CFA^® Program

The first level introduces you to the key areas that provide a framework for making investment decisions. These include: ethical and professional standards, economics, quantitative methods, financial reporting and analysis, corporate finance, equity investments, fixed-income investments, derivatives, alternative investments, portfolio management and wealth planning.

The second level builds on the subject areas studied in Level 1, emphasising the application of investment tools and concepts with a focus on the valuation of all types of assets.

The final level of the CFA Program is the most challenging and you have to be able to apply everything you’ve learned from levels 1 and 2 and demonstrate complete mastery of the entire CFA Program.

You will choose to specialise in one of three pathways; Portfolio Management, Private Markets, or Private Wealth. This choice comes down to individual preference so that each candidate can focus on an area that interests them.

Once you’re qualified, you can apply to become a CFA charterholder. You could work in roles such as research analyst, risk manager, financial advisor, client reporting analyst, distribution executive (investment management), investment compliance analyst, and investment consultant.