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 What is the CFA Program?

The Chartered Financial Analyst® (CFA®) Program, administered by CFA Institute, is a self-study curriculum and examination program for investment management professionals. 

Established in 1962, the CFA Program​ allows investment professionals to earn the CFA​ charter, the most highly respected credential in the investment management profession.​ By providing a solid foundation of practical portfolio management skills and investment analysis​, the CFA​ charter designation opens doors for advancement within the investment profession. It communicates to clients, employers and other investment professionals that the charterholder mastered a ​​demanding curriculm and is committed to upholding the highest ethical standards. 

CFA Society San Diego actively promotes earning the CFA charter and supports current and future CFA candidates by offering CFA Level I and II prep courses through the year, as well as numerous networking opportunities to meet and learn from local CFA® professionals.

 Why choose the CFA Program?

  • Curriculum equips candidates with important skills and advanced concepts that will be used throughout his/her investment career
  • Online format allows candidates the flexibility and autonomy to study at his/her own pace, making it easier to work while completing the program
  • ​CFA credential shows clients and employers that the charterholder has mastered a broad range of real-world portfolio management and investment analysis skills​​​​​

 What are the requirements to enroll?

Qualified candidates 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​

 How do I earn the CFA designation?

Qualified charterholders must:

  • 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​​​​

 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

 Learn More...

Download the fa​ct card​ to learn more about the topics covered, steps to earn the charter, and types of careers it prepares you for. 

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