CFA Program Practice AnalysisKeeping the curriculum current and relevant

Add your voice: Support the practice analysis process

Volunteering for the Education Advisory Committee Working Body allows you to contribute to the ongoing relevancy of CFA Program. CFA Institute is interested in the perspectives of a diverse set of stakeholders: investment management professionals, employers, regulators, or university faculty.

Read the call for volunteers (PDF) for more information about how to express interest.

We continuously evolve the CFA Program by connecting with practicing investment management professionals, university faculty, and regulators to determine the critical knowledge, skills, and abilities that are needed in an investment role today. Getting direct feedback, insight, and perspective from industry practitioners is the most effective way to prepare the next generation of investment managers for the demands of global capital markets.

We refer to this process as practice analysis. This dynamic assessment of the competencies required of investment management professionals is designed to establish the blueprint for the CFA Program curriculum and exams. Industry experts consider the practice analysis process as the key reason the CFA Program is regarded as the global “gold standard” of investment credentials.

In order to maintain the CFA charter as the preferred designation of investment practitioners, CFA Institute needs your input. Join the Education Advisory Committee Working Body and provide your perspective on the current state of the industry and the CFA Program curriculum.

Download the practice analysis fact card (PDF)

Industry Practitioner Input at Every Stage

The Education Advisory Committee has developed a practice analysis process that includes interviews and surveys involving institutional and private wealth market practitioners, security market regulators, university faculty, and policymakers. In FY2016 over 2,000 participants were involved in panel sessions and survey in major financial centers across the globe. The questions addressed in practice analysis include:

  • What skills are firms demanding when hiring investment professionals?
  • What are the common skill deficits of investment professionals at the early stages of their career?
  • What regulatory changes are impacting investment management practice?

Participate in the practice analysis process by joining the Education Advisory Committee Working Body.