Course guide · Courses & Degrees
CFA (Chartered Financial Analyst)
The CFA charter is a respected global credential for investment professionals — equity research, portfolio management, investment banking and risk. It is demanding, self-study based and taken alongside work or study.
- Body
- CFA Institute
- Levels
- Level I, II, III
- Plus
- Relevant work experience for the charter
- Focus
- Investments, ethics, financial analysis
Course overview
Each level requires substantial self-study. Candidates can begin during the later years of a bachelor's degree, as per current rules. Charter award requires passing all levels and relevant experience.
Who this course may suit
- Students and professionals aiming for investment careers
Eligibility
- Bachelor's degree, final-year status, or qualifying work experience, as per CFA Institute rules
What you will study
| Level | Focus |
|---|---|
| Level I | Ethics, quantitative methods, economics, financial reporting, corporate issuers, equity, fixed income, derivatives |
| Level II | Asset valuation and analysis in depth |
| Level III | Portfolio management and wealth planning |
Skills you will develop
- Financial analysis and valuation
- Portfolio management
- Ethics
Where the course is offered
Exams by CFA Institute; independent preparation providers.
Want help applying this to your own situation? Guidance for College Students on the Career Captain website.
Indicative fees
Registration and exam fees are charged in US dollars; check current fees.
Career options after the course
Economist
Financial economics.
Chartered Accountant
Often combined.
Higher-study options
- MBA (Finance)
- FRM or other finance certifications
Advantages of this course
- Global recognition in investment industry
Challenges to consider
- Low pass rates
- Costs in foreign currency
Is this course a good fit for you?
It may suit you if…
- You enjoy markets and valuation
It may be harder if…
- You dislike self-study over long periods
Similar courses to compare
Frequently asked questions
Can I do CFA after 12th?
Not directly; eligibility is linked to degree status or work experience.
Published by Career Captain Global Solutions. This page is general guidance; see the disclaimer below. Spotted something out of date? Let us know.