Chartered Financial Analyst (CFA) Awarded by CFA Institution

First awarded in 1963, the CFA^® charter has become the designation of professional excellence within the global investment community. Around the world, employers and investors recognise the CFA^® designation as the definitive standard for measuring competence and integrity within the profession of investment management. Those who earn the right to use the CFA^® charter demonstrate a commitment to lifelong learning that is essential to providing the high-quality service that today's investment industry demands.

Duration

Applicants pay an initial registration fee upon entering the CFA^® Program. In addition to the initial registration fee, applicants are required to pay an enrollment fee for each CFA examination. New CFA registrants pay both the registration and enrollment fees. Returning CFA candidates pay only the enrollment fee. There is no longer a seven year limit on exam registration.

Entry Requirements

• a U.S. bachelor's degree or the equivalent, OR be in the final year of a bachelor's degree program
• Complete, sign, and return the Registration & Enrollment Form for the current year; together with the required fees;
• Complete, sign, and return a Professional Conduct Inquiry and Candidate Responsibility Statement

Fees

Regulations

The CFA^® Program is divided into three levels, each culminating in an examination. Students may sit for only one CFA examination each year (students may sit for the Level I exam in June or December), and must pass each level sequentially, and fulfill other requirements of the program before earning the right to use the CFA^® charter. In general, each level of the CFA Program requires a minimum of 250 hours of preparation, although the time varies from candidate to candidate based on familiarity with the material. CFA Level I of the program - which includes a multiple-choice examination - focuses on the tools and concepts of investment valuation and portfolio management. CFA Level II exam consists of item sets and CFA Level III consists of a combination of item sets and essay questions.

Examinations

CFA examinations are held annually in June for Levels II and III, and twice a year for Level I in June/December

Exemptions

No exemptions are given by CFA Institute irrespective of qualifications held. For appeals regarding this, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Course Contents and Examination Style

Requirements for Obtaining CFA^® Designation

• Successful completion of three sequential examinations - Levels I, II, III
• Completion of 48 months or 4 years of acceptable professional work experience in areas that directly pertain to the financial decision making process
• Compliance with the Code of Ethics and Standards of Professional Conduct
• Membership in CFA Institute

Career Opportunities

This is a professional qualification related to finance. Financial analysts are involved in the process of securities analysis, investment and risk management, investment banking and financial analysis.

FTMSGlobal CFA^® Classroom Courses

The following CFA classroom courses are available at FTMSGlobal Academy:

CFA^® Premier:

(Jan & July intakes)
(Jan intake)

Intensive Revision:

(Level I - May & November)
(Level II & Level III - May)

Watch the video, "Why I chose the CFA Designation"

CFA^® Disclaimer: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by FTMSGlobal. CFA Institute, CFA^® and Chartered Financial Analyst^® are trademarks owned by CFA Institute.

Information provided above is correct at the time of publishing. For latest information, please visit www.cfainstitute.org