Achieve the highest distinction in the investment management profession with the Chartered Financial Analyst (CFA®) credential. A qualification that provides you with real-world analytical skills, technical competence and the highest professional standards for a competitive career in the global investment management profession.
Earn Your Charter
Here is the list of requirements you need to meet
One of the following must be met:
• Have a bachelor’s degree or equivalent
• Be in the final year of a bachelor’s degree
• Have 4 years of relevant work experience
• Or have a combination of professional work and university experience that totals at least four years.
Must have 4 years of professional work experience in the investment decision making
process (accrued before, during, or after the CFA® Program.
Pass the three-level exam administered by CFA Institute with Level I, II and III
offered annually in February, May, August & November.
Code of Ethics & Membership
• Pledge to adhere to CFA Institute Code of Ethics and Standards of Professional Conduct
• Join CFA Institute as a regular member.
Why Morgan Partnered With Kaplan Schweser
The global leader in exam prep for financial designations.
A 75 years of history:
Solid experience helping hundreds of thousands of students achieve their goals.
Designed for success:
The most effective, comprehensive study packages in the industry.
96.7% of users say they would recommend it.
Experience Schweser’s course with a 5-day trial or checkout available Free Resources
Partnership with Schweser
we offer study materials specifically designed by charterholder experts to maximize the efficiency and effectiveness of your review program.
To earn the CFA® Charter, you need to pass all three exam levels (Level I, Level II and Level III). Each of these exams focuses on different topics going from basic knowledge of investment tools, analysis with application of investment tools to concepts of analytic methods and much more.
Find out more about each exam level and their key topics
Testing Windows February, May, August & November
Questions- 180 equally weighted questions
- Morning session: 90 questions
- Afternoon session: 90 questions
- Each session is 2 hours and 15 minutes long
Topic Weights Ethical and Professional Standards: 15% Quantitative Methods: 10%
Economics: 10% Financial Reporting Analysis: 15% Corporate Finance: 10% Equity Investments: 11% Fixed Income: 11%Derivatives: 6% Alternative Investments: 6% Portfolio Management and Wealth Planning: 6%
Exam Formatcomputer-based testing with item set or “mini cases” - each item set contains a vignette
- - 21 item sets or “mini cases”
- - Morning Session: 10 item sets
- - Afternoon Session: 11 item sets
- - 18 item sets will have 6 multiple-choice questions & 3 item sets will have 4 multiple-choice questions
Topic WeightsEthical and Professional Standards: 10-15%
Quantitative Methods: 5-10%Economics: 5-10%Financial Reporting Analysis: 10-15%Corporate Finance: 5-10%Equity Investments: 10-15%Fixed Income: 10-15%Derivatives: 5-10%Alternative Investments: 5-10%Portfolio Management and Wealth Planning: 10-15%
All Study Formats Are Available
Start your CFA® prep journey with training courses and resources designed by experts to maximize the efficiency and effectiveness of your studies.
Discover available study formats and packages!
Live In-Person Classes
Your ultimate real-life classroom experience, combining benefits of instructor-led classes with interactive feedback, the Morgan Promise and support all the way.
Live Online Courses
Designed for busy professionals in mind, this format is ideal if you cannot attend classes but need the structured schedule and support that a live class provides.
Prepare at your own pace and convenience with our industry-leading tools and resources.
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