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  • June 2019 CFA Exam Level III Results: Level III exam results are being emailed to candidates on 20 August 2019, after 9:00 a.m. ET. Email delivery service varies so we cannot guarantee an exact delivery time.

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CFA Institute offers investment industry educational programs that are recognized and respected around the world. See which one best fits your career goals.

CFA Program The Chartered Financial Analyst (CFA®) credential sets the standard as the most highly respected designation in the investment management profession. Portfolio and wealth managers, investment and research analysts, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession A minimum of three years to complete three exams (Levels I, II, and III), assuming four-year work experience requirement is already met Yes. You must have one of the following:
  • A bachelor’s (or equivalent) degree (or be in the final year of a bachelor’s degree program)
  • Four years of professional work experience
  • A combination of professional work experience or teaching experience that totals at least four years
  • Successfully pass the three exams
  • Have four years of professional work experience in the investment decision-making process (accrued before, during, or after passing the CFA Program exams)
  • Join CFA Institute as a regular member

CFA charter

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CIPM Program The Certificate in Investment Performance Measurement (CIPM®) designation offers career distinction for all investment professionals charged with appraising and selecting portfolio managers, evaluating portfolio performance, and communicating with clients. Portfolio managers, investment consultants, financial advisers, sales and client service professionals, and other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients

A minimum of one year to complete two exams (Levels l and ll), assuming four-year work experience requirement is already met

No
  • Successfully pass the two exams
  • Have four years of professional work experience in the investment decision-making process (accrued before, during, or after passing the CIPM Program exams)
  • Join CFA Institute as a regular member
  • Participate in the Mandatory Continuing Education (MCE) Program

CIPM designation

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Investment Foundations Program The CFA Institute Investment Foundations® Program gives those working with investment decision makers a clear understanding of the investment industry, roles and responsibilities, and the vital importance of ethical conduct. Anyone who works with or supports investment decision makers in the investment management profession Minimum of 30 days No
  • Successfully pass the online exam. To unlock the exam you must:
    • Wait 30 days from the time of registration
    • Achieve 70% or better on Mock Exam A
    • Achieve 70% or better on Mock Exam B

CFA Institute Investment Foundations certificate

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