Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment professionals.
Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.
Our society, CFA Society Greece, encourages investment professionals to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Most of our members hold the esteemed CFA designation.
CFA Program
The CFA Program includes a series of three exams; Levels I, II, and III. The exams:
The curriculum is organized into ten general topic areas that provide a framework for making investment decisions:
I. ETHICAL AND PROFESSIONAL STANDARDS II. QUANTITATIVE METHODS III. ECONOMICS IV. FINANCIAL REPORTING AND ANALYSIS V. CORPORATE FINANCE VI. EQUITY INVESTMENTS VII. FIXED-INCOME INVESTMENTS VIII. DERIVATIVES IX. ALTERNATIVE INVESTMENTS X. PORTFOLIO MANAGEMENT AND WEALTH PLANNING
I. ETHICAL AND PROFESSIONAL STANDARDS
II. QUANTITATIVE METHODS
III. ECONOMICS
IV. FINANCIAL REPORTING AND ANALYSIS
V. CORPORATE FINANCE
VI. EQUITY INVESTMENTS
VII. FIXED-INCOME INVESTMENTS
VIII. DERIVATIVES
IX. ALTERNATIVE INVESTMENTS
X. PORTFOLIO MANAGEMENT AND WEALTH PLANNING
How Long Does it Take?
Regular activities organized by the Training & Scholarships Committeesof CFA Society Greece
Activity
Announcement expected in
CFA Institute Society Scholarships Program
March - April
CFA Society Greece Review Course complementing the candidates’ preparation
October
Practice Exam in collaboration with the Boston Security Analysts Society (BSAS)
May
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