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CERTIFICATE

CFA® – CHARTERED FINANCIAL ANALYST®

The CFA® Program is a globally respected pathway to earning the Chartered Financial Analyst® (CFA®) designation—the gold standard in investment management education.

Designed to build deep expertise in investment analysis and real-world financial decision-making, the program prepares professionals to succeed in a highly competitive and evolving global finance industry.

The CFA Qualification Process

The CFA Program consists of three sequential exams—Levels I, II, and III. Candidates must successfully complete all three levels, along with practical skills modules, to demonstrate mastery of investment analysis and portfolio management.

Candidates must accumulate 4,000 hours of relevant professional experience. This experience must involve investment decision-making or contribute directly to the investment process. Work experience may be completed before, during, or after participation in the CFA Program.

To earn the Chartered Financial Analyst designation, candidates must become regular members of CFA Institute. The application requires:

  • Submission of 2–3 professional references
  • Documentation of qualifying investment-related work experience
  • Agreement to adhere to CFA Institute’s Code of Ethics and Standards of Professional Conduct

Why Become a CFA Charterholder?

  • A Mark of Professional Distinction

Demonstrate to employers and clients your advanced knowledge, ethical commitment, and ability to perform at the highest standards of the investment profession.

  • Expanded Career Opportunities

Access a broad range of roles across investment decision-making functions, including asset and wealth management, commercial banking, corporate finance, risk management, and consulting.

  • Global Recognition

Leverage the international recognition of the CFA Charter to pursue investment management careers across markets and geographies worldwide.

  • Future-Ready Skills

Stay ahead of industry change by developing analytical, ethical, and strategic skills aligned with the evolving demands of global financial markets.

  • Insights from Industry Experts

Learn practical, real-world investment skills through a curriculum developed and continuously updated by leading practitioners and academics in finance.

  • Enhanced Professional Profile

Earn a verified digital badge that can be shared across professional and social networks to showcase your achievement and credentials.

CFA Exam Dates

CFA Program exams are offered four times per year at more than 400 testing locations worldwide, providing candidates with flexibility in scheduling.

Candidates may sit for the CFA exam a maximum of two times per calendar year, subject to program rules. Exams cannot be taken in consecutive testing windows or within six months of a previous attempt, ensuring adequate preparation time between sittings.

LEVEL I

Exams are offered in February, May, August and November

Year 2026

LEVEL II

Exams are offered in May, August and November

Year 2026

LEVEL III

Exams are offered in February, and August

Year 2026

CFA Curriculum

LEVEL I

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Statement Analysis
  • Corporate Issuers
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management
LEVEL II

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Statement Analysis
  • Corporate Issuers
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management
LEVEL III

  • Asset Allocation
  • Portfolio Construction
  • Performance Measurement
  • Derivatives and Risk Management
  • Ethical and Professional Standards
  • Pathways (Portfolio Management or Private Markets or Private Wealth)