CFA (Chartered Financial Analyst)

Roles that need it

• Equity Research Associate
• Portfolio Analyst
• Credit Research Analyst
• Fund Selection Analyst
• Investment Banking Analyst (M&A)

Skills it belongs to

• Company valuation (DCF, multiples)
• Portfolio construction and allocation

Related concepts

• FRM (Financial Risk Manager)The FRM is the risk management certification of GARP (Global Association of Risk Professionals). It has two exam parts covering risk models, credit, market, liquidity and operational risk, and requires two years of relevant work experience.
• ACCAACCA is the professional accountancy qualification of the Association of Chartered Certified Accountants, recognised across many countries. It combines up to 13 exams in three levels, an ethics module and three years of relevant practical experience.

Sources

• CFA Program, CFA Institute (external site) accessed 31 Oct 2026

Updated 31 Oct 2026.