulting.

    Global gateway

    Leverage the global recognition of the CFA Charter to pursue investment management roles anywhere in the world.

    Stay ahead

    Equip yourself with the skills to thrive in the evolving finance industry with a Chartered Financial Analyst credential.

    Insights from experts

    Learn key real-world skills in investment analysis from the leaders in investment education.

    Enhanced professional profile

    Earn an easily shareable digital badge to display your achievement in your online networks.

    How to become a CFA Charterholder

    1. Pass the CFA Program exams

      The CFA Program is made up of three exams. You need to pass all three levels, alongside modules that build your practical skills, to become a Chartered Financial Analyst.

    2. Complete qualifying work experience

      Your work experience must either be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process. You can carry out your work experience before, during, or after you participate in the CFA Program.

    3. Apply for membership

      You need to be a regular member of the CFA Institute to achieve the Chartered Financial Analyst designation. As part of your application, you’ll be asked to submit 2-3 professional references to comment on your work experience and professional character. Learn more about applying for membership.