Become a CFA Charterholder

Christine Phillpotts, CFA

"The CFA designation is equivalent to the oath doctors or lawyers take. It’s about being an investment professional who has the best interests of the clients at heart."

— Christine Phillpotts, CFA

Earning the CFA charter demonstrates you have the knowledge, skills, and experience needed for investment analysis and management in today’s dynamic global markets.

Because the practice-analysis based curricula and ethics foundation are so highly valued:

  • The CFA curricula are incorporated into more than 300 business school programs around the world.
  • The CFA charter is often listed by hiring firms as a prerequisite for employment.

Enrolling in the CFA Program gives you access to:

  • Membership in the world’s largest association of investment professionals.
  • Local market and regulatory expertise through CFA member societies in more than 70 countries.

Global recognition of the CFA Program means that:

Get the fact card (PDF), which covers program benefits, what's covered in the program, jobs the program prepares you for, and how to earn the charter.

How To Become a Charterholder

How Long Does it Take?

Successful candidates take an average of four years to earn their CFA charter: