General

Requirements to obtain the Financial Analysis Certification (CFA)

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In the financial scenario, the role of financial analysts as executors of the best statistical valuation practices to prevent risks and give the best investment recommendations to their clients stands out. However, in such a competitive world, constant preparation is vital, and the Financial Analysis Certification Program CFAChartered Financial Analyst ) administered by the CFA Institute of the United States, is the highest standard of professionalization in this regard, and requires a series of ethical and professional requirements on the part of the applicants :

  1. The applicant must be a professional committed to their field of study and exercise
  2. Must possess a progressive personality that advocates innovation and constant learning
  3. It will be essential that you have a university degree
  4. You will need to approve the three levels of Certification by using CFA study material
  5. As well as verify at least four years of relevant professional experience in the field according to the guidelines stipulated by the CFA Institute
  6. You must be part of the local CFA Association
  7. And exercise according to the CFA code of ethics

Certification requires the approval of three exams focused on the study of tools and methods to improve investment practices, assess assets and establish strategies for the management of fixed income, variables or financial derivatives, among other topics.

Once endorsed by the CFA Institute , the professional acquires a superior curricular level in the sector, is part of a network of financial investors of global level, as well as a continuous training program in which the CFA Institute , in collaboration with the involved local entities, promote courses, conferences and work of specialization and constant updating.

Therefore, any professional involved in the financial field who seeks to develop optimally, should consider applying to the aforementioned program, but not before preparing in a relevant manner with a Diploma in preparation for the CFA level 1 exam. Designed to cover ten elementary topics in the specialization of financial analysts in the first level of the CFA through a teaching-learning methodology adaptable to the needs of students which in turn promotes self-taught techniques:

  • Professional and ethical standards

Global system of ethical and professional behavior in the field of investments.

  • Quantitative methods

Basic concepts of the methods and their diverse applications and formulas.

  • Economy

Analysis of supply and demand, study of market structures, business cycles, exchange rates, and currency flows and international trade.

  • Financial analysis and reports

Emphasis on international standards of the system of financial reports, global operations, debts and taxes.

  • Corporate finance

Focus on financial issues within organizations.

  • Portfolio management

Strategies for the successful management of financial portfolios.

  • Capital investment

Types of equity securities and measurements of the share portfolio.

  • Fixed rent

Topics on security in fixed income investment, as well as portfolio reference.

  • Derivatives

Theory about future markets and the current options for analysis and investment tasks.

  • Alternative investments

Real estate, private capital and basic products.

About the author / 

Robert B. Wilfong

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