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 Overview

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is divided into three levels of curriculum and exams designed specifically for the Investment Management Industry.

The CFA® Program provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills. Charterholders enjoy a mark of distinction and career advantages throughout the world.

Charterholders represent a powerful global network of top industry professionals recognized for their commitment to ethics and professionalism.

Our society supports local CFA® Program candidates through various events and activities and presents a valuable opportunity to connect to existing Charterholders and members.

CFA®(Chartered Financial Analyst)课程是一项全球范围内广受认可的专业证书课程,旨在帮助考生建立先进投资与证券分析的知识基础,掌握投资组合管理实操技能,提升职业发展的竞争力。

 The Mission

The mission of CFA Society Beijing is to promote the highest ethical, educational and professional standards in mainland China financial service industry; to add value to members by offering various member services and promoting CFA designation; and to facilitate understanding and cooperation among members, practitioners, regulators and CFA Institute.

 The key strategic objectives of the Society are:

  • To promote the highest ethical, educational and professional standards in mainland China financial service industry, through advocacy efforts, ethics training and other educational programs;
  • To create and deliver membership value by providing continuing education, social networking and career development services, and to promote recognition of CFA designation in mainland China;
  • To contribute to the global investment community by facilitating international cooperation with CFA Institute, other member societies and financial industry in local market;
  • To achieve high society service standards and enhance member experience by building a solid foundation of society governance, and strong execution capacity of staff office and volunteers.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.