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To earn their CFA credentials, these professionals need to take three exams that test the fundamentals of investment tools, valuing assets, portfolio management and wealth planning. They also need ...
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
Each license path offers distinct advantages; identify the best one for you
The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
Chartered financial analyst (CFA) is a designation bestowed by the CFA Institute on financial professionals who are competent and knowledgeable financial analysts. Those who want to earn their CFA ...
A certain level of practical experience is also required before obtaining the certificate. [2] After obtaining the Certificate, Certificate-holders are required to engage in continuing education, and to file a Professional Conduct Statement (PCS) annually. Misconduct can render a certificate-holder liable to professional discipline.
A chartered financial analyst (CFA) is someone who holds a professional designation from the CFA Institute, an international association of financial professionals. CFAs primarily review ...