Edge Designations

What is the CFA® Program and the CFA® Designation?

The CFA Program is administered by the CFA Institute, a global organization dedicated to setting the standard for excellence and ethics in the investment profession. The CFA (Chartered Financial Analyst®) designation, is widely regarded as the highest distinction in the investment management field.

The CFA Program focuses on investment knowledge, professional ethics, and practical portfolio management skills. With members in over 165 countries, the CFA Institute fosters a global community of investment professionals committed to excellence.

Who should consider pursuing the CFA® Program?

The CFA designation is ideal for individuals aspiring to excel in roles such as:

• Portfolio Managers
• Research Analysts
• Investment Bankers
• Risk Managers
• Financial Advisors
• Consultants
• Asset Managers

How do you become a CFA® charter holder from START to FINISH?

To become a CFA charter holder, you need to follow these steps:

1. Pass all three levels of the CFA exams.
2. Educational Requirements: Have a bachelor's degree or equivalent, or be in the final year of your degree program when registering for Level I.
3. Work Experience: Accumulate at least 4,000 hours of work experience (over a minimum of three years) in roles involving investment decision-making or producing a positive impact on financial markets.
4. Join the CFA Institute: Apply for membership, pay applicable fees, and commit to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Once you have completed the above, you are eligible to receive the CFA charter.

Study Options for the CFA® Program

You can prepare for the CFA Program using either of the following options:

Option 1: Self-Study Using CFA Institute Material

• Utilize the CFA Program Curriculum provided upon registration.
• Access practice questions and mock exams from the CFA Institute.

Option 2: Use a Prep Provider like Edge Designations

A prep provider like Edge Designations offers additional resources to help candidates prepare effectively. Study options include:

• Online classes
• Detailed notes and summaries
• Question banks and practice questions
• Revision classes
• Full-length practice exams

Edge Packages:

• Online Program
• Revision & Exam Prep Program
• Question Bank
• Full Set of Notes
• Videos
• Exams Package

Fees Overview:

• Fee 1:The CFA Program requires a one-time enrollment fee of $350. Additionally, the exam registration fees depend on when you register:
  • Early Registration: $990
  • Standard Registration: $1,290
• Fee 2: Paid to Edge Designations for additional study resources and classes.

Is there a time limit to complete the CFA® Program?

No, there is no time limit to complete all three levels of the CFA Program. However, most candidates take an average of 3–5 years.

When does one take the CFA® exams / When are the exam sittings?

The CFA exams are offered during specific exam windows throughout the year:

• Level I: Offered four times a year in February, May, August, and November.
• Level II: Offered three times a year in May, August, and November.
• Level III: Offered twice a year in February and August.

Candidates must register for their desired exam window and schedule their exam appointment within the available dates. Exam windows typically span several weeks to provide flexibility in choosing a convenient date and time. For the most accurate and updated schedule, refer to the CFA Institute's exam calendar.

Where does one write the CFA® exam?

The CFA exams are computer-based and administered at proctored Pearson VUE testing centers worldwide. Remote proctoring options may be available in certain circumstances.

Does the CFA Institute offer other designations or programs?

Yes, the CFA Institute offers additional certifications and programs, such as:

• Investment Foundations Certificate: A foundational program covering the basics of investment management.
• Certificate in ESG Investing: Focused on environmental, social, and governance considerations in investing.

For more information visit www.cfainstitute.org