CFA PROGRAM
CFA Program - Overview
The CFA Program 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. It is a self-study, graduate-level program divided into three levels of exams. Passing these exams is one step to becoming a CFA charterholder.
An overview of the CFA program curriculum can be accessed through this link
Note: The CFA program has moved from Paper-Based Testing to Computer-based testing, find out what this means for you here
Enrolling for the CFA Program
If you wish to enroll for the CFA Program;
- Check whether you meet the enrollment criteria.
- Create an account for yourself on the CFA Institute website.
- Enroll and register via the CFA Institute website.
- After registration you will receive access to the e-curriculum and learning ecosystem. If you wish to purchase a hard copy of the curriculum, select this option during the registration process. Read more here.
Scholarships
If you wish to apply for a scholarship, check the types of scholarships available and whether you meet the eligibility criteria. If so, apply for the scholarship prior to enrollment and registration. Click here for more info.
CFA Charter
A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The Chartered Financial Analyst® (CFA®) credential is held by over 178,000 professionals across the world.
The CFA Charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.
CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute
Candidate Support
Apart from the official curriculum, CFA Institute provides several learning resources to candidates including mock exams, exam guidelines, and study planners.
Upon registration as a candidate, the resources can be accessed through this link.
CFA Society Sri Lanka supports candidates with exam preparation as well as professional development through the Candidate Council.