What it is
Investment analysis and portfolio management credential across three levels, valued in research, asset management and corporate finance.
How to show it on your CV
If you are a candidate, state the level you have passed. Do not claim the charter before earning it.
Example listing
CFA Charterholder, CFA Institute, [Year] | CFA Level [II] cleared, [Month Year]
- Use the exact official name of the credential.
- State your status honestly: completed, part-qualified or in progress.
- Add the year and the awarding body.
- Back the credential with achievements in your experience section.
Requirements, fees and rules change. Check the awarding body's official website for current details before planning your studies.
Roles where it helps
Cost ControllerSenior levelFinancial AnalystMid levelSenior Financial AnalystSenior levelFP&A ManagerSenior levelBusiness Finance PartnerSenior levelFinancial ModelerMid levelCorporate Finance AnalystMid levelCredit AnalystMid levelCredit ManagerSenior levelRelationship Manager (Corporate Banking)Senior levelLoan UnderwriterMid levelTreasury AnalystMid level