Chartered Financial Analyst

CFA

Chartered Financial Analyst (CFA) is a graduate level self study program which is administered by CFA Institute. To obtain CFA charter, candidate will have to pass 3 levels of examination and needs to have 4 years of relevant work experience.

Main focus of this program is on porfolio management & financial analysis of equities, bonds and derivatives. It also covers wide range of topics in the field of finance. The most distinguishing feature of this program is strong focus on ethics. All candidates and charter holders must adhere to CFA Institute Code of Ethics and Standards of Professional Conduct.

Section Details
Fees Level I Early Registration $ 420 (One Time) + 650
Level II & III Early Registration $650
Schedule Level I in December & June
Level II & III in June
Duration 6 Hours total (3 hours morning + 3 hours evening)
Pattern Level I & II - Multiple Choice
Level III - Theory (Morning Paper) & Multiple Choice (Afternoon Paper)
Number of Questions Level I 240 independent questions per session
Level II - 60 questions per session with each vinette of 6 questions
Level III - 60 questions per session with each vinette of 6 questions. Theory questions can have multiple sub-parts.
Calculators Texas Instruments BA II Plus & BA II Professional
HP 12C & 12C Platinum


Curriculum

CFA curriculum covers a wide range of topics namely, Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Portfolio Management and Wealth Planning,

Topic Area Weights

Topic Area Level I Level II Level III
Ethical & Professional Standards (Total) 15 10 10
Investment Tools (Total) 50 30-60 0
Corporate Finance 8 5-15 0
Economics ** 10 5-10 0
Financial Reporting & Analysis 20 15-25 0
Quantitative Methods 12 5-10 0
Asset Classes (Total) 30 35-75 35-45
Alternative Investments 3 5-15 5-15
Derivatives 5 5-15 5-15
Derivatives 5 5-15 5-15
Equity Investments 10 20-30 5-15
Fixed Income 12 5-15 10-20
Portfolio Management and Wealth Planning (total) 5 5-15 45-55
Total 100 100 100
** Economics is part of portfolio management at Level III
Source: http://www.cfainstitute.org/



Featured

CFA Level 1 Withdrawal Option

CFA Institute allows candidates to withdraw from the program and refunds entire amount for level I examination. There are no refunds for level II and level III examinations. In order to get refund, candidate will have to send in their request before stipulated deadline.

Pointers

Each level requires on an average 200 hours of study work