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Chartered Financial Analyst® (CFA® Program)


Jumpstart your career with the world of opportunities

The Chartered Financial Analyst® (CFA® Program) is a globally recognized investment professional credential which is offered internationally by the US based CFA Institute. The CFA® designation is one of the most respected and recognized finance qualification accepted worldwide. The CFA® Program is a globally recognized standard for measuring the proficiency and integrity of finance and investment professionals.

The Chartered Financial Analyst® (CFA® Program) credential is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

Program Benefits

  • Gold Standard : The CFA® charter equips you not only to enter the profession, but also to excel at all stages of your career.
  • Strong Ethical Foundations : Gain confidence and clarity in navigating ethical issues.
  • Global Passport : Earn waivers from regulatory agencies, graduate programs, and more.
  • Unmatched Expertise : Our rigorous curriculum will equip you for complex investment decisions.
  • Prestigious Network : Connect with an exclusive group of outstanding investment professionals.
  • Career Resources : Gain access to career guides, thought leadership, and continuing education.

Program Eligibility

Before becoming a CFA® charter holder, a candidate must meet one of the following educational requirements. He/she must have four years of professional work experience, a bachelor’s degree or be in the final year of the bachelor’s degree program, or a combination of professional work experience and education totaling four years. For the undergraduate qualification, the bachelor’s program must be completed before registering for the Level II exam. In addition to the educational requirement, the candidate must have an international passport, complete the assessment in English, meet the professional conduct admission criteria, and live in a participating country. The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.

After meeting the enrollment requirements, the candidate must pass all three levels of the CFA® Program in sequential order. He/she must then become a member of the CFA Institute and pay annual dues. Finally, he/she must sign off annually that he/she is following the CFA Institute Code of Ethics and Standards of Professional Conduct. Failure to adhere to the ethics and standards is grounds for possible lifetime revocation of the CFA® charter.

Independent of any other requirements for becoming a charterholder, the CFA® Program takes an average of four years for candidates to complete.

CFA® Program Curriculum Overview

The CFA® Program curriculum is offered in English only, like the exams. The curriculum is organized into three levels and each level is organized into 17–18 study sessions. Each study session includes assigned readings, learning outcome statements (LOS), and problem sets.

All exam questions are based on the content in the corresponding curriculum for that level. Each exam question is based explicitly on one or more LOS.

The CFA® Program curriculum increases in complexity as you move through the three levels.

Ethical and Professional Standards

The increase in complexity can be demonstrated with the ethical and professional standards curriculum content. This content is similar for each exam level; however, candidates are asked different types of questions:

  • Level I tests your knowledge of the ethical and professional standards.
  • Level II tests how you apply those standards to situations analysts face.
  • Level III tests how you apply the standards in a portfolio management and compliance context.
LEARNING FOCUS TOPIC FOCUS
Level I Knowledge and Comprehension Investment Tools
Level II Application and Analysis Asset Valuation
Level III Synthesis and Evaluation Portfolio Management

CFA Topic Exam Area Weights

Ethics Quant Eco FRA Accounts Corp Fin Equity Fixed Income Derivatives Alternative Invt Portfolio Mgmt Total
Level I 15 10 10 15 10 11 11 6 6 6 100
Level II 10–15 5–10 5–10 10–15 5–10 10–15 10–15 5–10 5–10 5–15 100
Level III 10–15 0 5–10 0 0 10–15 15–20 5–10 5–10 35–40 100

* These weights are intended to guide the curriculum and exam development processes. Actual exam weights may vary slightly from year to year. Please note that some topics are combined for testing purposes.

The CFA® Program Edge

Why earning a CFA® charter is smart investment in future?

  • The CFA® designation is globally recognized by employers, investment professionals, and investors.
  • It provides a passport for working within numerous investment specialties and finance companies across the globe.
  • In today’s fast-evolving global financial industry, earning the CFA® charter equips candidates with the skills required for real-world investment analysis, decision making and portfolio management skills.
  • CFA® charter and an MBA complement each other as CFA® Program focuses specifically on investment knowledge and most MBA programs cover a broad range of topics.
  • As the global marketplace becomes increasingly competitive, employers recognize the CFA® charter as a reliable way to differentiate the most qualified job applicants and the most committed employees.
  • CFA® designation is often listed as a requirement in most of the job advertisements by the finance and investment companies.

Disclaimer: CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

ICoFP's Level I CFA® Program Training

  • ICoFP’s Level 1 Prep Course for the CFA® Program
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CFA® Level I Program Full Time Training

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CFA® Level II Program Training

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CFA® Level III Program Training

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CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by International College of Financial Planning. Chartered Financial Analyst® are trademarks owned by CFA® Institute.

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