CFA ®

Chartered Financial Analyst

Achieve the highest distinction in the investment management profession with the Chartered Financial Analyst (CFA®) credential. A qualification that provides you with real-world analytical skills, technical competence and the highest professional standards for a competitive career in the global investment management profession.

Earn Your Charter

Here is the list of requirements you need to meet

Education

One of the following must be met:

• Have a bachelor’s degree or equivalent

• Be in the final year of a bachelor’s degree

• Have 4 years of relevant work experience

• Or have a combination of professional work and university experience that totals at least four years.

Experience

Must have 4 years of professional work experience in the investment decision making

process (accrued before, during, or after the CFA® Program.

Experience

Pass the three-level exam administered by CFA Institute with Level I, II and III

offered annually in February, May, August & November.

Code of Ethics & Membership

• Pledge to adhere to CFA Institute Code of Ethics and Standards of Professional Conduct

• Join CFA Institute as a regular member.

Find out if you meet these requirements.

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            Exam Overview

            To earn the CFA® Charter, you need to pass all three exam levels (Level I, Level II and Level III). Each of these exams focuses on different topics going from basic knowledge of investment tools, analysis with application of investment tools to concepts of analytic methods and much more.

            Find out more about each exam level and their key topics

            Level I

            The Level I of the exam focuses on the tools and concepts related to investment valuation and portfolio management, as well as an overview of how these processes fit within the guidelines of the CFA Institute Code of Ethics and Standards of Professional Conduct.
            Exam Format computer-based and multiple-choice
            Testing Windows February, May, August & November

            Questions- 180 equally weighted questions
            - Morning session: 90 questions
            - Afternoon session: 90 questions
            - Each session is 2 hours and 15 minutes long  

            Topic Weights Ethical and Professional Standards: 15% Quantitative Methods: 10% 
            Economics: 10% Financial Reporting Analysis: 15% Corporate Finance: 10% Equity Investments: 11% Fixed Income: 11%Derivatives: 6% Alternative Investments: 6% Portfolio Management and Wealth Planning: 6%

            Level II

            The Level II of the exam demonstrates a greater depth of understanding of the tools and techniques that were introduced in the Level I curriculum, in addition to complex analysis and focus on valuing assets within the context of the Code of Ethics and Standards of Professional Conduct. 

              Exam Format
              computer-based testing with item set or “mini cases” - each item set contains a vignette 
              Testing Windows
            May & August
              Questions
              - 21 item sets or “mini cases”
              - Morning Session: 10 item sets
              - Afternoon Session: 11 item sets
              - 18 item sets will have 6 multiple-choice questions & 3 item sets will have 4 multiple-choice questions 

            Topic WeightsEthical and Professional Standards: 10-15%
            Quantitative Methods: 5-10%Economics: 5-10%Financial Reporting Analysis: 10-15%Corporate Finance: 5-10%Equity Investments: 10-15%Fixed Income: 10-15%Derivatives: 5-10%Alternative Investments: 5-10%Portfolio Management and Wealth Planning: 10-15%

            Level III

            The Level III of the exam demonstrates a higher level of understanding of the materials tested in Levels I and II, as well as display effective knowledge of the entire portfolio management process.

            All Study Formats Are Available

            Start your CFA® prep journey with training courses and resources designed by experts to maximize the efficiency and effectiveness of your studies.

            Discover available study formats and packages! 

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            Live In-Person Classes

            Your ultimate real-life classroom experience, combining benefits of instructor-led classes with interactive feedback, the Morgan Promise and support all the way.

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            Live Online Courses

            Designed for busy professionals in mind, this format is ideal if you cannot attend classes but need the structured schedule and support that a live class provides.

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            Self-Study Packages

            Prepare at your own pace and convenience with our industry-leading tools and resources.

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            Standalone Resources

            As you prep for exam day, you may be looking for extra opportunities to review the content and hone your test skills with proven study products.

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