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CFA® designation - Who is it for?

So you’re thinking of becoming CFA® certified. Read on to discover how the CFA® designation can open up opportunities and even be a life-changing experience.

If you currently work in finance

Earning the CFA® designation is a way to build on your experience while enhancing your professional standing and perspectives. It is the most valued credential in the industry and it will help you get to the elite of the profession. Take a look at some of the key positions held by CFA® charterholders, according to a CFA Institute survey.
  • Portfolio Manager 22%
  • Research Analyst 15%
  • Chief Executive 7%
  • Consultant 6%
  • Risk Manager 5%
  • Relationship Manager 5%
  • Corporate Financial Analyst 5%
Source: CFA Institute

If you’re looking to switch careers:

There could be many reasons why you’re looking to switch careers, but having the CFA® charter is an efficient way to signal your commitment to a career in finance while demonstrating you have the right skills to impress future employers. This graduate level program will expand your working knowledge and practical skills relating to investment decision-making.

If you’re a student or fresh graduate

You have the academic knowledge but you know that to make it in the finance sector you need to stand out from your peers and offer industry relevant skills. The CFA® charter is an excellent way to demonstrate that you have the commitment and high level ability to succeed. It also sets you up for working within a variety of investment specialties and markets around the globe.

How can we help you?


The CFA® exam

The CFA® exam prepares you for a three-part exam, designed to demonstrate your investment decision-making abilities.

CFA® preparation

Top Finance, in partnership with Kaplan Schweser, accompanies you through your CFA® exam preparation