Planning

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, “master's” 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.