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Chartered Financial Analyst (CFA)

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Earn Your CFA Designation

Searching for CFA training? Then you've come to the right place! offers CFA training and CFA certification courses for those individuals interested in earning the prestigious Chartered Financial Analyst designation.

What Is A CFA?

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.

What Does A Chartered Financial Analyst Do?

Chartered Financial Analysts typically:
  • Offer portfolio management and investment advice to organizations
  • Are a Financial Analyst or a Research Analyst
  • Often become an Investment Banker, Portfolio Manager, or Chief Investment Officer at an investment firm or public company
  • Provide financial planning for high net-worth individuals
The Curriculum

The CFA designation tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The program contains three levels of curriculum, each with its own exam. These cover:
  • Economics
  • Financial statement analysis
  • Corporate finance
  • Analysis of equity, debt, derivative, and alternative investments
  • Quantitative methods for investment analysis
  • Portfolio Management
  • Ethical and professional standards
Passing the exam for all three levels is a requirement to obtain the CFA certification.

Recommended Courses & Available Training Options 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".

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More About The CFA Certification

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 in June of each year, 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.

CFA Institute does not endorse, promote or warrant the accuracy or quality of Agent Broker Training Center. CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

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