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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 Books, CDs, and DVDs


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