The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behaviour. CFA Institute determines the curriculum, administers the exam, and awards the charter.
The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behaviour. CFA Institute determines the curriculum, administers the exam, and awards the charter. Known as the “gold standard” amongst financial industry professionals, the CFA charter is recognized as a significant benchmark within the financial community.
A quote from The Financial Times reads: “Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.”
The CFA Institute describes its program as a “globally recognised, graduate level curriculum that links theory and practice with real-world investment analysis and portfolio management skills.” The program focuses on portfolio management, asset valuation, financial reporting and corporate finance.
The CFA Program consists of a series of three examinations (Levels I, II, and III). The Level I exam is offered four times per year, and the Level II and III exams twice a year.
The entrance requirement for the CFA Program is a bachelor’s (or equivalent) degree, or be in the final year of your bachelor’s (or equivalent) degree, or have four years of work experience (does not have to be investment related).
Financial Training Solutions was founded by Tim Davies and Colin Froneman. Level I CFA® Program training at FTS is conducted by Tim Davies, CFA. Tim also lectures five Level II topics. Tim has a Bachelor of Commerce degree from the University of the Witwatersrand, is a Certified Associate of the Institute of Bankers (CAIB SA), and is a CFA charterholder.
Tim is the co-founder and a partner of Financial Training Solutions in Johannesburg, where he conducts financial training and CFA Program courses. Apart from academia, he has experience in banking, stockbroking and portfolio management with leading global financial institutions. Tim’s previous experience includes working as Private Client Portfolio Manager for Merrill Lynch and Sanlam Private Investments.
The CFA ® program is designed to empower professionals, undergraduate and graduate students who seek a career in wealth management, financial planning and investment management.
Achieve the highest distinction in the investment management profession – the CFA® designation. The Chartered Financial Analyst® (CFA) credential is held by over 150,000 professionals around the world.
This is the first of three exams offered by the CFA. Students will need to complete all three to become a CFA charter holder. Level I examinations have always focused primarily on testing investment tools and concepts that apply to investment valuation and management.
The program focuses on portfolio management, asset valuation, financial reporting and corporate finance. The CFA Program consists of a series of three examinations.
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