Chartered Financial Analyst

10th

12th (Any Stream)

• To enroll for the CFA Program and register for the first level of (Charted Financial Analyst (CFA) exam, the candidate must have graduated from a recognized university or in the final year of graduation or four years of professional work experience and an International airport.
• Final-year students of graduation must complete their Bachelor's course before the date of registering for the CFA level 2 exam.
• Candidates doing internships or articleship or having their own business will also be counted as work experience.
• Candidates must have an international passport.

• To become a CHARTED FINANCIAL ANALYST, a candidate must register in the CFA course before registering for the Level I exam. 
• The registration process can be online or offline.
• The duration of the CFA Course ranges from 1.5 - 4 years.
• The next step to becoming a CFA is to pass all three levels of the CFA Exam in succession. These exams' main subjects and topics include ethical and professional standards, economics, equity investments, fixed income, and portfolio management. Each exam focuses on a specific aspect of investment.

The official website for the registration to CFA Exam: https://www.cfainstitute.org/

• The CFA Level-1 exam is a paper-based format. This exam will be conducted in February, March, May, July, August, and November.  
• Level 1 focuses on investment tools, testing your ethical and professional standards knowledge.

• The CFA Level-2 exam is a paper-based format. This exam will be conducted in May, August, September, and November.  
• Level 2 Focuses on asset valuation, testing your ability to apply standards to analysts' situations.

• The CFA Level-3 exam is a paper-based format. This exam will be conducted in February and August.
• Level 3Focuses on portfolio management, testing your ability to apply standards regarding portfolio management and compliance.

• After qualifying for the three-level exams and acquiring the necessary work experience, the candidate must prepare reference letters to submit to the CFA Institute. These references should attest to the candidate's abilities and professional character and explain why the candidate should be awarded a charter. 

• After submission of reference letters, the candidate must apply to become a CFA charter holder. For this, the candidate must submit payment and prerequisites for review. The CFA Institute may take up to 10 business days to review regular membership applications and up to 4 weeks for affiliate membership applications. Candidates will receive an email once their application has been reviewed. Once a candidate is approved, the candidate is officially a CFA charter holder.

Who is a CFA?

A CFA is a certified financial analyst who has earned the certification provided by the CFA Institute, a global non-profit professional organization. The CFA designation is recognized worldwide as the leading credential for investment professionals due to its focus on analysis, investment knowledge, and ethics. All professionals accepted into the CFA charter are listed in the CFA Institute's member directory along with their contact information, making it easy for individuals, corporations, and other institutions to contact them. Some additional benefits of being a CFA charter holder include better job opportunities, higher earning potential, and distinction among peers in the finance industry. Though this career path may not be for everyone, it is worthwhile for those who want to set themselves apart from others in their field and network with other professionals and potential employers.

Job Responsibilities of a CFA

• A CFA is a certified investment professional who provides investment guidance and portfolio management for individuals, businesses, and other organizations. 
• A CFA makes sound decisions about companies, stocks, and industries to make money for the organization.
• CFA also tracks the performance of stocks and collects data in spreadsheets for interpretation by clients and stockbrokers.
• CFA also recommends individual and collective investment options, known as portfolios.
• A CFA studies economic and business trends.

Career Scope of a CFA

• There is a vast amount of opportunities after the completion of the CFA certification course. A Chartered Financial Analyst can get employed in the following positions  Business Consultant, Investment Manager, Private Banker, CFO, and many more. 
• CFA can work at institutional investment firms, broker-dealers, insurance companies, pension funds, banks, and universities. CFA members are at some of the world's largest investment institutions, including JP Morgan, Earnst and Young, SBI Bank, Goldman Sachs, UBS, and Morgan Stanley.

Salary/Income of a CFA

The average salary for a Chartered Financial Analyst (CFA) in India is ₹686,770. However, with the increased experience, there is no salary bar for deserving candidates. After gaining experience, the CFA can earn INR 12-20 Lakhs per year.