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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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