Chartered Financial Analyst  Designation

Looking to propel your career in the investment management profession? The CFA charter is a powerful and versatile credential that is respected around the world. 

Position yourself as a leader in finance

Earn the top designation in the global finance industry

Why Become A CFA Charterholder

The Chartered Financial Analyst (CFA) designation is a globally sought after graduate-level investment management credential granted by the American-based global organization of investment professions (CFA Institute).


Whether you are a practicing investment professional, switching careers, or looking to start your future in finance, the CFA charter can open doors for career growth, better job security and greater income which in turn can lead to an improved quality of life.

Click here to view CFA FAQ for Charter Financial Analyst salary details.


Successful candidates take on average between 4 to 5 years to earn the CFA charter. The minimum time to complete all three exams is 18 months.

First awarded in 1963, today the CFA designation is held by more than 178,000 professionals globally, and is growing 7% annually with nearly 200,000 test takers per year.

How To Earn the CFA Charter

The path to becoming a CFA charterholder has 4 steps:
Step 1
Pass CFA Program Exams

The CFA Program consists of three levels, each with its own exam. Passing the exam for all three levels confirms a strong knowledge of the rigorous CFA curriculum, and is one of the requirements for earning the Charter Financial Analyst designation.

Step 2
Achieve Qualified Work Experience

Complete at least 4,000 hours of experience, in a minimum of 36 months, before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.

Step 3
SUBMIT SUPPORTING
REFERENCE LETTERS

In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character.

Step 4
APPLY TO CFA INSTITUTE FOR THE
CFA CHARTER

Apply to become a regular member of CFA Institute. Once your application is approved and you have joined CFA Institute, you will have earned the CFA charter.

Pass with the Prof.

Exam Success students prepare to pass the CFA Program exams by learning from one of the most talented teachers in the profession; company founder Prof. Brian Gordon, CFA, CFP, CIM, MBA, FSCI.

No-nonsense prep students love.

What is the CFA Program

The CFA Program is divided into three levels of exams that must be taken in succession. 

CFA Level 1

The Level 1 CFA exam (basic knowledge exam), is a "time-pressure exercise of learning a little about a lot of topics". Exam Success provides award winning study solutions that cut the fat, teach you how to tackle the overwhelming volume and breadth of material and give you the keys to answer the questions (standalone Multiple Choice) the "CFA" way.


CFA Level 2

The Level 2 CFA exam (Analyst's exam), is considered to be the toughest; in terms of content complexity as well as question format (Item Set). These new challenges call for a new game plan — and Exam Success delivers. Our award winning study solutions synthesize the material, cut the distractions and teach you the analytical and applied skills you need to crack the Item Set code.

CFA Level 3

The Level 3 CFA exam (Portfolio Manager's exam) is made up of Item Set questions, and Essay questions — the main source of pain and where Exam Success helps you ratchet up the points. Here in the home stretch our award winning study solutions help you correctly interpret the questions and construct the answers using the right keywords, writing style and structure, all in the right amount of time.

Organizations Whose People We’ve Prepped

CIBC

national bank of canada

jP Morgan

Citigroup

TDBank

Scotiabank

Royal Bank of Canada

Investors Group

Manulife Financial

CPP Investment Board

AGF

Barrick

Why Choose Exam Success

Best instruction

Prep dynamo Prof. Brian Gordon cuts the fat, clears the fog and shows you the sweet spot for studying. Learn More

superior support

Want feedback from a real, live expert who can steer you straight? We're ready to roll up our sleeves. Learn More

success guarantee

Whatever life throws your way, you can repeat your entire Plus prep package for free. Learn More

100% canadian

We are proud to be a Canadian company and our prices (all in Canadian dollars) reflect that. Learn More

ultimate flexibility

Commute-free and available 24/7 virtually, our CFA exam prep fits conveniently into your life. Learn More

quality assurance

We follow CFA Institute's best practices, ensuring our prep meets the highest standards. Learn More

want a sneak peak?

Click for free CFA study materials and course access for your CFA exam level

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