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Chartered Financial Analyst - Explained

What is a Chartered Financial Analyst?

Written by Jason Gordon

Updated at March 10th, 2022

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Table of Contents

What is a Chartered Financial Analyst (CFA)?

What is a Chartered Financial Analyst (CFA)? 

The Chartered Financial Analyst (CFA) is a designation awarded by the American-based CFA Institute to finance professionals with careers in Investment Banking, Equity Research, Capital Market, Portfolio Management, Corporate Finance and others.

A CFA applicant must comply with one of the following requirements:

  • Four years of professional work experience or a bachelor's degree or a combination of both in the final year of the bachelor's degree program.
  • The bachelor's degree must be completed before qualifying for the level II test for undergraduate qualification.
  • Have an international passport
  • Complete assessment in English
  • Live in a participating country.

The CFA exam consists of three exams:

  • Level I
  • Level II
  • Level III

The Level I exam comprises of investment basic knowledge and comprehension questions. 

Level II exam focuses on valuing assets. 

The Level III exam combines both I and II for effective portfolio management and wealth planning. 

Each exam level is taken annually in June at test centers all over the world. 


chartered financial analyst

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