Planning for the Level I Exam

The CFA ® Program’s self-study curriculum is intended to supplement the education and work experience of investment professionals. The curriculum develops and reinforces a fundamental knowledge of investment principles.

The CFA ® program is postgraduate, “masters” level course work. In general, each level of the program requires a minimum of 250 hours of preparation, although time will vary from candidate to candidate based on familiarity with the material.

Common Occupations of CFA Charter Holders

  • CEO/Principal
  • Chief Investment Officer
  • Equity Analyst
  • Fixed Income Analyst
  • Investment Banker
  • Investment Counselor
  • Investment Firm Manager
  • Portfolio Manager
  • Portfolio Strategist
  • Sales/Marketing Professional

The CFA ® designation also offers diverse career opportunities in:

  • Mutual Funds/Investment Companies
  • Brokerage / Investment Banks
  • Investment Management Counselors
  • Commercial Banks / Trust Companies
  • Consulting Firms
  • Insurance Companies


CFA® is a trademark owned by CFA Institute.