About the CFA

The Chartered Financial Analyst (CFA) designation is recognized worldwide as an important financial and investment management credential. In fact, it is often required for people who manage investments for large institutions, such as banks, insurance companies, and mutual funds. In order to earn the CFA, a candidate must complete three six-hour exams over a three-year period based on a rigorous graduate level curriculum, which encompasses financial accounting, portfolio management, in-depth fixed-income and equity analysis, and derivative securities.

In addition, a CFA must have at least three years of experience participating in the investment decision-making process. Also, the CFA must agree to abide by the code of ethics and standards of professional conduct set forth by the Association of Investment Management and Research, and make annual affirmations to that effect.

When you work with a financial planner who is a Chartered Financial Analyst, you can feel confident that the planner has an in-depth understanding of investments and portfolio management and holds to the highest standards of ethics and professional conduct. You can also be sure that this person was highly motivated to attain greater knowledge and excel in her profession. If you would like to learn more about the CFA designation and the AIMR Code of Ethics and Standards of Professional Conduct, please visit https://www.cfainstitute.org.