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The Cfa Charter: The Chartered Financial Analyst Designation

The document discusses the CFA charter which is a globally recognized investment credential. It provides information on what the charter is, how to earn it, the requirements, and benefits of becoming a charterholder such as career opportunities and being part of a global network of investment professionals.

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72 views

The Cfa Charter: The Chartered Financial Analyst Designation

The document discusses the CFA charter which is a globally recognized investment credential. It provides information on what the charter is, how to earn it, the requirements, and benefits of becoming a charterholder such as career opportunities and being part of a global network of investment professionals.

Uploaded by

ykh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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THE CFA CHARTER

The Chartered Financial Analyst Designation


The most widely known and respected investment credential in the world

ABOUT CFA INSTITUTE


CFA Institute is the global association of
investment professionals that has set the
standard for professional excellence since
1947. The CFA Institute community includes
135,000 members in 150 countries around the
world.

ABOUT CFA INSTITUTE


Mission: To lead the investment profession
globally by promoting the highest standards of
ethics, education, and professional excellence
for the ultimate benefit of society.
Becoming a CFA Charterholder brings you into
an elite group of practitioners focused on global
financial excellence.

WHAT IS THE CFA CHARTER?


Since 1963, the CFA (Chartered Financial Analyst)
Charter has been recognized as the top globally recognized
investment credential since 1963
Deemed the gold standard by industry leaders and employers
A designation held by over 90,000 investment professionals in
more than 135 countries
Top employers
- Regulators in 19 countries recognize the charter as a proxy for
certain licenses

If youre looking for a passport to the world of investment


and finance, earning the CFA charter could be the most
important move you make in your career.

HOW DOES THE CFA PROGRAM DIFFER


FROM A GRADUATE PROGRAM?
FOCUS: While MBA programs cover a
broad range of topics, the CFA Program
focuses specifically on investment
knowledge.

FORMAT: The self-study format makes it


easier for you to work full time while you
earn the charter.

WORK EXPERIENCE: 48 months

GROWING DEMAND FOR THE CFA CHARTER


Candidate exam registration

250,000
200,000
150,000
100,000
50,000
0
1997

1999

2001

2003

2005

2007

2009

2011

2013

2015

CFA Institute Members by Region

CFA Program Candidates by Region

WHAT CAN I DO WITH THE CFA CHARTER?


Portfolio Manager
Risk Manager
Compliance

Relationship Manager
Sales & Marketing
Investor Relations

Analysis
Equity
Fixed Income
Alternatives
Derivatives
Corporate Finance

Financial Advisor
Wealth Management
Trader / Broker

Academia

GLOBAL EMPLOYMENT OPPORTUNITY

TOP 10 CFA EMPLOYERS IN MN


Ameriprise (80)
Wells Fargo (67)
US Bank (49)
Thrivent Financial (40)
Nuveen Investments (34)
RBC (31)
Advantus Capital Management, Inc. (29)
Jeffrey Slocum & Associates (24)
Sit Investment Associates, Inc. (24)
Parametric Portfolio Associates LLC (22)

EDUCATION + CHARTERHOLDER STATUS

WHAT WILL I STUDY?


Alternatives and derivatives
Economic theory
Ethics
Financial reporting
Investment (equity and fixed income) analysis
Performance measurement & evaluation
Portfolio management
Quantitative methods
Risk management
Wealth planning

THE THREE LEVELS OF THE CFA EXAM

THE LOWDOWN ON THE LEVEL 1 EXAM


When: You can sit for Level I during your senior year or after you
have graduated, but not sooner

Dates: Your options are the 1st Saturday of December or June


Register: Online at www.cfainstitute.org
Exam locations: Hundreds of testing centers worldwide,
including Minnesota

How long to study: 300 hours over 4-5 months is considered


necessary

Cost: $450 one-time program fee + $860 exam registration


(early registration costs less; late costs more)

ABOUT CFA SOCIETY MINNESOTA


Job postings
Exam review weekend
Career development
workshops

Compensation survey

Member directory
LinkedIn group
Internships
Advice

CFA Institute Research


Challenge
Attend any of 70 events
per season
Discounts

CFA INSTITUTE RESEARCH CHALLENGE


In this annual program university
students work in teams to
research and analyze the stock
of the publicly traded subject
company.
Students meet face-to-face with
company management and with
their CFA Charterholder
mentors. Each team produces
an initiation-of-coverage report.
The 4-5 teams with the highest
scores present and defend their
thesis to a panel of local industry
veterans.
Local & regional winners
advance to the Americas
competition and global final.

The 2016 Local Competition


Participating Universities
Augustana University
Bethel University
College of St. Benedict & St. John's
Minnesota State University Moorhead
North Dakota State University
University of Minnesota
University of Minnesota, Duluth
University of North Dakota
University of St. Thomas

WHO IS A CFA CHARTERHOLDER?


CREDIBLE: Has demonstrated a mastery of a
comprehensive body of knowledge, fulfilled four years of
on-the-job experience, and adheres to a code of ethics.

COMMITTED: Has dedicated an average of 900 hours


of study to pass all three levels of the rigorous CFA
examinations.
CURRENT: Has access to continuing education and
lifelong learning resources.
CONNECTED: Is a member of a network of more than
135,000 investment professionals in 150 countries.

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