The Chartered Financial Analyst is one of the key international certifications for investment professionals especially in the field of financial research and portfolio management. As stated by the defining organization “The CFA Institute membership in more than 100 countries can be seen as a microcosm of the global investment profession, with virtually every type of investment professional at every type of investment firm.”

It takes a lot of dedicated hours of rigorous study along with four years of professional experience and successful completion of the CFA Program exam to earn the distinction of a Chartered Financial Analyst.

All CFA charter holders are required to annually attest to their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA credential is the most sought professional standard across more than 31,000 investment firms worldwide.

What does the CFA course cover?

The curriculum for the CFA course is based on a body of knowledge experts established by the CFA Institute. The curriculum includes the topic areas as listed below. There are three exams that test the academic portion of the CFA program. All three levels emphasize the subject of ethics. The material differences among the exams are:

The CFA Level 1 program emphasizes tools and inputs along with an introduction to asset valuation, financial reporting and analysis, and portfolio management techniques.

The CFA Level 2 program emphasizes asset valuation and applications of the tools and inputs (including economics, financial reporting and analysis, and quantitative methods) in asset valuation.

The CFA Level 3 program emphasizes portfolio management and descriptions of strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments.

Responsibilities of a Chartered Financial Analyst

Wiley summarizes the responsibilities of a CFA as:

  • The primary role of a CFA is to make sound and informed decisions on industries, stocks, and companies for the purpose of generating maximum revenue
  • Tracking stock performance and recording it for further interpretation with stockbrokers and clients
  • Researching and tracking the financial status of specific organizations
  • Evaluation of current and historical data that aids in decision making
  • CFA’s are committed to becoming better at their craft, whether it is security analysis, portfolio management, business reporting, or some other service
  • Recommending individual investment options as well as collective investment options

Some of the Renowned CFA’s of India

  • Raj Aggarwal (Former Dean of the University of Akron School of Business Administration)
  • Nikesh Arora (CEO and Chairman of Palo Alto Networks)
  • Ranji, H, Nagaswami (CEO of Hirtle, Callaghan and Co.)
  • Vikas Kohli ( Indian Musician and Producer)


The top employers of CFA Charterholders globally include JP Morgan, UBS, Morgan Stanley, Royal Bank of Canada, BlackRock, and Goldman Sachs.

Designations you may serve after the CFA certification

As a CFA, you are eligible to handle various finance executive roles in any MNC as mentioned below:

  • Relationship Manager
  • Research Analyst
  • Chief Executive
  • Consultant
  • Corporate Financial Analyst
  • Financial Advisor
  • Portfolio Manager
  • Risk Manager


Wiley Online Training provides you with effective guidance throughout your CFA training, so that you can effectively remove the bottlenecks in your preparation strategy.



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