Chartered Financial Analyst (CFA)
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What Is a Chartered Financial Analyst (CFA)?Ìý
A chartered financial analyst (CFA) is a globally-recognized professional designation given by theÌý, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Why is it Important?
Widely considered the apex for professional development in investment management, the CFA designation is valued by employers for roles and functions in every sector of the global finance industry, including portfolio management, analysis, private wealth, and consulting. But the CFA charter also equips professionals with the versatility to take their career paths in different directions.
The Leeds School of Business is an Affiliated University of the CFA
TheÌýÌýrecognizes academic institutions that embed a significant portion of the CFA Program Candidate Body of Knowledge (CBOK) into their curriculum. Both the Undergraduate Finance Emphasis and MS Finance programs are affiliated. The Affiliation program provides scholarships and other benefits. Currently enrolled Juniors, Seniors and Graduate students can apply for and sit for the exam at any time. Please also and reach out to Matthew.Fleming@colorado.edu to discuss.
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Start Building Your Finance Network Before Graduation
If you’re studying finance, business, economics, or investment decision-making at CU Boulder, CFA Society Colorado is one of the easiest ways to start building real connections in the investment industry before you graduate.
Student membership gives you access to a local network of more than 1,700 members of the CFA Society Colorado across Colorado (with just under 60 in Boulder alone), along with events, career resources, professional development, and opportunities to meet people working across wealth management, asset management, research, banking, private markets, and more.
For students considering the CFA Program or a career in finance, this is a chance to move beyond the classroom and start learning from the people already doing the work. You’ll gain exposure to industry conversations, ethical leadership, market perspectives, and a community that can support your growth at every stage of your career.
Student membership is available for students pursuing degrees related to finance, business, economics, or investment decision-making and is currently $60 annually through CFA Society Colorado. Joining now is a small step that can make your future in finance feel much closer.
To learn more about the society visit and to see current events see .
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