The Chartered Financial Analyst (CFA) program comprises three levels. Level 1 covers a broad range of topics, establishing a foundation in investment tools and concepts. Level 2 dives deeper into asset valuation, focusing on applying concepts from Level 1. Level 3 emphasizes portfolio management and requires candidates to synthesize and apply knowledge from the previous levels. Each level must be passed sequentially. Level 1 is offered twice a year, while Levels 2 and 3 are offered once a year. Completing all three levels, combined with relevant work experience, leads to the CFA charter.

The CFA program consists of three levels, designed to progressively build knowledge and expertise in the field of finance. Level I serves as an introduction, covering a broad range of topics such as ethics, economics, and financial reporting. Level II focuses on the application of these concepts in asset valuation, including equity, fixed income, derivatives, and alternative investments. It requires candidates to analyze and apply the knowledge gained in Level I. Level III is centered on portfolio management and requires candidates to synthesize and apply the knowledge acquired in the previous levels. This level emphasizes advanced topics like risk management, wealth planning, and behavioral finance. Each level has a rigorous exam, and candidates must pass them sequentially. Upon successful completion of all three levels, candidates can earn the prestigious CFA charter, demonstrating their expertise in investment management and financial analysis.

It can be advantageous to pursue the CFA program before completing a Master of Business Administration (MBA). The CFA program provides in-depth knowledge and expertise in finance, focusing specifically on investment management and financial analysis. By completing the CFA program first, you establish a strong foundation in these specialized areas, demonstrating a high level of dedication and competence in the field. This can enhance your credibility and job prospects in finance-related roles. Additionally, the CFA designation is widely recognized and respected in the finance industry, and employers often prioritize candidates with the CFA charter. Subsequently, pursuing an MBA after the CFA program can complement your finance expertise with broader business knowledge and leadership skills, providing a well-rounded skill set to advance your career in finance or related fields.

Visit the CFA Institute’s official website, which operates as the curriculum’s governing body, to obtain your CFA test admit card. Follow these steps to download your admit card: 1.Go to the CFA Institute’s website (www.cfainstitute.org). 2.Use your registered email address and password to log into your account. If you don’t already have one, you will need to create one. 3.Once logged in, navigate to your candidate dashboard or a section specifically dedicated to exam details. 4.Look for the section related to exam admission tickets or admit cards. 5.Click on the link to download your admit card. It is usually available a few weeks before the exam date. 6.Review the details on your admit card, including your personal information and exam details, to ensure accuracy. 7.Save a copy of the admit card to your computer or print it out for future reference. 

A learner can always refer to the Schweser notes which are made available on the CFA’s official website to the registered members. However, for learners who enroll with Zell Education, they will be getting the study material in both soft and hard copy form from Zell, we have our own curriculum team that makes our books in a very simple language for better understanding of the learners.

The overall cost is divided into 2 parts, one amount is to be paid for registration which is $350 and this will be valid for 10 years. There are total of 3 levels in CFA, to attempt each of these levels an examination fees of $940 for each attempt prior to the exam is to be paid directly to the CFA body.

CFA level 1 exams are conducted 4 times in a year in the months of February, May, August, and November. CFA level 2 exams are conducted three times a year during the months of May, August, and November. Level 3 CFA exams are conducted twice in a year in the months of February and August.