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The
Chartered Financial Analyst registration
is a globally recognized standard
for measuring the competence and
integrity of financial analysts.
The curriculum develops and reinforces
the knowledge of investment principles.
As a
CFA candidate you study for three
levels of exams and take them sequentially.
Exams for all levels are held in
locations around the world.
Level 1 exams are held in June and
December while Levels 2 and 3 are
only given in June.
You
can take as long as you need to
complete the CFA program and there
are no limits to the number of times
you can sit for each exam.
Exam
Requirements:
Candidates must complete the
exams sequentially. Candidates
who fail repeat that level the
next period. Level 1 consists
of multiple-choice questions,
Levels 2 and 3 consist of problems,
cases, essays, and a small number
of multiple -choice questions.
Application processing takes
about three weeks with the final
deadline generally being March
1. Applications can be filed
over a specific time period
with certain cut-off dates;
the closer to the actual exam,
the more expensive the application
fee is.
Test
Preparation:
A description of the CFA
certification and CFA test preparation
materials are available by
clicking here.
Securities
Registration:
Many CFAs take staff positions
in brokerage house research
departments and go on to take
the
Series 7 and
63 exams. CFAs
also often set up as Registered
Investment Advisers, and
take the
Series 65 exam.
Note that the
Series 66 exam is accepted
as the equivalent of the 63
and 65 exams only if the registrant
holds the Series 7 exam.
Click here to see (and order)
our study materials for the
various FINRA exams
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