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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.
In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded. [9] [10] The following year, all 3 levels of the exam were administered to more than 1,700 candidates. [8]
A financial analyst is a professional [1] undertaking financial analysis for external or internal clients as a core feature of the job. [2] [3] [4] [5] The role may ...
Chief analytics officer (CAO) is a job title for the senior manager responsible for the analysis of data within an organization, such as a listed company or an educational institution. The CAO often reports to the chief executive officer .
The Chartered Financial Analyst (CFA) program was first delivered through AIMR (today's CFA Institute) in the USA, and later in India with the partnership of the then Institute of Certified Financial Analysts of India (ICFAI). Note that ICFAI is not affiliated with the CFA Institute and both the institutes have broken their partnership and are ...
A team of analysts and researchers are ultimately responsible for establishing an investment strategy, selecting appropriate investments, and allocating each investment properly for a fund or asset management vehicle. [11] [12] In the case of mutual and exchange-traded funds (ETFs), there are two forms of portfolio management: passive and active.
1. The Certified European Financial Analyst Diploma (CEFA) was set up in 1991. Since its introduction, the CEFA diploma has become one of the most respected and recognized professional credentials in the world, known as the “gold standard” among financial industry professionals in Europe.
The project controller is a key member of the project team and works directly with the project manager to help define the project's goals and objectives; create and maintain a project's budget and schedule, analyze progress reported against the work schedules; and recommend actions to improve progress. In order to ensure accurate documentation ...
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