CFA Overview

Administered by the CFA Institute, the Chartered Financial Analyst's (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists. Established in 1962, the CFA Program sets the global standard for investment knowledge, standards and ethics. Earning the credential can serve as a "passport" to entry or advancement within the investment profession or to work in other countries. It tells clients, employers and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Congruous to its mission, our society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA Exam study groups. Today, many of our members hold the esteemed CFA designation.