I. Introduction

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst (CFA). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.

The CFA charter gives you expertise and real-world skills in investment analysis. Join more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism.

The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

II. CFA Program Benefits

1. Value in an Evolving Industry

As a globally recognized credential in the investment management profession, earning the CFA charter demonstrates to employers that you have the knowledge and commitment to thrive in today’s complex and evolving investment industry. The CFA® designation is a mark of distinction, and investment firms know it represents a higher standard.

2. Relevant in a Variety of Career Paths

CFA charterholders occupy a range of investment decision-making roles, typically as a research analyst or portfolio manager. CFA charterholders go on to enjoy lifelong careers in asset and wealth management, investment banking, commercial banking, and consulting, alongside a diverse range of career paths in and outside the industry.

3. Demonstrating Your Expansive Knowledge and Skills

Designed with your future in mind, the CFA Program provides a strong foundation in advanced investment analysis and real-world portfolio management skills. Ongoing input from industry experts ensures that the curriculum remains relevant and prepares charterholders to enter today’s market

III. Registering for your CFA exam

Step 1: Enroll in the CFA exam through the CFA website: www.cfainstitute.org.

Step 2: After you complete the registration process and your payment is processed, you will see the “schedule your exam” option in your CFA Program tile. This will take you to the Prometric scheduling tool where you will be presented with available testing centers with dates and times. You must complete this step by the scheduling deadline. If you do not receive a confirmed date and time, you are not yet successfully scheduled for an exam.

IV. Computer-Based Exam Information