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Finance & Accounting

Chartered Financial Analyst (CFA)

The Chartered Financial Analyst (CFA) charter from CFA Institute is one of the most demanding qualifications in investment management. It shows rigorous command of ethics, financial reporting, economics, quantitative methods, valuation and portfolio management, and it is held by analysts, portfolio managers, investment bankers and risk and treasury professionals.

Exams: CFA Level I · CFA Level II · CFA Level III4 coursesValid for: Annual membership
Overview

To earn the charter you pass three exams in sequence, Level I, Level II and Level III, gain the qualifying work experience CFA Institute requires and become a member. Our preparation courses take you through each level's curriculum with structured reviews, practice questions and mock exams, and help you build a realistic study plan for a programme that rewards steady, disciplined work.

Your path to certification

Your path to certification

Prepare

Start from where you are; we help you assess your level.

Train

4 courses with an instructor

Sit the exam

CFA Level I · CFA Level II · CFA Level III

Stay current

Using the charter requires active CFA Institute membership, renewed each year with dues and a professional conduct statement.

Where you sit the exam

Where do you sit the exam? Awarding body's venue

CFA exams are delivered by Prometric only at test sites chosen by CFA Institute, not at our centre. We prepare you, help you register and help you choose the nearest approved site.

All the exams we deliver →

Training

Preparation courses

Stay current

Renewal and validity

Once awarded, the right to use the CFA designation depends on staying a member of CFA Institute: paying annual dues and submitting a professional conduct statement each year. CFA Institute also encourages continuing education. Check CFA Institute's current membership policy before your renewal, because requirements change.

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