Who Is A Chartered Financial Analyst (CFA) And What Is Their Role?

Chartered Financial Analyst Course

Chartered financial analyst (CFA) is a professional designation awarded by the CFA Institute to candidates possessing proven competence in wealth management and investment analysis. In other words, CFAs are the all-stars of the money management industry.

Who is a CFA?

A CFA charter holder is a person having the highest distinction in the investment management profession. So, the next time you come across a person with CFA as a part of their title, know that they are professionals with in-depth training in core skills of investment strategy and high-level money management.

Role of CFA in an Organization

The aspiring candidates of a CFA program can expect to be in job roles like Portfolio Manager, Risk Manager, Chief Executive, Research Analyst, Financial Advisor, Consultant, Accountant/Auditor, Investment Banking, Corporate Financial Analyst. The job responsibilities may vary according to job-roles but below discussed are some responsibilities that a Chartered Financial Analyst should be ready to take up:

  • To make sound decisions about companies, stocks, and industries to make money for the organization.
  • Track the performance of stocks and collect data in spreadsheets for interpretation by clients and stockbrokers.
  • Research and track the financial position of an organization or industry.
  • Evaluate current and historical data.
  • Recommend individual investment options and collective investment options, known as portfolios.
  • Study financial statements to determine value.
  • Study economic and business trends.
  • Prepare reports.
  • Meet company officials and investors for better recommendations.

Different levels of Chartered Financial Analyst Course 

Financial Analyst CoursesA CFA Program teaches and tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. For those wondering how to become a CFA, here’s the process:

Pass CFA Exams: CFA Program comprises three levels of the curriculum, each with an exam. Passing all three levels is a prerequisite to obtaining a CFA charter.

Achieve Qualified Work Experience: Complete work experience requirements that should directly involve investment decision-making or a profile that adds value to a similar process.

Submit Reference Letters: To support your membership application, you need to provide 2-3 professional references to testify your work experience and professional character.

Apply to Become a Charter-holder: Finally, you can apply for regular membership of the CFA Institute. Once approved and you join CFA Institute, you will earn the CFA charter.

Note: As an aspiring investment professional, you must know the basics of financial analysis, ratio analysis, SWOT analysis, etc., and relevant skills to thrive in a highly competitive industry. The CFA Program equips you with the expertise and real-world skills in investment analysis that help you advance your career.

Why Get a CFA?

CFA Is Most Prestigious Designation in Finance and Investment

CFA designation makes you a valuable asset to the financial industry.

CFA Curriculum Bridges Your Knowledge of Finance

If you aim to have a career in the finance sector, CFA and its curriculum are an excellent choice to prepare a solid knowledge base and top-notch technical skills.

CFA Provides Ample Networking Opportunities

Through a CFA program, you come across millions of CFAs, who provide an unparalleled network to leverage for your career.

Waive Licensing Requirements as CFA and Explore Markets Overseas

Lastly, CFA is a Ticket to Associate with Major Investment Firms

To sum up, a Chartered Financial Analyst course is the key to a golden future in Finance. To have a strong base for these courses for financial analysts, you can enroll in MBA programs and other financial modeling courses from Imarticus.

MBA coursesThey offer an extensive learning package, donned with in-depth knowledge on the basics of ratio analysis, SWOT analysis, financial management, and much more. Contact us today for more on Financial modeling Courses!

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