CFA Designation

First introduced in 1963, the Chartered Financial Analyst designation, or CFA charter, has become the most respected and recognized investment credential in the world.

Quick Facts
Nearly 90,000 CFA charterholders work in over 130 countries;
Over 100 universities use parts of the curriculum in their courses;
Numerous regulators accept the CFA charter as a proxy for many licensing requirements; and
Global media recognition of the CFA charter and CFA Institute events.

Regulatory bodies in many countries require investment professionals to pass one or more levels of the CFA Program to practice in their jurisdictions. Some even recognize the designation as a proxy for meeting certain licensing requirements.

The CFA Program reflects a broad Candidate Body of KnowledgeTM (CBOK) developed and continuously updated by active practitioners to ensure that charterholders possess knowledge grounded in the real world of today’s global investment industry.

To earn a CFA charter, you must have four years of qualified investment work experience, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct on an annual basis, apply for membership to a local CFA member society, and complete the CFA Program.

The CFA Program is organized into three levels, each culminating in a six-hour exam. Completing the Program takes most candidates between two and five years (there is no limit to the number of times you can take each exam), but you can take as long as you need to complete the program.