The Chartered Financial Analyst® (CFA) credential is offered through the CFA Institute, a global association of investment management professionals. The CFA program focuses on ethical and professional standards, securities analysis and valuation, international financial statement analysis, quantitative methods, economics, corporate finance, portfolio management, wealth management, and portfolio analysis.
Prerequisites for the program are an undergraduate degree or a combination of college and full-time work experience totaling at least four years. Candidates must pass three six-hour exams, have four years of work experience in the investment decision making process, join the CFA Institute as a regular member, and agree to abide by the CFA Institute’s Code of Ethics. Continuing education is not required, although the Institute recommends 20 hours of annual voluntary continuing education.