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  • We plan to open CFA Program registration on 16 August 2018.

Compare Our Programs

CFA Institute offers investment industry educational programs that are recognized and respected around the world. See which one best fits your career goals.

CFA Program The CFA® charter sets the standard as the most highly respected designation in the investment management profession. Portfolio and wealth managers, investment and research analysts, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession Approximately 4 years to complete 3 exams (Level I, II, and III) Yes. You must have one of the following:
  • Bachelor’s (or equivalent) degree (or be in the final year of bachelor’s degree program)
  • 4 years of professional work experience
  • A combination of professional work and university experience that totals at least 4 years
  • Successfully pass the 3 exams
  • Have 4 years of professional work experience in the investment decision-making process (accrued before, during, or after passing the exams)
  • Join CFA Institute as a regular member

The CFA charter

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CIPM Program The CIPM® Program offers career distinction for all investment professionals charged with appraising and selecting portfolio managers, evaluating portfolio performance, and communicating with clients. Portfolio managers, investment consultants, financial advisors, sales & client service professionals, and other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients

A minimum of 1 year (or 6 months for CFA charterholders) to complete 2 exams (Level I and II)

No
  • Successfully pass the 2 exams (Levels I and II)
  • Have 4 years of professional work experience in the investment decision-making process (accrued before, during, or after passing the exams)
  • Join CFA Institute as a regular member

The CIPM designation

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CFA Institute Investment Foundations Program The CFA Institute Investment Foundations® certificate program gives those working with investment decision-makers a clear understanding of the investment industry, roles and responsibilities, and the vital importance of ethical conduct. Anyone who works with or supports investment decision-makers in the investment management profession Up to 6 months to prepare for 1 exam No Successfully pass the exam

The Investment Foundations certificate

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