ABOUT: The CFA® Certified Financial Analyst program is a prestigious credential awarded to investment professionals who demonstrate a comprehensive understanding of investment analysis, portfolio management, and ethical standards. It equips candidates with essential skills and knowledge for success in the competitive investment industry.
CERTIFICATION BODY: The CFA® certification is awarded by the CFA Institute.
LEARNING OBJECTIVE:
Level I
- Develop a strong foundation in quantitative methods, economics, and financial accounting.
- Master the valuation and analysis of equity, fixed income, and derivative securities.
- Understand portfolio management concepts and risk management principles.
- Develop a strong ethical framework for investment professionals.
Level II
- Apply quantitative methods to analyze financial data and make investment decisions.
- Deepen understanding of corporate finance, equity valuation, and fixed income analysis.
- Master portfolio management concepts, including asset allocation and risk management.
- Strengthen ethical considerations in complex investment scenarios.
Level III
- Apply investment analysis and portfolio management knowledge to real-world scenarios.
- Develop a comprehensive understanding of wealth management and client-specific needs.
- Make informed investment decisions based on ethical considerations.
- Demonstrate advanced portfolio construction and management skills.
EXAM INFORMATION:
- Conducted by: CFA® Institute
- Format: Computer-based, multiple-choice questions
- Levels: Three levels (I, II, and III) increasing in difficulty
- Exam Windows: Specific testing windows throughout the year
RE-CERTIFICATION:
- Earn 30 Continuing Professional Education (CPE) credits
- Adhere to CFA® Institute’s Professional Conduct Standards
Curriculum
- 3 Sections
- 9 Lessons
- 40 Hours
Expand all sectionsCollapse all sections
- Level I3
- 0.0Investment Strategy and Decision Making: Integrate investment analysis and portfolio management for comprehensive strategies.
- 0.1Wealth Management Focus: Address the unique needs of high-net-worth clients.
- 0.2Ethical Considerations: Reinforce the importance of professional ethics in investment practice.
- Level II3
- 1.0Foundational Knowledge: Develop a strong base in quantitative analysis, economic theory, financial accounting, and ethics.
- 1.1Investment Instruments: Gain proficiency in equity, fixed income, and derivative securities.
- 1.2Portfolio Management Basics: Understand portfolio construction, risk management, and investment performance evaluation.
- Level III3
- 2.0Investment Application: Apply quantitative tools to analyze financial data and make informed investment decisions.
- 2.1Corporate Finance Focus: Deepen knowledge of corporate finance, equity valuation, and fixed income analysis.
- 2.2Portfolio Management Refinement: Advance portfolio management skills through asset allocation and risk management.
Requirements
- Bachelor’s Degree: Must have a bachelor’s degree or be in the final year of undergraduate study.
- Work Experience: At least four years of relevant professional experience.
- Conduct Requirements: Must meet CFA Institute's professional conduct standards.
Target audiences
- Investment professionals seeking to enhance their expertise.
- Graduates and professionals aiming for a career in finance and investment management.
- Individuals looking to achieve a globally recognized credential in investment analysis and portfolio management.