CFA Program

Achieve the highest distinction in the investment management profession — the Chartered Financial Analyst (CFA®) designation. As a CFA charterholder, you will join over 167,000 professionals recognized globally for their commitment to ethics and professionalism.
CFA Program

Earn the Industry Leading Designation

  • certificate icon Secure a Successful Career

    Kickstart your career with the skills needed to excel at all stages of your investment management profession. 

  • star icon Gain a Strong Ethical Foundation

    Gain the confidence and clarity in navigating ethical issues within the investment management industry. 

  • Acclaim Icon Earn Waivers and Industry Acclaim

    Earn recognition and waivers from regulatory agencies, graduate programs, and other organizations.

  • graduation cap icon Expand Your Knowledge

    Our rigorous curriculum equips you for complex investment decisions and real-world scenarios. 

  • globe icon Join a Global Community

    Connect with our prestigious group of investment professionals from around the world.

  • Access Support Icon Access Expert Support

    Gain access to career resources, guides, thought leadership, and other educational support. 

Nalin Moniz Testimonial

Real Return on Investment

Open new doors, join the ambitious CFA Program candidates pursuing rich careers in investment analysis and portfolio management.

"CFA Program helped me bridge the gap between academic and real-world finance and helped hone my analytical abilities."

- Nalin Moniz, CFA, Chief Investment Officer, Alternative Equity at Edelweiss Global Asset Management

How to Become a CFA Charterholder

  1. 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. 
  2. 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.
  3. 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. 
  4. Apply to Become a Charterholder 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.

Curriculum Designed with Your Future in Mind

Our rigorous curriculum prepares you to be an effective and ethical investment management professional. The information learned in each level builds upon the previous level and increases in complexity as you progress. 

Take the Readiness Assessment

  1. LEVEL I

    Knowledge and Comprehension

    • Topic Focus: Investment Tools 
    • Tests your knowledge of ethical and professional standards

    Application and Analysis

    • Topic Focus: Asset Valuation
    • Tests how you apply standards to situations analysts face

    Synthesis and Evaluation

    • Topic Focus: Portfolio Management
    • Tests how you apply the standards in a portfolio management and compliance context

Get Familiar with Exam Dates, Fees, and Locations

CFA Program

Testing Centers Around the World

Take exams at testing centers located in major cities around the world; find the center closest to you. 

CFA Program

Understand Exam Fees

Learn about fees and deadlines for upcoming exam registration. 

CFA Program

Explore the Exam Calendar

Understand important exam dates and deadlines.

We Invest in Your Success

Once you are a registered candidate, you gain access to a wealth of information to help you study for exams and excel in your career. We offer educational materials to help candidates master program curriculum with resources like: 

  • Online Learning Ecosystem
  • Personalized Study Plans
  • Flashcards
  • Practice Questions
  • Mock Exams
  • Candidate Discussion Board
We Invest in Your Success

Take the Next Step in Your Career

Ready to earn a charter and join the ranks of elite investment professionals? If you are registering for the Level I exam for the first time, you must enroll in CFA Program as part of exam registration. Follow the below link to create an account, and we will connect you with everything you need to prepare.

Enroll and Register

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