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)

John Rogers, CFA

Charlottesville, Virginia
Charterholder since 1993

“It's not so much achieving the CFA charter that matters; it's what you do with it every day as professionals…. You have the opportunity to lead the profession through your practice, through your ethics, by being part of a community that raises the standards worldwide.” – John Rogers, CFA, president and chief executive officer, extends his congratulations to the 50th class of charterholders.

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