CFA Institute Charterholder

Obtaining the CFA designation demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. To become a charterholder, candidates must

• Pass all three levels of the CFA Program examinations.

• Have at least 4,000 hours of qualified work experience, completed in a minimum of 36 months. Qualified hours must be directly related to the investment decision-making process.

• Provide 2-3 professional references. 

• Be a member in good standing of CFA Institute.