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˹ŵ˾app Program

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (˹ŵ˾app®). As a ˹ŵ˾app® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.

The ˹ŵ˾app® charter gives you expertise and real-world skills in investment analysis. Join more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism.

˹ŵ˾app Program

Why the ˹ŵ˾app Program Is Right for You

As an aspiring or practicing investment professional, you need the knowledge and skills to thrive in a highly competitive industry. The ˹ŵ˾app Program is  designed to equip you with the kind of expertise and real-world skills in investment analysis that will help you advance your career. Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the ˹ŵ˾app Program offers a way to move forward and achieve your professional goals.

˹ŵ˾app Program Benefits

  • certificate icon Demonstrating Your Expansive Knowledge and Skills

    Designed with your future in mind, the ˹ŵ˾app Program provides a strong foundation in advanced investment analysis and real-world portfolio management skills. Ongoing input from industry experts ensures that the curriculum remains relevant and prepares charterholders to enter today’s market.

  • stairs icon Relevant in a Variety of Career Paths

    ˹ŵ˾app charterholders occupy a range of investment decision-making roles, typically as a research analyst or portfolio manager. ˹ŵ˾app charterholders go on to enjoy lifelong careers in asset and wealth management, investment banking, commercial banking, and consulting, alongside a diverse range of career paths in-and-outside the industry.

  • Acclaim Icon Value in an Evolving Industry

    As a globally recognized credential in the investment management profession, earning the ˹ŵ˾app charter demonstrates to employers that you have the knowledge and commitment to thrive in today’s complex and evolving investment industry. The ˹ŵ˾app® designation is a mark of distinction, and investment firms know it represents a higher standard.

Thinking about Your Next Step?

Take our assessment to learn whether becoming a charterholder — and joining the ranks of elite investment professionals — is right for you.

Tools and Resources for Your Journey to Becoming a ˹ŵ˾app Charterholder

We Invest in Your Success

Earning the ˹ŵ˾app charter requires a commitment to learning and excellence. ˹ŵ˾app Institute can help you realize your ambitions to join the global ˹ŵ˾app charterholder community with a variety of resources.

  • Study Tools: ˹ŵ˾app Institute has developed a comprehensive Learning Ecosystem that is available to all registered candidates. It includes an official program curriculum, study sessions for each level, custom study plans, and more.
  • Prep Providers: In addition to the support provided by ˹ŵ˾app Institute, candidates in the ˹ŵ˾app Program can benefit from extra exam prep courses and materials. Approved prep providers are required to meet ˹ŵ˾app Institute standards.
  • Scholarships: As part of the ˹ŵ˾app Institute commitment to promoting the highest standards of professional excellence, scholarships help make the ˹ŵ˾app Program more accessible for people who want to advance in their careers.

Are You Ready to Start ˹ŵ˾app Program?

Learn more about exam dates, costs, test locations, and other important registration details