ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

Chartered Financial Analyst (CFA)

Chartered Financial Analyst (CFA)


Searching for CFA training? Then you've come to the right place!

ABTrainingCenter.com offers CFA training and CFA certification courses for those individuals interested in earning the prestigious Chartered Financial Analyst® designation.

The CFA charter, awarded by the CFA Institute, is regarded as the designation of professional excellence within the global investment community. The curriculum and examination process are intended to provide candidates with ethical standards of practice, and an in-depth understanding of investment analysis and portfolio management skills.

Click here for steps to obtain CFA® certification.


Curriculum

Individuals must complete the following required curriculum and pass the 3 Levels of examinations to earn this designation:
  • Ethical and professional standards
  • Quantitative methods for investment analysis
  • Economics
  • Financial statement analysis
  • Corporate finance
  • Analysis of equity, debt, derivative and alternative investments
  • Portfolio Management

Examination Requirements

There is an examination at the end of each Level, offered at locations throughout the world. Candidates must complete three levels of examinations sequentially. Candidates may enroll for only one examination at a time. Candidates who fail an examination are encouraged to repeat the level.

Each exam is six hours long and is split between morning and afternoon sessions. There is a two-hour lunch break at the end of the morning session.
  • Level 1 - the exam is offered two times per year, June and December, and is composed of multiple-choice questions.

  • Level 2 - the exam is offered in June only, and is composed of item-set questions.

  • Level 3 - the exam is offered only in June only, and is composed of item-set and essay questions.
Candidates must wait to receive their examination results before enrolling for the next examination because the results will determine whether a candidate must repeat the current level or advance to the next level.


Additional Requirements

Candidates must meet experience and education requirements and ethical standards, including four years of qualified, professional work experience or a combination of work and college experience that totals at least four years; plus, have a U.S. bachelor’s (or equivalent degree), OR be in the final year of a bachelor's degree program.


Ongoing Requirements

Upon receiving notification of acceptance, designees will be required to pay annual dues of $225 (may be prorated depending on month) and society dues that vary depending upon one’s local society.



Recommended Courses & Available Training Options

ABTrainingCenter.com offers multiple courses and training formats for earning the CFA designation.

Simply select either of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CFA - Chartered Financial Analyst".


Recommended Course(s): Book / Paper Format


Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing/Designations
Earn a License or Designation quickly and easily!

Select from in-person, online, or self-study options. 		Continuing Education
Find numerous CE courses to maintain your license or designation! 		Professional Development
Whether new to your field or a seasoned pro, find hundreds of courses to help your career grow...includes excellent courses for support and administrative personnel!








Need Training In Other Areas?

We offer TrainingCenters for the following industries:

Accounting, Banking, HR, Insurance, Financial Services, Real Estate, Healthcare, Vendor Directory



ABTrainingCenter.com offers CFA training and certification courses for those individuals interested in earning the prestigious Chartered Financial Analyst designation.


Feature Items
The LTC Sales System
How To Attract & Convert More Rollover IRA's
Ed Slott's IRA Success Multimedia Set
Questions Great Financial Advisors Ask (And Investors Need to Know)
Audio Review for the CFP® - 6 CD Set
Certified Annuity Specialist (CAS)
Executive Selling
Licensing/Designations
Insurance Certifications / Designations Series 65 License Certified Financial Planner (CFP)
Series 3 License Series 66 License Certified Financial Planner (CFP) Review Courses
Series 4 License Series 87 License Certified Funds Specialist (CFS)
Series 6 License Accredited Adviser in Insurance (AAI) Certified Insurance Counselor (CIC)
Series 7 License Accelerated Certificate In Financial Planning Certified Senior Advisor (CSA)
Series 9 License Accredited Investment Fiduciary (AIF) Certified Tax Specialist (CTS)
Series 10 License Accredited Investment Fiduciary Analyst (AIFA) Certified Wealth Preservation Planner (CWPP)
Series 11 License Associate In Claims (AIC) Chartered Advisor for Senior Living (CASL)
Series 14 License Associate in Commercial Underwriting (AU) Chartered Financial Analyst (CFA)
Series 23 License Associate in Fidelity and Surety Bonding (AFSB) Chartered Financial Consultant (ChFC)
Series 24 License Associate in Information Technology (AIT) Chartered Life Underwriter (CLU)
Series 26 License Associate in Insurance Accounting and Finance (AIAF) Chartered P&C Underwriter (CPCU)
Series 27 License Associate in Insurance Services (AIS) Commercial Lines Coverage Specialist (CLCS)
Series 28 License Associate in Marine Insurance Management (AMIM) Group Benefits Disability Specialist (GBDS)
Series 30 License Associate in Personal Insurance (API) Personal Lines Coverage Specialist (PLCS)
Series 31 License Associate in Premium Auditing (APA) Professional Plan Consultant (PPC)
Series 32 License Associate in Regulation and Compliance (ARC) Qualified Financial Advisor (QFA)
Series 33 License Associate in Reinsurance (ARe) Registered Employee Benefits Consultant (REBC)
Series 37 License Associate In Risk Management (ARM) Registered Financial Consultant (RFC)
Series 38 License Associate in Surplus Lines Insurance (ASLI) Registered Health Underwriter (RHU)
Series 51 License Board Certified in Estate Planning (BCE) Retirement Income Specialist (RIS)
Series 53 License Certificate in General Insurance (INS) Steps For Earning The CFA Designation
Series 55 License Certified Annuity Specialist (CAS) Steps For Earning The CFP Designation
Series 62 License Certified College Planning Specialist (CCPS)  
Series 63 License Certified Financial Divorce Practitioner (CFDP)  
Professional Development
Adjuster Continuing Education Options/Futures
ADA Disability/Leave Management Payroll
Affirmative Action / EEO ERISA PHR/SPHR Re-Certification
Arbitration/Disp Res/Mediation Ethics Professional Development
Cafeteria Plans FINRA Licensing Securites Licensing / Training
Claims Firm Element Training Retirement Plans
Certified HR Administrator FLSA / Wage & Hour Property Casualty
Claims Training FMLA Risk Management
COBRA HIPAA Workers' Compensation
Commercial Property/Casualty HR Compliance  
Compensation HSA/HRA