+91 9870 310 350 About Us Mindler for Schools Contact Us Sign Up
Programs
  • Career Counselling
    Programs
  • College Application
    Programs
  • Mindler for
    Schools
  • Mindler for
    Career Counsellors
Career Counselling Programs for Students
Class 8-9
Stream & Subject Selection

Advanced assessment & personalised guidance to help you select the perfect stream and subjects that align you to the right careers.

View Program Details
Class 10-12
Career Selection & Planning

Expert guidance & 5-dimensional assessment to help you discover your perfect career and choose the right course and college.

View Program Details
Graduates
Career Selection & Development

5-dimensional assessment & superior guidance to help you discover your perfect career and choose the best next step.

View Program Details
College Application Programs for Students
Overseas Application
Program

End-to-end overseas admissions guidance to help you build the perfect applications for your target universities.

View Program Details
Liberal Arts Application
Program

Comprehensive guidance and personalised application development for admissions to Liberal Arts programs.

View Program Details
Career Counselling Programs for Schools
Career Development &
Planning Ecosystem

State-of-the-art assessment & end-to-end career guidance to help students discover their perfect career.

View Program Details
MUN Training
Program

Expert-led training and comprehensive guidance sessions to help students excel at MUN conferences.

View Program Details
Mindler
Talks

Career awareness and inspirational talks for students with professionals who have achieved success in their fields.

View Program Details
Career Advancement Programs for Career Counsellors
International Certified
Career Coach (ICCC)

A 3-month program with emphasis on global practices, experiential learning & career guidance tools.

View Program Details
Mindler Partner
Program

World-class career assessment platform & tools to help you scale up your career counselling practice.

View Program Details
Success Stories
Career Library
Everything you need to know, from colleges to scope, for hundreds of careers.
Blog Pricing Log In
Career Helpline: +91 9870 310 350
Programs
Career Counselling Programs for Students
Career Counselling for Class 8-9 Career Counselling for Class 10-12 Career Counselling for Graduates
College Application Programs for Students
Overseas Application Program Liberal Arts Application Program
Career Counselling Programs for Schools
Career Development & Planning Ecosystem MUN Training Program Mindler Talks
Career Advancement Programs for Career Counsellors
International Certified Career Coach (ICCC) Mindler Partner Program
Resources
Career Library

Chartered Financial Analyst (CFA)

Home > Career Library > Commerce Accounts > Chartered Financial Analyst (CFA)
Choose another Career

Chartered Financial Analyst (CFA)

Summary

A Chartered Financial Analyst (CFA) is a specialized professional who looks after financial decisions and investment policies of big companies. A Chartered Financial Analyst is a person trained in areas of management accounting, financial management and investment. Earning a CFA charter demonstrates mastery of a broad range of practical portfolio management and advanced investment analysis skills that will be a limelight for one's career. CFAsnis are in great demand in the finance sector, especially banks, financial institutions, insurance companies, and large corporations.

Career Opportunities as a Chartered Financial Analyst (CFA)

  • Portfolio Manager
    A portfolio manager is one who assists an individual in investing in the best available investment plans for guaranteed returns in the future.
  • Research Analyst
    The job of a research analysts is to study market conditions to examine potential sales of a product or service. They help companies understand what products people want, who will buy them, and at what price.
  • Financial Consultant and Advisers
    Financial advisers, research and consider all retail investment products or providers available to meet the client's needs.
  • Corporate Financial Analyst
    Financial analysts are responsible for financial planning and analysis for companies and corporations. They forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects.

How to Become a Chartered Financial Analyst (CFA)

Stream Graduation After Graduation
path 1
Clear class XII in Commerce Stream (Recommended)Pursue bachelor’s (or equivalent) degree in any field (Preferably Finance) for 3-4 yearsTake the CFA program of 4 years either after completing or during final year of bachelor’s degree.

Important Facts

  1. To become a CFA candidate, one must meet one of the following criteria:
    • Have a bachelor’s (or equivalent) degree,
    • Be in the final year of a bachelor’s degree program,
    • Have four years of professional work experience, or
    • Have a combination of professional work and university experience that totals at least four years
  2. To obtain regular membership of the CFA Institute (after passing all levels exams), the candidate should have 4 years of professional work experience either before, during or after joining CFA program, in the investment decision-making process.
  3. A valid international passport is required.
  4. The CFA Program is offered in a self-study format and is divided into three levels of exams. The Level I exam is held in June or December and other 2 levels of exams are held in June and offered at various test centers in India like: Ahmedabad, Bangalore, Chennai, Kolkata, Mumbai, New Delhi, Pune.

Leading Institutes

Top CFA Institutes in the World
Institution Location Website
CFA Institute USA www.cfainstitute.org/pages/index.aspx

Work Description

  • Make investment decisions based on business/ industry forecasts or economic conditions through analyzing financial information
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programmes
  • Track fundamental economic, industrial, and corporate developments by analyzing information from multiple channels
  • Recommend investments and investment timing to companies, investment firm staff, or the public
  • Determine the prices at which securities should be syndicated and offered to the public
  • Prepare plans of action for investment, using financial analyses
  • Evaluate and compare the relative quality of various securities in a given industry

Pros & Cons of a Career as a Chartered Financial Analyst (CFA)

Pros
  • A wide range of knowledge offered by the syllabus
  • Enhances business finance vocabulary
  • High demand and respect for individuals
Cons
  • Is a demanding field and time-consuming course
  • Is only an added certification, not a full-fledged career in itself
  • Requires patience to clear the exams
Are you fit for a career as a Chartered Financial Analyst (CFA)?

Take the world's most-advanced assessment!

Start Now For Free
Did you find this information helpful? YesNo
Thanks for your feedback.
Thanks - please tell us how to help you better.
SubmitCancel