Home > Glossary > Cfa chartered financial analyst

CFA (Chartered Financial Analyst)

The Chartered Financial Analyst (CFA) designation is a globally recognized professional credential awarded by the CFA Institute to financial and investment professionals who have demonstrated expertise in investment analysis, portfolio management, and financial ethics. To earn the CFA designation, candidates must pass three levels of rigorous exams covering topics such as economics, accounting, equity analysis, fixed income, portfolio management, and financial ethics. The CFA credential is highly valued in the fields of investment banking, asset management, and financial research, as it demonstrates a high level of competence and professionalism.

Example

A CFA charterholder working as a portfolio manager uses their expertise to select investments, analyze market trends, and manage risk for their clients’ portfolios.

Key points

• The CFA designation is a professional credential for investment and financial professionals.

• Earning the CFA requires passing three exams and adhering to ethical standards.

• It is highly regarded in fields like investment banking, portfolio management, and asset management.

Quick Answers to Curious Questions

The CFA signifies expertise in investment analysis, portfolio management, and financial ethics, demonstrating a high level of competence in finance.

Candidates must pass three levels of exams, have relevant work experience, and adhere to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

Industries such as investment banking, asset management, financial research, and corporate finance highly value CFA charterholders.