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What is a Chartered Financial Analyst?
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What is a Chartered Financial Analyst?
Blog

What is a Chartered Financial Analyst?

Ride Digital 2021-03-19T09:39:25-05:00 March 19th, 2021|Blog|

Written By: Phil Kernen Chartered Financial Analyst (CFA) is a [...]

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Chartered Financial Analyst (CFA) requirements

Bachelor’s degree from an accredited college/university or equivalent education/work experience
Successful completion of all 3 levels of the CFA Exam
Forty-eight months of acceptable professional work experience (usually in the investment decision making process)
Join the CFA Institute and sign the Professional Conduct Statement

Certified Financial Planner (CFP®) requirement

Bachelor’s degree (or higher), or its equivalent in any discipline, from an accredited college or university
complete the course work for, and pass, the CFP Certification Examination
6,000 hours of experience through the Standard Pathway, or 4,000 hours of experience though the Apprenticeship pathway that meets additional requirements
Adhere to the high standards of ethics and practice outlined in CFP Board’s Standards of Professional Conduct
Complete 30 hours of continuing education (CE) accepted by CFP Board every two years

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