Resource Centre

CFA Program Resources


CFA Program Factsheet 2025

The Chartered Financial Analyst (CFA®) Program helps you capitalize on your strengths, supercharging your education and work experience into a designation that will tell the world you have the skills necessary to compete and excel in today’s complex and evolving investment industry. The CFA charter is the gold standard for the investment industry.

Charterholders enjoy a mark of distinction throughout the world. CFA Program provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills giving you a career advantage that you will use at all stages of your career. This globally recognized and respected credential is held by more than 200,000 professionals across 160 markets.

CFA Program Overview 2025 Brochure

The Chartered Financial Analyst (CFA®) Program is designed to equip candidates with the knowledge and skills necessary to compete and excel in today’s complex and evolving investment industry. It is a self-study, three-level exam that tests the fundamentals of investment tools, company valuation, portfolio management, and wealth planning.

Whether an individual is an aspiring or practicing investment professional, the CFA Program offers a way to move forward and achieve professional goals. The curriculum is developed by CFA Institute, one of the world’s leading associations of investment professionals.

CFA Programs, Certificates and Courses Brochure 

CFA Institute provides investment professionals learning options for accessible and relevant courses and certificates to master skills for every stage of their career.

CFA Institute provides aspiring and practicing investment professionals with the knowledge and skills needed to thrive in a highly competitive industry. The programs are designed to equip you with the expertise and real-world skills you need to advance your career.

How to Earn the CFA Charter

Program helps you capitalize on your strengths, supercharging your education and work experience into a designation that will tell the world you have the skills necessary to compete and excel in today’s complex and evolving investment industry. The CFA charter is the gold standard for the investment industry. Charterholders enjoy a mark of distinction throughout the world.

CFA Program provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills for a career advantage that you will use at all stages of your career. This globally recognized and respected credential is held by more than 190,000 professionals across 160 markets.

Practical Skills Modules

(PSM) use a combination of videos, multiple-choice questions, guided practice and case studies. They Provide you with on-the-job applications of the curriculum.

How it works

  • You must complete one PSM at each level in order to receive your exam result.
  • Each PSM takes about 10-20 hours to complete.
  • They will not be examined in the CFA exam

Member Resources


CFA PL Certificates and Courses Portfolio Jan24

University Resources


CFA Institute 2024- University Billing Program

A streamlined process for supporting your student’s development.

Qualify for discounted rates.* Simplify the payment process. Track student’s progress.

The University Billing Program is a service for universities that wish to offer their students funded access to CFA Institute learning solutions. Universities receive a monthly tracking report featuring the students’ names, progress in the CFA Program, certificates or courses, and scheduled dates and scores for the final assessment when applicable. Universities will receive a monthly invoice for students registering for CFA Institute learning solutions.

University Sudent Flyer

The CFA Program provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills for a career advantage that you will use at all stages of your career. CFA Institute has recently changed eligibility for entering the CFA Program, giving you the chance to capitalize on your strengths and boost your education. With two years or fewer left in your undergraduate program, you are now eligible to apply.

You’ll discover valuable insights into what a typical career in the investment management industry looks like. Additionally, you can explore all the latest exciting developments to the CFA Program by visiting the same page.

Student Club Resource Pack 1 May 2024

Accelerate your Career in Finance

Learn More About Student Finance Club


Click here to learn more about student finance club