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 Candidates

The CFA Program

First introduced in 1963, the Chartered Financial Analyst designation, or CFA charter, has become the most respected and recognized investment credential in the world.

To earn a CFA charter, you must have four years of qualified investment work experience, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct on an annual basis, apply for membership to a local CFA member society, and complete the CFA Program.

The CFA Program is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years (there is no limit to the number of times you can take each exam), but you can take as long as you need to complete the program.

Review the CFA Program enrollment and exam registration deadlines, view the CFA exam fee schedule, and get started.

CFA Prep Providers

All candidates differ in their preparation methods, finding varying levels of success with online courses, live courses, text book study, outlines, etc. We encourage candidates to talk to CFA Charter Holders about their success, but to select a method and provider that matches their own study habits.

CFA Institute has partnered with a number of prep providers under their Prep Provider Guidelines Program. This voluntary program was established by CFA Institute so that providers who develop content for CFA Program prep programs, products, and services can improve their educational messages for candidates.

Please follow link for a list of Participating Providers

Live Instruction in Hartford

Stalla offers a hybrid course in Hartford providing a mix of online and live courses. Follow the link to learn more.

 CFA Institute Disclaimer

CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by this Society or verify or endorse the pass rates claimed by this Society.  The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.

 CFA Society Hartford New Charterholders

CFA Society Hartford congratulates new charterholders each year with a luncheon honoring their accomplishment.  To find out about last year's function please visit AnnualNewChartholdersCeremony.

 ‭(Hidden)‬ CFA Preparation

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA exam preparation and review opportunities.  Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics, such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation, and portfolio management. Participation in an organized program can complement the self-study design of the CFA Program.