Chartered Financial Analyst (CFA)

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CFA is a designation awarded by the CFA Institute to experienced financial analysts who have passed exams in economics, financial accounting, portfolio management, security analysis and standards of conduct. Prerequisites include having a four year degree and three years investment experience, or four years qualified work experience. This designation which is held mostly by institutional money managers and stock analysts carries quite a bit of prestige. Average completion time for the course is four years.

Issuing Organization:

CFA Institute


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Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

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