CFA Society Nebraska

A Member of the CFA Institute Global Network of Societies


CFA Institute offers investment industry educational programs that are recognized and respected around the world. See which one best fits your career goals.​ See the below chart for the comparison, or try the career quiz​.

 Program Comparison

​​ CFA® Program CIPM® Program CFA Institute Investment F​oundations™
​Who is it for?​ ​Portfolio and wealth managers, investment and research analysts, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession​. ​Portfolio managers, investment consultants, financial advisors, sales & client service professionals, and other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients. ​Anyone who works with or supports investment decision-makers in the investment management ​profession.
How long does it take? ​Approximately 4 years to complete 3 exams (Level I, II, and III). ​A minimum of one year. ​Up to 6 mo​nt​hs to prepare for 1 exam.
Are there prerequisites? ​Yes, you must have ONE of the following:
  • Bachelor’s (or equivalent) degree (or be in the final year of bachelor’s degree program)
  • 4 years of professional work experience
  • A combination of professional work and university experience that totals at least 4 years​
​No ​No​
How do I earn the designation/certificate?
  • ​​Successfully pass the 3 exams
  • Have 4 years of professional work experience in the investment decision-making process (accrued before, during, or after passing the exams)
  • Join CFA Institute as a regular member
  • ​​​​Successfully pass the two exams ​(Principles & Expert)
  • Have two years of specific professional experience in investment performance-related activities of four years in the investment​ decision making process.
  • Join the CIPM Association
​Successfully pass the exam.