What is a Chartered Financial Analyst?

The internationally recognized CFA® designation demonstrates a balanced approach to investments, academic discipline, and practical experience that is unique in the investment industry. Employers know that individuals who have earned a CFA® charter have attained a superior level of professional excellence in the investment profession. Investors know that CFA® charterholders are uniquely qualified to assist them in making informed investment decisions.

Setting A Higher Standard

The CFA® Program is conducted by the CFA Institute, which maintains the rigorous CFA® standards that have existed since the Program’s inception in 1959. The designation has become recognized as a hallmark of excellence in the United States and in more than 120 countries worldwide. To be awarded a charter an individual must (a) pass three sequential examinations over a minimum of two years, (b) work in the investment profession analyzing or managing investment for at least four years, and (c) agree to abide by the CFA® Institute’s Code of Ethics and Standards of Professional Conduct, and reaffirm that commitment each year.