BankTrainingCenter.com offers banking exams, banking degree training, and professional development for banking professionals

Chartered Financial Analyst (CFA)

Seeking to earn the prestigious CFA designation? Then you've come to the right place!

Bank Training Center offers CFA training and exam prep courses for those professionals interested in earning the prestigious Chartered Financial Analyst designation.

The CFA Institute awards the CFA charter, regarded as the designation of excellence in the investment community. If you pass all three exams, meet the professional and ethical requirements, and become a regular member of CFA Institute, you become a CFA charterholder. Earning a CFA designation positions charterholders to compete and succeed in the global workplace.

Click here for steps to obtain CFA® certification and become a CFA charterholder.


Curriculum

To earn the CFA charter, candidates must successfully pass through the CFA Program, a graduate-level self-study program. Candidates can expect to spend approximately 250 hours in pursuit of this CFA designation.

The course of study is determined by the Candidate Body of Knowledge™ (CBOK), thus surveys of present charterholders around the world help to determine the framework for the curriculum and exams, drawn from the following Topic Areas:
  • Ethical and professional standards
  • Quantitative Methods for Investment Analysis
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Analysis of Equity, Debt, Derivative and Alternative Investments
  • Portfolio Management and Wealth Planning

Examination Requirements

There is an examination at the conclusion of each Level, offered at locations throughout the world. Candidates must complete three levels of examinations sequentially. Candidates may enroll for only one examination at a time. Candidates who fail an examination are encouraged to repeat the level.

Candidates are permitted take as long as necessary to complete the program, and there is no limit to the number of times candidates may take each exam. The curriculum changes each year to meet the dynamic nature and complexity of the global investment profession.

Each examination is six hours in duration, divided between morning and afternoon sessions. A two-hour lunch break is provided at the conclusion of the morning session.
  • Level 1 - the exam is offered two times per year, June and December, and is composed of multiple-choice questions.

  • Level 2 - the exam is offered in June only, and is composed of item-set questions.

  • Level 3 - the exam is offered only in June only, and is composed of item-set and essay questions.
Candidates must wait to receive their examination results before enrolling for the next examination because the results will determine whether a candidate must repeat the current level or advance to the next level.


Additional Requirements

Candidates must meet experience and education requirements and ethical standards, including four years of qualified, professional work experience or a combination of work and college experience that totals at least four years; plus, have a U.S. bachelor’s (or equivalent degree), OR be in the final year of a bachelor's degree program.


Ongoing Requirements

Upon receiving notification of acceptance, charterholders will be required to pay annual dues of $225 (may be prorated depending on month) and society dues that vary depending upon one’s local society.


Recommended Courses & Available Training Options

Bank Training Center offers multiple courses and training formats for earning the CFA designation.

Simply select either of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CFA - Chartered Financial Analyst".


Recommended Books, CDs, and DVDs


Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing
Earn your License quickly and easily!
 Designations/Certifications
Improve your knowledge and industry standing!




Continuing Education
CE courses to maintain your license or designation!
 Professional Development
Products & Services to help manage and grow your career!





Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales, IT


Feature Items
The Do's and Don'ts of Signature Card Contracts
The Do's and Don'ts of Signature Card Contracts
Document Retention And Destruction Policies For Financial Institutions
Document Retention And Destruction Policies For Financial Institutions
Avoiding Safe Deposit Lawsuits
Avoiding Safe Deposit Lawsuits
Board Certified in Estate Planning (BCE)
Board Certified in Estate Planning (BCE)
Notary Public
Notary Public
Certified Foreclosure Specialist
Certified Foreclosure Specialist
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
Call Report for Banks - Recent Changes, Highlights, and Pitfalls
Bank Internal Audit School
Bank Internal Audit School
Securities License
Securities License
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Fundamentals of Loan Processing
Fundamentals of Loan Processing
Dealing With Difficult People Seminar
Dealing With Difficult People Seminar
Designations/Certifications
Accredited Investment Fiduciary (AIF®) Certified Income Specialist (CIS) CFP Review Course
Certified Annuity Specialist (CAS) Certified IRA Services Professional (CISP) Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT) Certified Lender Business Banker (CLBB) Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS) Certified Personal Banker (CPB) Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR) Certified Retirement Services Professional (CRSP) Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES) Certified Securities Operations Professional (CSOP) Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP) Certified Senior Advisor (CSA) Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP) Certified Tax Specialist (CTS) Steps to Achieve CFP® Certification
Certified Financial Services Security Professional (CFSSP) Certified Trust and Financial Advisor (CTFA)  
Certified Funds Specialist (CFS) CFP Courses for Certification  
Licensing
Insurance Licensing Series 24 Exam Prep Series 51 Exam Prep
Securities Licensing Series 26 Exam Prep Series 53 Exam Prep
Series 3 Exam Prep Series 27 Exam Prep Series 55 Exam Prep
Series 4 Exam Prep Series 28 Exam Prep Series 62 Exam Prep
Series 6 Exam Prep Series 30 Exam Prep Series 63 Exam Prep
Series 7 Exam Prep Series 31 Exam Prep Series 65 Exam Prep
Series 9 Exam Prep Series 32 Exam Prep Series 66 Exam Prep
Series 10 Exam Prep Series 37 Exam Prep  
Series 11 Exam Prep Series 38 Exam Prep  
Professional Development
Bank Compliance Training And Education Banking Certifications / Designations Mortgage Broker Training
Bank Fraud Prevention Continuing Education Courses Mortgage Loan Processor Training
Bank Management Estate Planning Trusts and Estates Training
Bank Teller Training Loan Officer Training