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It’s administered by the CFA Institute, which is an international organization that strives to promote knowledge and financial literacy in investments.
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What is a Chartered Financial Analyst (CFA)?Ī Chartered Financial Analyst (CFA) is a globally recognized and respected financial certification for financial professionals who would like to develop their expertise in investment management. Let’s take a closer look at what this designation is, what it takes to earn it, and if it makes sense for you to consider working with a CFA based on your individual requirements. Many CFAs also work with individuals and families who don’t yet have considerable wealth, while a majority hold positions at financial institutions in various roles not working directly with individual investors. If you’re an individual or family with considerable wealth seeking a financial professional with the credentials to oversee a complex portfolio of investments, hiring a Chartered Financial Analyst (CFA) may be right for you.