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Chartered Financial Analyst (CFA)

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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
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