The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.
The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession. To learn more about the CFA charter, visit www.
High Ethical Standards The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to: Place their clients' interests ahead of their own Maintain independence and objectivity Act with integrity Maintain and improve their professional competence Disclose conflicts of interest and legal matters Global Recognition Passing the three CFA exams is a difficult feat that requires extensive study successful candidates report spending an average of hours of study per level.
Firms increasingly reflect this client preference in their hiring process. Upholding high ethical standards builds trust with clients, which is crucial to retaining business and attracting new clients. With the evolving market landscape, there is also an increased focus on ESG environmental, social and governance investment principles.
CFA charterholders are well positioned to lead in this area of socially responsible investing. Diversity helps companies attract top talent, improve customer experience, employee satisfaction and decision making overall. Here is where the CFA designation would prove useful — it provides a global, uniform means to measure all candidates regardless of country, background, gender or ethnicity.
In an era where recruiting the right talent remains a challenge, upskilling existing workforce may be a lower risk, more cost efficient strategy to adapt to changes in the fast-paced financial sector. Many leading institutions in the investment management profession pay for or reimburse their employees for CFA programs. Supporting employees enrolment into the CFA Program can be beneficial for employers because:. Accessed Oct. Financial Advisor Careers. Career Advice. Your Privacy Rights. To change or withdraw your consent choices for Investopedia.
At any time, you can update your settings through the "EU Privacy" link at the bottom of any page. These choices will be signaled globally to our partners and will not affect browsing data. We and our partners process data to: Actively scan device characteristics for identification. I Accept Show Purposes. Your Money. Personal Finance. Your Practice. Popular Courses. To become a charter holder, candidates must pass three difficult exams, have a bachelors degree, and have at least four years of relevant professional experience.
As of currently in , there are more than , CFA chartholders worldwide in countries and regions. The designation is handed out by the CFA Institute, which has nine offices worldwide and local member societies. Article Sources. Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. We also reference original research from other reputable publishers where appropriate.
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