CFA Institute is a global association of investment professionals. It offers the Chartered Financial Analyst (CFA) designation, which is considered to be the gold standard in the investment profession.
Founded in 1947
Headquartered in Charlottesville, Virginia, USA
Started as the Financial Analysts Federation with the goal of promoting high ethical standards in the investment industry
Introduced the CFA program in 1963
Expanded to over 160 countries and territories with over 170,000 members worldwide
Offers the Chartered Alternative Investment Analyst (CAIA) designation, focused on alternative investments such as hedge funds and private equity
A professional accounting organization that offers the Certified Practising Accountant (CPA) designation
Chartered Institute of Management Accountants offering a professional qualification called Certificate in Business Accounting and Chartered Global Management Accountant
A three-level program that covers investment management and analysis, ethical and professional standards, economics, portfolio management, and more. Those who successfully complete the program are awarded the CFA charter.
Certificate in Investment Performance Measurement programme aids investment professionals in cultivating global best practices to evaluate and communicate investment performance and risk.
A self-study program that provides a clear understanding of the investment industry and the roles and responsibilities within it.
CFA Institute is a global association of investment professionals that sets the standard for excellence in the industry through the Chartered Financial Analyst (CFA) designation.
The CFA designation is a globally recognized certification given by CFA Institute to investment professionals who complete the CFA program and meet other requirements.
To enroll in the CFA program, you must have a bachelor's degree (or be in the final year of your undergraduate studies) and four years of professional work experience or a combination of education and experience. You also must pass three levels of exams.
The Certificate in Investment Performance Measurement (CIPM) program is focused on investment performance measurement and related concepts. It is designed for investment professionals who are responsible for crafting investment reports and communicating with clients and stakeholders.
The Investment Foundations Program is an entry-level self-study program that provides a clear understanding of the investment industry and the roles and responsibilities within it. It is a good starting point for those interested in investment management.