About CFA (CHARTERED FINANCIAL ANALYST)

Target Audience

  • Candidates for the CFA Program include students entering the investment field, professionals increasing their expertise and marketability, and people making a career change into the investment profession from other disciplines. Source cfainstitute.org

Pre-Requisites

  • Minimum Eligibility: The candidate should be in Final Year of graduation to pursue CFA Level I Exam
  • To get the charter: Three years of qualified, professional work experience, in addition to passing the CFA level I, II and III

Benefits of CFA® Charter

  • Global recognition – the most widely known & respected investment credential in the world.
  • Career Advantage – Employers recognize the CFA® Charter as the definitive standard by which to measure the competence, integrity, & dedication of serious investment professionals.
  • Practical Skills - The CFA® Program focuses on practical knowledge & current real world skills necessary in the global investment management profession.
  • Networking – Access to network of more than 90,000 Charterholders practicing in more than 100 countries around the world.

India/ Asia perspective

  • Designation widely recognized across Asia (Singapore/ HK/ Dubai/ etc.)
  • Growing candidate body in India fueled by the rapid entry of multinational organizations seeking to tap into India’s huge analytic talent pool.

CFA® Program Curriculum

  • The CFA® Program curriculum is drawn from a broad Candidate Body of Knowledge (CBOK) that reflects the investment professions' current theory & practice with emphasis on asset valuation & portfolio management. The CFA Program is divided into three levels, each of which builds on the preceding one and concludes with a full-day (5 hours) examination. Candidates must pass one examination before advancing to the next higher level, but may repeat an examination if they fail to pass.

CFA® Program Fees

  • Chartered Financial Analyst Levels I, II, &111 : The candidates are required to pay a onetime enrollment fee of $450. For each level (I, II &III), the examination fee is $700 - $1000. The earlier the candidate enrolls, the lower is the fee. Considering the above figures, the average fee for the program works out to be around $3000 (Rs. 2,20,000). For current/ detailed fee schedule please visit the following link: CFA Institute - Fee Schedule
CFA Brochure