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Introduction to the CFA Program

Interested in the CFA Program? Fitch Learning can help you decide whether it's right for you.
4.1 (55 ratings)
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4,166 students enrolled
Created by Fitch Learning
Published 8/2013
  • 28 mins on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
To help you decide whether the CFA Program is the qualification, and provide you with some expert tips for planning your studies.
View Curriculum
  • None, although in order to enrol on the CFA Program you will need to have a Bachelors degree, or four years of professional work experience.

Committing to take the CFA Program exams is a big decision. Rob Thakur, CFA, one of Fitch Learning's most experienced CFA trainers, will take you through everything you need to know about the Program, and give you his expert tips on how to approach Level I.

The CFA charter is an elite designation. It is considered the gold standard within the investment profession, and its typical candidates include fund managers, analysts, investment bankers, portfolio managers and traders. The designation is career-enhancing, well respected, credible, globally recognised and globally relevant. 

The curriculum is based on the Candidate Body of Knowledge, which is divided into four broad areas:

  • Ethics and Professional Standards
  • Investment Tools
  • Asset Classes
  • Portfolio Management and Wealth Planning

The Level I exam is held twice a year, in June and December, at a number of test centres around the globe. At Level I, the exam consists of two 3-hour multiple choice papers, each containing 120 questions, which are both taken on the same day. The exams are administered by CFA Institute, the leading global association of investment professionals, who recommend candidates spend a minimum of 300 hours preparing for each Level.

The exam consists of 240 multiple choice questions, which have three possible answers (A, B or C), and stand alone from each other. All questions are equally weighted, and there are no penalties for guessing an answer or getting one wrong. 

CFA Institute designs the curriculum books to deliver what it calls the 'Candidate Body of Knowledge' (CBOK). The curriculum at Level I is organised into 18 study sessions, and 67 assigned readings. Each reading has specific learning outcome statements (LOS) assigned to it. When studying, you should keep referring to the LOS in your curriculum books, so that you are confident you're covering everything you need to know. 

To take the CFA Level I exam:

1. Enrol as a CFA candidate and register for the exam using the CFA Institute website. The earlier you register for an exam, the cheaper the exam fee will be. The enrolment fee is typically $400, and the exam fee around $700. 
2. Receive the CFA Institute Level I curriculum books, the key study text for the Level I exam, and are included in your exam fee.
3. Go through the curriculum books, and be sure to enrol for the Fitch Learning Complete CFA Level I course on Udemy.com.
4. Take the exam in either June or December.
5. Pass your exam!
6. Tell your friends about how great this Fitch Learning Level I course was, and get in touch with us about Level II!

Working with nine of the top ten investment banks and nine of the top ten fund managers (ranked by assets under management), Fitch Learning is a global financial services training company with training centres in London, Singapore, New York and Dubai. We pride ourselves on innovation, our enthusiasm for teaching and our commitment to our candidates. 

Having operated for 12 years as 7city Learning, in January 2013 we became part of the Fitch Group, combining with the Fitch Training unit to form Fitch Learning. 

If you would like to find out more about Fitch Learning’s full CFA offerings, including classroom teaching, live webcasts, question banks, mock exams and diagnostic assessment software, and to find out more about CFA Levels II and III, please visit the Fitch Learning website

Who is the target audience?
  • Individuals who wish to learn more about the CFA Program, and how to approach their studies.
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Curriculum For This Course
Expand All 6 Lectures Collapse All 6 Lectures 01:09:56
The CFA Program
6 Lectures 32:46
Introduction to the CFA Program

Find out all about the CFA Program, who it works, and how to approach your studies. 

Find out more about how Fitch Learning can support your CFA studies here .

If the CFA Program isn't for you, why not check out Fitch Learning's introduction to the Claritas Investment Certificate? Claritas is aimed at individuals supporting the investment process, such as those in operations, IT, compliance, legal and HR. 

Tutor: Rob Thakur, CFA, Fitch Learning
Introductory video lecture by Fitch Learning

Find out more about the CFA charter.
Download the CFA charter brochure from CFA Institute
21 pages

Find out why employers value the CFA charter.
Why employers value the CFA charter
13 pages

New charterholders share their experiences of the charter. 

Watch more videos by CFA Institute here.
CFA charterholders share their experiences

What to expect from the CFA Program.
What to expect from the CFA Program
About the Instructor
4.2 Average rating
193 Reviews
7,126 Students
18 Courses
Our ambition is to sharpen yours.

Working with nine of the top ten investment banks and nine of the top ten fund managers (ranked by assets under management), Fitch Learning is a global financial services training company with training centres in London, Singapore, New York and Dubai.

With the largest, full-time faculty of CFA charterholders in the business, we bring years of experience to our training programmes. Their ability to explain complex topics will be instrumental in preparing you for your exams. We pride ourselves on our innovation, our enthusiasm for teaching and our commitment to our candidates. See what out candidates say here .

Having operated for 12 years as 7city Learning, in early 2013 the company became part of the Fitch Group, merging with their existing education division, Fitch Training. Now sitting alongside Fitch Ratings and Solutions, Fitch Learning is better resourced than ever to support CFA and Claritas candidates worldwide. Fitch Learning is a CFA Institute approved prep provider.

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