We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

×

˹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

Register