About the CFA Charter

The CFA Charter is a distinction granted to those who undertake and pass a rigorous, graduate-level curriculum. The Program links theory and practice with real-world investment analysis and portfolio management skills, and emphasizes the highest ethical and professional standards.

Candidates must pass three exam levels and meet requirements of four years of work experience in the investment industry. They also must pledge to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct, apply to a CFA Institute society and become a member of CFA Institute.

Those who meet the requirements benefit from the extensive knowledge attained in pursuit of the Charter. In addition, they also gain the advantages of membership in an active, global community.

A 50-year history of the CFA Program

Learn how the CFA Program has become the “gold standard” of professionalism in the financial and investment communities. This special commemorative book covers the charter’s first 50 years, revealing how the ideas and perseverance of a few visionaries transformed financial analysis and institutionalized its highest ideals and best practices.

Buy Hardcover ($25)Buy Paperback ($17)

Passport to a career

Coming from Zimbabwe, a developing country, I couldn’t wait to enroll for the CFA Program when I saw how it was really a diplomatic passport to those who would want to pursue a career in finance and investments. The curriculum is just globally oriented and universal … I used to say I have an analytical eye, and the CFA Program really affirmed this by further improving my analytical skills.

The CFA Program is synonymous with ethics, professionalism and integrity. Now there is no longer a difference between a Zimbabwean and an American, thanks to the CFA Program.

Godfrey Marozva, CFA
Pretoria, South Africa
Charterholder since 2011