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 Overview

CFA Program

Achieve the highest distinction in the investment management profession — the Chartered Financial Analyst (CFA®) designation. As a CFA charterholder, you will join over 167,000 professionals recognized globally for their commitment to ethics and professionalism.

Earn the Industry Leading Designation

  • certificate icon Secure a Successful Career

    Kickstart your career with the skills needed to excel at all stages of your investment profession.

  • star icon Gain a Strong Ethical Foundation

    Gain the confidence and clarity in navigating ethical issues within the investment management industry.

  • Acclaim Icon Earn Waivers and Industry Acclaim

    Earn recognition and waivers from regulatory agencies, graduate programs, and other organizations.

  • graduation cap icon Expand Your Knowledge

    Our rigorous curriculum equips you for complex investment decisions and real-world scenarios.

  • globe icon Join a Global Community

    Connect with our prestigious group of investment professionals from around the world.

  • Access Support Icon Access Expert Support

    Gain access to career resources, guides, thought leadership, and other educational support.

Real Return on Investment

Nalin Moniz Testimonial

Open new doors, join the ambitious CFA Program candidates pursuing rich careers in investment analysis and portfolio management.

CFA Program helped me bridge the gap between academic and real-world finance and helped hone my analytical abilities.

Nalin Moniz, CFA, Chief Investment Officer, Alternative Equity at Edelweiss Global Asset Management

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How to Become a CFA Charterholder

  1. Pass CFA Exams
    CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement to obtain the CFA charter. 
  2. Achieve Qualified Work Experience
    Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.
  3. Submit Reference Letters
    In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character. 
  4. Apply to Become a Charterholder
    Apply to become a regular member of CFA Institute. Once your application is approved and you have joined CFA Institute, you will have earned the CFA charter.

CFA Program

Demonstrate your mastery of the investment analysis and decision-making skills most needed for a competitive career in the global investment management profession. The Chartered Financial Analyst® (CFA) credential is the professional standard of choice for more than 31,000 investment firms worldwide. When hiring leading firms demand investment professionals with real-world analytical skills, technical competence, and the highest professional standards, often requiring the CFA credential for consideration.

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 CFA® Program

Learn more from CFA Institute about the CFA designation and its significance.

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