BERKELEY SCHOOL OF BUSINESS, ARTS & SCIENCES

CFA – Chartered Financial Analyst

The Chartered Financial Analyst certification is awarded by the CFA Institute, a globally respected organization dedicated to advancing the investment profession. Additionally, the program develops expertise in equity investments, fixed income, derivatives, alternative investments, portfolio management, and ethical decision-making. Throughout the three-level curriculum, candidates strengthen their analytical, quantitative, and problem-solving capabilities while applying internationally recognized investment principles. Consequently, graduates are well prepared to address complex financial challenges and contribute effectively to organizations operating in global capital markets.

CFA

Overview

CFA

It is designed to develop advanced knowledge of investment analysis, portfolio management, financial reporting, corporate finance, quantitative methods, economics, and ethical decision-making. Through a rigorous and comprehensive curriculum, candidates gain the practical skills required to evaluate investment opportunities, manage financial assets, and support strategic investment decisions in dynamic global markets. Furthermore, the curriculum is divided into three progressive levels, with each level building on the knowledge and competencies developed in the previous stage. Candidates study equity investments, fixed income, derivatives, alternative investments, portfolio management, wealth planning, and financial statement analysis while applying internationally recognized ethical and professional standards. Consequently, they develop strong analytical, problem-solving, and decision-making abilities that are highly valued throughout the financial services industry.

In addition, the program prepares professionals for careers across investment banking, asset management, equity research, portfolio management, private wealth management, corporate finance, risk management, and financial consulting. By combining theoretical concepts with practical investment applications, candidates learn how to analyze financial markets, assess business performance, value securities, manage investment portfolios, and communicate investment recommendations with confidence. Ultimately, earning the Chartered Financial Analyst charter demonstrates a commitment to professional excellence, continuous learning, and ethical conduct.

FeatureDetails
CredentialChartered Financial Analyst (CFA)
Awarding BodyCFA Institute
Program StructureThree progressive exam levels (Level I, Level II, and Level III)
Exam FormatComputer-based examinations
EligibilityBachelor's degree (or equivalent), eligible undergraduate student, or qualifying work experience and education combination
RecognitionGlobally recognized investment and finance credential
Core TopicsInvestment Analysis, Portfolio Management, Financial Statement Analysis, Corporate Finance, Economics, Ethics, Quantitative Methods, Fixed Income, Equity Investments, Derivatives, Alternative Investments
Career OpportunitiesInvestment Analyst, Portfolio Manager, Equity Research Analyst, Investment Banker, Asset Manager, Wealth Manager, Financial Consultant, Chief Investment Officer (CIO)

Offered by

CFA Institute (formerly the Association for Investment Management and Research (AIMR))

Head office

East High Street, Charlottesville, Virginia, United States

Members

Over 200,000 members worldwide across more than 160 markets. 

Founded In

1947

Vision & Mission

The CFA Institute is committed to leading the investment profession by promoting the highest standards of ethics, education, and professional excellence. Its mission is to champion ethical behavior in investment markets, deliver globally recognized education and professional credentials, and empower investment professionals with the knowledge and skills needed to serve clients and society effectively. Its vision is to create an investment industry where investors' interests come first, financial markets function with integrity, and professionals contribute to sustainable economic growth and long-term value creation.

What is the eligibility?

To register for the Chartered Financial Analyst Program, candidates must meet one of the following eligibility requirements:

  • Hold a bachelor's degree (or an internationally equivalent qualification).
  • Be an undergraduate student who is within the permitted registration window before completing their bachelor's degree, in accordance with CFA Institute policies.
  • Have a combination of professional work experience and higher education totaling at least 4,000 hours, completed over a minimum of three consecutive years.

Additionally, candidates must:

  • Have a valid international travel passport.
  • Be able to complete the examinations in English.
  • Comply with the CFA Institute's Professional Conduct Statement and Candidate Agreement.

After passing all three exam levels, candidates must also satisfy the qualified work experience and membership requirements established by the CFA Institute before they can be awarded the CFA charter.

Who can do?

CFA
Anyone who is interested to learn about following concepts can pursue
Investment Analysis, Portfolio Management, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Financial Statement Analysis, Corporate Finance, Quantitative Methods, Economics, Wealth Management, Asset Management, Risk Management, Ethical and Professional Standards, Financial Modeling, Security Valuation, Investment Banking, Capital Markets, Portfolio Performance Evaluation, Financial Markets.
Individuals with the following designations:
Financial Analyst, Investment Analyst, Equity Research Analyst, Portfolio Manager, Asset Manager, Wealth Manager, Investment Banker, Risk Analyst, Credit Analyst, Corporate Finance Analyst, Fund Manager, Financial Consultant, Research Analyst, Treasury Analyst, Fixed Income Analyst, Equity Analyst, Investment Consultant, Private Wealth Advisor, Portfolio Analyst, Chief Investment Officer (CIO).

Course Structure

The Chartered Financial Analyst course provides a comprehensive introduction to the Chartered Financial Analyst Program, the investment profession, and the knowledge areas required for success in global financial markets. It familiarizes learners with the program structure, professional standards, investment disciplines, examination process, and career opportunities while preparing them to progress confidently into the individual CFA Level I, Level II, and Level III courses.

Module 1: Introduction to the Chartered Financial Analyst Program

This module introduces the Chartered Financial Analyst Program, its global recognition, eligibility requirements, examination process, ethical standards, and the role of the CFA Institute. Participants gain a clear understanding of how the qualification supports professional development within the investment industry.

Included

Overview of the Chartered Financial Analyst Program

Included

CFA Institute and Global Recognition

Included

Eligibility Requirements

Included

Examination Process

Included

Professional Ethics and Standards

Module 2: Investment and Financial Markets

This module provides an overview of the financial services industry and explains how investment professionals contribute to capital markets, institutional investing, wealth management, and corporate finance.

Included

Global Financial Markets

Included

Investment Management Industry

Included

Asset Classes Overview

Included

Portfolio Management Fundamentals

Included

Financial Market Participants

Module 3: Core Investment Knowledge Areas

This module introduces the major knowledge domains covered throughout the Chartered Financial Analyst Program without exploring the detailed learning outcomes reserved for the individual level courses.

Included

Investment Analysis

Included

Financial Statement Analysis

Included

Corporate Finance

Included

Economics and Quantitative Methods

Included

Risk Management and Ethical Decision-Making

Module 4: Professional Development and Career Pathways

This module explains how the Chartered Financial Analyst designation supports long-term career growth and highlights professional opportunities available across the global finance industry.

Included

Career Opportunities

Included

Professional Competencies

Included

Industry Applications

Included

Charter Requirements

Included

Continuing Professional Development

Module 5: Preparing for Chartered Financial Analyst Success

This module helps candidates understand how to plan their learning journey by introducing study strategies, examination planning, approved learning resources, and best practices for effective preparation before progressing to the dedicated level-specific courses.

Included

Study Planning

Included

Learning Resources

Included

Time Management Strategies

Included

Examination Preparation Tips

Included

Progression to the Level-Specific Courses

Learning Methodology

Berkeley offers expertly developed learning materials tailored to meet participants' needs, ensuring comprehensive coverage of the syllabus and optimal exam preparation.

‣ Tailored Material: Guides are designed to cover the entire syllabus, offering full preparation and deep understanding.

‣ In-Depth Content: Unlike superficial outlines, our materials provide fully developed theories and concepts, equipping participants with complete knowledge.

‣ Strategic Study: We help participants prioritize study time by indicating the weight of each topic, allowing efficient focus on crucial areas.

‣ Difficulty Levels: Topics are labeled as "Awareness" or "Proficiency," guiding participants to allocate time based on the required depth of knowledge.

‣ Comprehensive Coverage: Our materials include detailed theory and a glossary of technical terms to clarify complex concepts.

‣ Effective Learning Techniques: Visual aids and memorization techniques ensure long-lasting retention, helping candidates succeed.

Berkeley’s methodologies equip participants with the essential knowledge and tools for both exams and future success.

CFA
Lectures

Our lecture plan integrates structured learning with interactive teaching methods, promoting engagement and collaboration. This approach ensures a comprehensive understanding of concepts, fostering critical thinking and practical application in real-world scenarios

CFA
Practice Session

Practice sessions offer hands-on experience through guided exercises, enhancing skills and reinforcing knowledge. This practical approach ensures mastery of concepts, promoting confidence and competence in real-world applications

CFA
Mock Examination

Mock examinations simulate real test conditions, providing valuable practice and assessment. This helps identify strengths and weaknesses, ensuring thorough preparation and boosting confidence for actual exams

Berkeley's performance standards

Evaluates and ensure the quality of the training program and all its deliverables.  This is measured through the following indicators:
‣ Instructors' experience and style in presenting and explaining topics.
‣ Variety and balance of teaching methods (such as discussions, case studies, mock exams and videos) used in the course to ensure retention and to match the learning objectives.
‣ Level of interactivity.
‣ Feedback from program participants
‣ Full compliance with Institute standards and guidelines for preparation and study requirements and methodology.
‣ Progress reports from the training program provider.

What are the Exam Information?

CFA

The CFA Program is a globally recognized professional qualification that develops expertise in investment analysis, portfolio management, ethical decision-making, and financial markets through a rigorous three-level examination process.

Exam Format & Duration
Part/Module Exam format Exam duration
Module 1: Introduction to the Chartered Financial Analyst Program
  • 180 multiple-choice questions.
  • Morning Session: 90 MCQs
  • Afternoon Session: 90 MCQs

Each session lasts for 2 hours and 15 minutes (Total exam time is 4 hours and 30 minutes)

Module 2: Investment and Financial Markets
  • 88 multiple-choice questions.
  • Format: Item sets (vignette-based)
  • Morning Session (Item Set Questions): 4-6 vignettes with 6 questions per vignette.
  • Afternoon Session (Item Set Questions): 4-6 vignettes with 6 questions per vignette.

Each session lasts for 3 hours (Total exam time is 6 hours)

Module 3: Core Investment Knowledge Areas

Morning Session – Constructed Response (Essay Questions)

  • Must write short-form answers and calculations for case study-based questions.
  • Includes 8–11 questions, each with multiple parts.

Afternoon Session – Item Sets (Multiple Choice)

  • Contains 11 item sets, each with 4–6 multiple-choice questions based on case studies.

Each session lasts for 2 hours 12 minutes each (4 hours and 24 minutes)

Exam locations
United States
Canada
United Kingdom
Germany
France
Switzerland
Spain
Italy
Netherlands
China
India
Singapore
Japan
South Korea
Malaysia
Thailand
United Arab Emirates
Saudi Arabia
Qatar
Kuwait
Bahrain
Oman
Egypt
South Africa
Nigeria
Kenya
Brazil
Mexico
Argentina
Australia
New Zealand
CFA

Success Stories

“As a strong advocate for education and human development, I commend Berkeley for its exceptional commitment to empowering future leaders. The institution stands as a symbol of excellence, innovation, and opportunity. Students who walk its halls are nurtured with knowledge, values, and vision—qualities that contribute to building a stronger and more prosperous future for our nation.”- H.H. Shaikh Khalifa Al Hamid

Visit our Alumni

Alumni Benefits

‣ Exclusive Networking Events: Access invitations to industry-leading events and thought-leadership gatherings featuring renowned speakers.


‣ Monthly Updates: Stay informed with a newsletter highlighting the latest research, events, and activities from the school.


‣ LinkedIn Community Access: Join the Executive Education LinkedIn group for networking and professional development opportunities.


‣ Educational Discounts: Enjoy a 20% discount on open-enrollment programs and access to workshops focused on emerging trends.


‣ Global Alumni Network: Connect with a diverse alumni community through the Berkeley School’s online network and engage in country and interest groups.

Is It Worth the Investment?

North America: Chartered Financial Analyst charter holders are highly valued across investment banking, asset management, hedge funds, and financial advisory firms. Senior professionals often earn $200,000+ annually, particularly in financial centers such as New York and Toronto.

Europe: Strong demand exists across investment management, private equity, and financial consulting. Experienced professionals typically earn $120,000–$250,000, with higher compensation available in major financial hubs like London.

Asia-Pacific: Growing financial markets continue to increase demand for Chartered Financial Analyst charter holders. Professionals working in cities such as Hong Kong, Singapore, and Tokyo commonly earn $100,000–$200,000, depending on experience and specialization.

Middle East: Financial institutions, sovereign wealth funds, and multinational organizations offer competitive compensation packages. Senior investment professionals can earn $150,000–$250,000+, often with performance bonuses and additional benefits.

CFA

Progression Route:

The CFA – Chartered Financial Analyst program develops advanced knowledge in investment analysis, portfolio management, financial reporting, and ethical decision-making for finance professionals. Furthermore, learners interested in expanding their expertise can also explore our Investment Banking, Financial Modeling & Valuation, CFA Institute courses to strengthen complementary skills for the global finance industry. In addition, candidates are encouraged to review the official CFA Program information provided by the CFA Institute for the latest curriculum, examination policies, and candidate resources.

What You Earn

You will get a certificate of completion, which is highly reputed and accepted by employers.

CFA

Global Credibility

Earn a globally recognized credential that enhances your professional reputation and career opportunities.

In-depth Knowledge

Gain advanced knowledge in investment analysis, portfolio management, and financial markets.

Career Advancement

Access high-level positions in finance and investment management with the CFA designation.

Ethical Standards

Adhere to the CFA Institute’s Code of Ethics and Standards of Professional Conduct, ensuring professionalism and integrity.

Professional Network

Join a global network of investment professionals and access exclusive resources and events.

Related courses

CFA Level 1

The CFA Level 1 exam is the first stage of the Chartered Financial Analyst (CFA) program and provides a strong foundation in investment management and financial analysis. Moreover, it introduces candidates to essential concepts in financial reporting, ethical and professional standards, quantitative methods, economics, and corporate finance. 

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CFA Level 2

The CFA Level 2 exam builds on the foundational knowledge from Level 1, focusing on the application of investment valuation and financial analysis. It consists of item set (vignette-style) questions covering topics such as equity valuation, fixed income, derivatives, alternative investments, corporate finance, portfolio management, and ethics. The exam emphasizes more in-depth analysis, real-world scenarios, and application of financial concepts, preparing candidates for advanced investment decision-making.

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CFA Level 3

The CFA Level 3 program is the final level of the Chartered Financial Analyst (CFA) certification, which is a globally recognized credential for finance professionals. The CFA designation, awarded by the CFA Institute, focuses on investment management, financial analysis, and portfolio management.

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CAIA - Chartered Alternative Investment Analyst

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CAIA Association - Fundamentals of Alternative Investments

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FAQ: CFA – Chartered Financial Analyst

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