How to Become a 

Chartered Financial Analyst

We will guide you through step-by-step stages of becoming a 

Chartered Financial Analyst

Chartered Financial Analyst

The CFA charter is offered by the CFA Institute to finance and investment professionals. The certification is often considered to be one of the most prestigious ones in the field of finance globally. If you want to enter into the world of finance like equity research, IB analyst, risk management, then taking CFA exam would provide big credibility to your profile.

"We will guide you through step-by-step stages of becoming a Chartered Financial Analyst" 

Steps to Become a CFA

There is a 3 step process to become a Chartered Financial Analyst:

  • Enter the CFA Program
  • Pass the three levels of Exam
  • Get CFA institute membership

Enter the CFA Program

To enroll for the CFA Program and register for your first level of exam, you must have one of the following criteria:

Work Experience: Four years of Professional work experience

Combination of Education and Experience: 4 years of total experience combination of education and work

Pass three levels of CFA Exam

CFA exams are world known finest finance exams, which test you on your core financial and technical knowledge. To get CFA charter, you have to pass the all the levels of CFA exam such as;

  • Level 1
  • Level 2
  • Level 3

CFA Curriculum

1) Ethics & Professional Standards
2) Quantitative Methods
3) Economics
4) Financial Reporting & Analysis
5) Corporate Finance
6) Equity Investments
7) Fixed Income
8) Derivative Investments
9) Alternative Investments
10) Portfolio Management & Wealth Management

Membership process to become CFA

One of the most important part to become CFA® charter holder is to get membership of CFA® Institute. The CFA® Institute offers two categories of membership, namely, regular and affiliate.

Regular Membership: The CFA candidates who enroll for the CFA program and pass CFA Level 1 exam must submit a regular membership application.

Affiliate Membership: The affiliate membership application should be submitted by those who are investment professionals.

The benefits of an affiliate membership and regular membership are same, but the affiliate members cannot be awarded a CFA Charter and may not cast their votes on CFA institute Proxies. Society membership is must to become an affiliate member of the CFA Institute.

To know more about CFA Courses

Visit - https://www.cfainstitute.org/

Explore Our Online Courses For CFA Students

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CA N Raja
A Chartered Accountant with tonnes of passion for teaching.

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