Why the CFA Program Is Right for You?

As an aspiring or practicing investment professional, you need the knowledge and skills to thrive in a highly competitive industry. The CFA Program is designed to equip you with the kind of expertise and real-world skills in investment analysis that will help you advance your career. Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the CFA Program offers a way to move forward and achieve your professional goals.

What Is a CFA Charter?

A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

Why Choose a Career in Investment Management?

Firms and professionals in the investment management industry are stewards of capital – they help clients make investment decisions, invest their money, and provide services to enhance financial markets. The scope of these services can include trading, asset management – constructing and managing investment portfolios and funds – and regulation of these systems. Enrolling in the CFA Program and earning the CFA charter prepares and positions you for a variety of career paths in the investment management industry.

Career Paths and Jobs for CFA® Charterholders

Widely considered the apex for professional development in investment management, the CFA designation is valued by employers for roles and functions in every sector of the global finance industry, including portfolio management, analysis, private wealth, and consulting. But the CFA charter also equips professionals with the versatility to take their career paths in different directions.