Quick Definition

The Chartered Financial Analyst (CFA) designation is a professional credential offered by the CFA Institute to investment and financial professionals who have passed three levels of exams covering areas such as investment management, financial analysis, stocks, bonds, and derivatives.

Examples

• 1A portfolio manager with a CFA designation managing a multi-billion dollar investment fund.
• 2A financial analyst with a CFA credential providing detailed equity research reports to help clients make informed investment decisions.
• 3A CFA charterholder advising on risk management strategies for a large corporation.
• 4An investment advisor with a CFA designation developing tailored investment portfolios for high-net-worth individuals.

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