what is a cfa

A CFA, or Chartered Financial Analyst, is a professional designation given by the CFA Institute to individuals who have completed the CFA Program, which is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more. To become a CFA charterholder, candidates must pass three difficult exams, have a bachelor's degree, and have at least four years of relevant professional experience. Passing the CFA Program exams requires strong discipline and an extensive amount of studying.