In order to qualify for Chartered Financial Analyst (CFA) certification, you must have a bachelors degree or be in the last year of your bachelor degree program. There are no specific requirements for the field of study of your degree, but the best options would be something in accounting, finance, economics, or statistics. The CFA certification itself is a graduate level program which takes three years to complete. The certification involves three six-hour exams.
The CFA certification covers a broad range of topics in finance and economics. Qualified candidates should have a background in financial reporting, corporate financing, portfolio management, and investment analysis. Ethics also plays a significant role in the certification process. It is stressed repeatedly throughout the course of study.
Before applying for the CFA charter, you will be required to have at least four years of qualified work experience in making investment decisions. It's not a bad idea to have some prior work experience in accounting and finance before beginning the certification process.
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