The CFA® charter is the most respected credential in the investment management industry worldwide. CFA® charterholders have demonstrated deep expertise in investment analysis, portfolio management, and ethical practice. The program is known for its extreme rigor — fewer than 20% of candidates who begin Level I ultimately earn the charter.
CFA® Advisors on AdvisorOS
26
Currently in our directory
Designation Type
CFA
Chartered Financial Analyst
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Why It Matters
CFA® charterholders have the deepest investment expertise of any financial credential. If you have a significant portfolio and need sophisticated investment management, a CFA® is the strongest signal of competence in that area.
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Requirements
Bachelor's degree (or be in final year of bachelor's program)
Pass three progressive exam levels (Level I, II, III)
4,000 hours of relevant professional experience over 3+ years
Become a member of CFA Institute and local CFA society
Commit to CFA Institute Code of Ethics and Standards of Professional Conduct
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Extremely hard. The CFA® program requires an average of 1,000+ hours of study across all three levels. Historical pass rates are approximately 43% for Level I, 47% for Level II, and 52% for Level III.
Is a CFA® the same as a financial advisor?
Not necessarily. Many CFA® charterholders work in institutional investment management, equity research, or corporate finance. However, some CFA® charterholders do serve as personal financial advisors, particularly for high-net-worth clients.
How long does it take to get a CFA®?
A minimum of 2.5 years if passing each level on the first attempt (exams offered twice per year for Level I, annually for II and III). Most candidates take 4-5 years.