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THE CFA CHARTERThe Chartered Financial Analyst Designation
The most widely known and respected investment credential in the world
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ABOUT CFA INSTITUTE
CFA Institute is the global association of
investment professionals that has set the
standard for professional excellence since1947. The CFA Institute community includes
135,000 members in 150 countries around the
world.
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ABOUT CFA INSTITUTE
Mission: To lead the investment profession
globally by promoting the highest standards of
ethics, education, and professional excellence
for the ultimate benefit of society.
Becoming a CFA Charterholder brings you into
an elite group of practitioners focused on globalfinancial excellence.
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WHAT IS THE CFA CHARTER?
Since 1963, the CFA (Chartered Financial Analyst)
Charter has been recognized as the top globally recognizedinvestment credential since 1963
Deemed the gold standard by industry leaders and employers
A designation held by over 90,000 investment professionals in
more than 135 countries Top employers
- Regulators in 19 countries recognize the charter as a proxy forcertain licenses
If youre looking for a passport to the world of investmentand finance, earning the CFA charter could be the mostimportant move you make in your career.
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HOW DOES THE CFA PROGRAM DIFFERFROM A GRADUATE PROGRAM?
FOCUS: While MBA programs cover abroad range of topics, the CFA Programfocuses specifically on investmentknowledge.
FORMAT: The self-study format makes iteasier for you to work full time while youearn the charter.
WORK EXPERIENCE: 48 months
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GROWING DEMAND FOR THE CFA CHARTER
Candidate exam registration
0
50,000
100,000
150,000
200,000
250,000
1997 1999 2001 2003 2005 2007 2009 2011 2013 2015
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CFA Institute Members by Region
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CFA Program Candidates by Region
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WHAT CAN I DO WITH THE CFA CHARTER?
Portfolio ManagerRisk ManagerCompliance
AnalysisEquityFixed IncomeAlternativesDerivatives
Corporate Finance
Academia
Financial AdvisorWealth Management
Trader / Broker
Relationship ManagerSales & MarketingInvestor Relations
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GLOBAL EMPLOYMENT OPPORTUNITY
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TOP 10 CFA EMPLOYERS IN MN
Ameriprise (80)
Wells Fargo (67)
US Bank (49)
Thrivent Financial (40)
Nuveen Investments (34)RBC (31)
Advantus Capital Management, Inc. (29)
Jeffrey Slocum & Associates (24)
Sit Investment Associates, Inc. (24)Parametric Portfolio Associates LLC (22)
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EDUCATION + CHARTERHOLDER STATUS
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Alternatives and derivativesEconomic theory
Ethics
Financial reporting
Investment (equity and fixed income) analysis
Performance measurement & evaluation
Portfolio management
Quantitative methodsRisk management
Wealth planning
WHAT WILL I STUDY?
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THE THREE LEVELS OF THE CFA EXAM
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THE LOWDOWN ON THE LEVEL 1 EXAM
When: You can sit for Level I during your senior year or after youhave graduated, but not sooner
Dates: Your options are the 1st Saturday of December or June
Register: Online at www.cfainstitute.org
Exam locations: Hundreds of testing centers worldwide,including Minnesota
How long to study: 300 hours over 4-5 months is considerednecessary
Cost: $450 one-time program fee + $860 exam registration(early registration costs less; late costs more)
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ABOUT CFA SOCIETY MINNESOTA
Job postings
Exam review weekend
Career development
workshops Compensation survey
Member directory
LinkedIn group
Internships
Advice
CFA Institute ResearchChallenge
Attend any of 70 eventsper season
Discounts
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The 2016 Local Competition
Participating Universities
Augustana UniversityBethel University
College of St. Benedict & St. John'sMinnesota State University Moorhead
North Dakota State UniversityUniversity of Minnesota
University of Minnesota, DuluthUniversity of North Dakota
University of St. Thomas
CFA INSTITUTE RESEARCH CHALLENGE
In this annual program universitystudents work in teams toresearch and analyze the stockof the publicly traded subjectcompany.
Students meet face-to-face with
company management and withtheir CFA Charterholdermentors. Each team producesan initiation-of-coverage report.
The 4-5 teams with the highestscores present and defend their
thesis to a panel of local industryveterans.
Local & regional winnersadvance to the Americascompetition and global final.
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WHO IS A CFA CHARTERHOLDER?
CREDIBLE: Has demonstrated a mastery of acomprehensive body of knowledge, fulfilled four years ofon-the-job experience, and adheres to a code of ethics.
COMMITTED: Has dedicated an average of 900 hours
of study to pass all three levels of the rigorous CFAexaminations.
CURRENT: Has access to continuing education andlifelong learning resources.
CONNECTED: Is a member of a network of more than135,000 investment professionals in 150 countries.
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