Tue Feb 2, 2021
Getting the CFA charter is a grueling process, however, the benefits that you reap at the end of the journey will make you realize that it was all worth it. Earning the CFA designation can move your resume to the top of the pile in extremely competitive fields, including portfolio management, investment banking, business development, and corporate mergers and acquisitions. The path to becoming a CFA charterholder is challenging, but it can open new doors to you in global finance. Though every professional's path toward becoming a chartered financial analyst may be different, here are the most common steps you can take to become one:
1. Enroll for the CFA program
2. Pass three levels of the CFA program.
3. Obtain qualified work experience.
4. Become a Member of the CFA Institute
5. Abide by the Code of Ethics1. Enroll for the CFA program to become a CFA candidate, you have to first enroll in the CFA program before registering for the Level I exam. To enroll in the program, you need to meet one of the following requirements:
Wealth Manager, financial Advisor, an avid reader and finance enthusiast.