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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.
The analyst program includes 7 optional prerequisites to review the fundamentals, 11 core courses to build a foundation in financial modeling and valuation, plus a minimum of 3 elective courses that allow more focus on specific topics and skills (14 required courses in total).
The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.
In 1959, the NFFAS Board of Directors approved the establishment of the Institute of Chartered Financial Analysts (ICFA), which was incorporated in 1962. [8] NFFAS changed its name to the Financial Analysts Federation (FAF) in 1961. [8] In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the ...
The Certified Financial Technician (CFTe) [17] is a designation in technical analysis offered by the International Federation of Technical Analysts (IFTA). [18] It comprises two sequential examinations, usually completed over two years; to register candidates require a bachelor's degree and three years' relevant experience .
A financial analyst is a professional [1] undertaking financial analysis for external or internal clients as a core feature of the job. [2] [3] ...
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In 2013 ownership of the Institute was transferred to a Pearson company, the Financial Times Group. The Institute's head office is based in Manhattan New York. It teaches a curriculum of professional workplace skills-training in over 120 different financial training courses and offers its own qualifications and Professional Certificates.
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