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Overview

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

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 encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Many of our members hold the esteemed CFA designation.

Enroll and register in the CFA Program

Read the CFA® Program Guide by CFA Institute. This guide is a digital brochure created to give professionals and firms a clear understanding of the CFA Program and its benefits for their university, firms, and students/interns alike. The guide helps institutes better understand details about the program and recognize its relevance to their goals. 


Policies and Procedures

Policies and procedures protect the integrity of CFA® Program, ensuring the exam process is fair for all candidates. It is your responsibility to read and understand all policies set forth by CFA Institute.

Click here for CFA Institute's page on Exam Policy and Procedures


Work Experience Self-Assessment

Candidates and prospective members can use the interactive work experience self-assessment to help them see whether the experience they've earned qualifies for regular membership with CFA Institute.

Click here to take the assessment by CFA Institute.





Become a Member

Click here to join CFA Institute and your local society.


CFA® Program

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


Are you a student? 

If you're planning a career in investment management, you've already heard that enrolling in the CFA Program and earning the CFA charter can play a key role in your success.

Click here for more information about the CFA Program as a student.