About CFA Institute

In an industry that struggles to define itself, the institutions and individuals that CFA Institute serve stand for building a better world for investors.

How the CFA® charter can change your life?

Become a CFA® charterholder in 6 steps!

Qualify

To enroll in the CFA® Program you need to have certain requirements in order to qualify. A bachelor's (or equivalent) degree (or be in the final year of your degree program at the time of registration) or four years of professional work experience. A combination of full-time professional and college experience that totals at least four years prior to enrollment.

Review

Get the perfect pre-exam boost with GTC's tools: Package with practice questions CFA® Final Practice & Review for 2 days The Boot Camp 5-day intensive review

Enroll

Get started on your CFA® charter journey with GTC – we will be with you every step of the way A bachelor's (or equivalent) degree (or be in the final year of your degree program at the time of registration) or four years of professional work experience. A combination of full-time professional and college experience that totals at least four years prior to enrollment.

Exam

To earn your CFA® charter you will need to take a series of three exams in sequential order at one of many test centers around the world.

Apply

Let GTC guide you on the ins and outs of where, when and how to apply for your CFA® exam.

Charter

To earn a CFA® charter, you must: Pledge to adhere to the CFA Institute Code of Ethics & Standards of Professional Conduct Have four years of qualified investment work experience Become a regular member of CFA Institute and apply for membership to a local CFA® member society.

Acquire the skills ...

Level I

Basic knowledge as well as comprehension of asset evaluation with some analysis.

Level II

Greater analysis and application of asset evaluation.

Level III

Effective portfolio management via evaluation tools and analytically methods.

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