Compare Our Programs

CFA Institute offers investment industry educational programs that are recognized and respected around the world. See which one best fits your career goals.


CFA Program Portfolio and wealth managers, investment and research analysts, professionals involved in the investment decision-making process, and finance students who want to work in the investment management profession Approximately 4 years to complete 3 exams (Level I, II, and III)

Yes. You must have one of the following:

  • Bachelor’s (or equivalent) degree (or be in the final year of bachelor’s degree program)
  • 4 years of professional work experience
  • A combination of professional work and university experience that totals at least 4 years
  • Successfully pass the 3 exams
  • Have 4 years of professional work experience in the investment decision-making process (accrued before, during, or after passing the exams)
  • Join CFA Institute as a regular member

CFA (Chartered Financial Analyst®) charter

More about the CFA Program
CIPM Program Portfolio managers, investment consultants, financial advisors, sales & client service professionals, and other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients A minimum of one year No
  • Successfully pass the two exams (Levels I and II)
  • Have two years of specific professional experience* in investment performancerelated activities or four years in the investment decisionmaking process
  • A combination of professional work and university experience that totals at least 4 years
*Professional experience may be accrued before, during, or after participation in the CIPM exams.

CIPM designation

More about the CIPM Program
Investment Foundations Program Anyone who works with or supports investment decisionmakers in the investment management profession Up to 6 months to prepare for 1 exam No Successfully pass the exam

CFA Institute Investment Foundations certificate

More about the Investment Foundations Program