Chartered Financial Analyst

What is it?

The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the American-based CFA Institute to investment and financial professionals.

Who takes CFA Exam?

Anybody can take CFA Exam who is interested to start their career in Banking, Investment, Stock market, Financial Management Firm and many other related industries. You can take the exam as long as you : Have a bachelor's (or equivalent) degree, or be in the final year of your bachelor's degree at the time of registration, or have four years of qualified, professional work experience or a combination of work/college experience that totals four years.

Pattern of CFA Exam:

There are three exams ("levels") that test the academic portion of the CFA program. All three levels emphasize the subject of ethics. The material differences among the exams are:

  • The Level I study program emphasizes tools and inputs, and includes an introduction to asset valuation, financial reporting and analysis, and portfolio-management techniques
  • The Level II study program emphasizes asset valuation, and includes applications of the tools and inputs (including economics, financial reporting and analysis, and quantitative methods) in asset valuation.
  • The Level III study program emphasizes portfolio management, and includes descriptions of strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments for individuals and institutions.

Career paths of CFA charter holders:

Typical designations of CFA Charter Holders:

CEO, CFO, SVP-Research, Fund Manager, Portfolio Manager, VP-Investment Banking and many more.