What is a CFA charterholder?CFA Logo

The Chartered Financial Analyst (CFA) designation is an international professional certificate offered by the CFA Institute. In order to qualify, candidates must meet standards for examination, education, experience, and ethics. First, candidates must possess a bachelor’s degree from an accredited school. Second, candidates must have completed four years of qualified professional work experience, generally related to evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process. Third, candidates must pass a series of three six-hour exams that cover ethics, quantitative methods, economics, corporate finance, financial reporting, security analysis, and portfolio management. Finally, candidates must join the CFA Institute, meet, and continue to adhere to a strict Code of Ethics and Standards governing their professional conduct, as reviewed by the CFA Institute.

More information can be found at the CFA Institute Website.

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