What is the CFA Designation?

The Chartered Financial Analyst (CFA) designation is a globally recognized credential for investment and finance professionals.

In the following CFA guide, we’ll delve into why there are polarizing views on the CFA program and who benefits the most from the designation.

We’ll also discuss in detail what to expect on the CFA exams, as well as address the program changes post-2021 from the implications of the COVID-19 pandemic.

Chartered Financial Analyst (CFA): Certification Introduction

The Chartered Financial Analyst (CFA) charter, offered by the CFA Institute, is a globally-recognized designation earned by individuals that passed the CFA exams and fulfilled the necessary work experience criteria.

The CFA Program comprises a series of three exams, rigorously testing knowledge in investment tools, asset valuation, portfolio management, and wealth planning. This program is often pursued by professionals with backgrounds in finance, accounting, economics, or business. After completing the program and meeting additional requirements set by the CFA Institute, successful candidates are granted the CFA designation. This designation recognizes their qualification for high-level roles in various fields, including investment management, risk management, and asset management.

Before we delve deeper into the CFA program, we suggest reviewing our infographic on the numerous career paths in corporate finance to make an informed decision on whether to pursue the CFA designation: