Claritas CFA Exam
PROFESSIONALISM
AT
EVERY
LEVEL
Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.
Financial Times, 13 August 2010
Professionalism at
Every Level the cfa® charter
Having the right employees in place is key to ensuring success. As the global marketplace becomes increasingly competitive, employers are using the CFA charter to identify the most qualified job applicants and the most committed employees.
The building blocks of the CFA charter are firmly grounded in the CFA Program curriculum, a comprehensive framework of concepts that
CFA charterholders will use at all stages of their careers and in many areas of specialization.
The curriculum evolves each year to include
new tools, ideas, and concepts that reflect the dynamic and complex nature of the global finance profession.
The custom curriculum is based on an extensive and ongoing global practice-analysis process that relies on input, discussions, surveys, and reviews from thousands of active practitioners and CFA charterholders.
Charterholders stand out from the crowd because they have demonstrated that they have tenacity and are able to go through a rigorous program and study hard: it shows a certain type of personality that definitely performs well.
Peter Jakobus, CFA
Senior Manager
Ernst & Young
Frankfurt, GERMANY
2
www.cfainstitute.org
curriculum topic breakdown by exam level
PORTFOLIO MANAGEMENT AND WEALTH PLANNING
EQUITY INVESTMENTS
FINANCIAL REPORTING AND ANALYSIS
10%
FIXED-INCOME INVESTMENTS
ETHICAL AND PROFESSIONAL STANDARDS
DERIVATIVES
ALTERNATIVE INVESTMENTS
QUANTITATIVE METHODS
CORPORATE FINANCE
ECONOMICS
20%
Level I
Level II
Level III
30%
70%
40%
60%
Hong Kong, CHINA
50%
www.cfainstitute.org
3
Exceed Expectations
Hire a CFA Charterholder
Since its introduction, the Chartered Financial
Analyst® (CFA) charter
AT
EVERY
LEVEL
Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.
Financial Times, 13 August 2010
Professionalism at
Every Level the cfa® charter
Having the right employees in place is key to ensuring success. As the global marketplace becomes increasingly competitive, employers are using the CFA charter to identify the most qualified job applicants and the most committed employees.
The building blocks of the CFA charter are firmly grounded in the CFA Program curriculum, a comprehensive framework of concepts that
CFA charterholders will use at all stages of their careers and in many areas of specialization.
The curriculum evolves each year to include
new tools, ideas, and concepts that reflect the dynamic and complex nature of the global finance profession.
The custom curriculum is based on an extensive and ongoing global practice-analysis process that relies on input, discussions, surveys, and reviews from thousands of active practitioners and CFA charterholders.
Charterholders stand out from the crowd because they have demonstrated that they have tenacity and are able to go through a rigorous program and study hard: it shows a certain type of personality that definitely performs well.
Peter Jakobus, CFA
Senior Manager
Ernst & Young
Frankfurt, GERMANY
2
www.cfainstitute.org
curriculum topic breakdown by exam level
PORTFOLIO MANAGEMENT AND WEALTH PLANNING
EQUITY INVESTMENTS
FINANCIAL REPORTING AND ANALYSIS
10%
FIXED-INCOME INVESTMENTS
ETHICAL AND PROFESSIONAL STANDARDS
DERIVATIVES
ALTERNATIVE INVESTMENTS
QUANTITATIVE METHODS
CORPORATE FINANCE
ECONOMICS
20%
Level I
Level II
Level III
30%
70%
40%
60%
Hong Kong, CHINA
50%
www.cfainstitute.org
3
Exceed Expectations
Hire a CFA Charterholder
Since its introduction, the Chartered Financial
Analyst® (CFA) charter