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CFA Program Fact sheet

Download the factsheet for a summarised version of information on the CFA Program

 - click here​

Information Session webinar - click here

 About the Curriculum

CFA Society South Africa is an affiliate of CFA Institute (USA). In our mission to promote global-best-practice, CFA Society South Africa supports the CFA Code of Conduct & Standards of Practice and the Chartered Financial Analyst (CFA) program.

CFA Curriculum:

    • Self-study, distance learning
    • Rigorous curriculum
    • Broad range of topics
    • Highest ethical standards
    • 18 study sessions delivered in CFA Institute produced custom curriculum.
    • Learning outcome statements (LOS): "The candidate should be able to…"
    • Each LOS indicate type of learning expected: "discuss, calculate, contrast"
    • CFA Institute updates the curriculum each year
    • mastering LOS is a proven study approach.


Exams Offered:

  • Level I Exam (December 2020 - last paper written exam / February, May, August and November) - Computer based
  • Level II & III Exam (June)

What will you learn?
The curriculum is organized into 10 general topic areas that provide a framework for making investment decisions

    • Ethical and Professional Standards
    • Quantitative Methods
    • Economics
    • Financial Reporting and Analysis
    • Corporate Finance
    • Equity Investments
    • Fixed-Income Investments
    • Derivatives
    • Alternative Investments
    • Portfolio Management and Wealth Planning