Chartered Financial Analyst® (CFA)

The CFA charter is one of the well-respected designations in finance and is broadly considered to be the gold standard in the pitch of investment analysis.

The designation is handed out by the CFA Institute, which the charge to promote and cultivate a high level of educational, ethical, and professional standards in the investment industry.

The charter is recognized worldwide by employers and clients as a sign of the highest ethical and professional competence. The program is designed by practicing investment managers and analysts as a global professional standard.

To become a charter holder, candidates must pass three difficult exams, have a bachelor’s degree, and have at least four years of relevant professional experience. Passing the CFA Program exams requires strong discipline and an extensive amount of studying.

Course Outline:

Level I : Tools

• Tools and concepts that apply to investment valuation and portfolio management
• Basic concepts regarding asset classes, securities and markets
• CFA Institute Code of Ethics and Standards of Professional Conduct

Level II : Asset Valuation

• Application of tools and concepts of investment valuation
• Industry and company analysis
• Analysis of investment vehicles and instruments
• CFA Institute Code of Ethics and Standards of Professional Conduct

Level III Portfolio Management

• Management of institutional and individual portfolios
• Management of specific asset class portfolios
• CFA Institute Code of Ethics and Standards of Professional Conduct