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CFA Colorado > Sites > CFA® Program
 

 Overview

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charter holder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Our society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Many of our members hold the esteemed CFA designation.

 CFA Preparation

Education 

CFA candidates preparing to take CFA Level I, II, or III exams and looking for a CFA study group can go to Google Groups and type in cfa society of colorado to find a listing of the various groups that have been established.

We also have partnered with two leading national test preparation companies, Schweser and Stalla, to offer discounts for 2010 CFA® exam candidates.   Also, check out the CFAI Prep Resources.

Please contact Clark Whitten at clark.whitten@janus.com with any questions.

Scholarships

The CFA Society of Colorado provides up to ten (10) scholarships per fiscal year (in addition to $250 in re-imbursement per candidate for CFA required curriculum books/materials).

As many as five (5) scholarships are awarded for the December Level I exam in September and additional five (5) scholarships are awarded for the summer Level I, II, and III exams in December each year.

Applications for the December exam scholarships are due by Friday, Aug. 13.   

Forms are available on the CFA Institute website. Please include a resume, transcript, and a brief essay on career goals should be sent to Clark Whitten, 16272 W. 66th Cir., Arvada, CO 80007.

 
 

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.

 Talking Points

Here are some additional facts and talking points about the CFA designation you can share with others.

 Who Is CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 


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