What is CFA?
The chartered financial analyst (CFA) charter is a professional designation offered by the
CFA Institute. The CFA Institute is an organization that measures and certifies the
competence and integrity of financial analysts.
Complete a valid bachelor's degree
Hold a valid bachelor's degree from any accredited university or institution.
Currently an Undergraduate
Level I: The exam window must fall within 23 months of the candidate's graduation month.
Level II: The exam window must fall within 11 months of the candidate's graduation date.
Level III: The candidate's degree must be completed by the month before the exam date.
Have 4000 hours of work experience
Accumulate 4000 hours of relevant professional work experience in the finance industry.
CFA Charterholder
Eligibility
To become a CFA charterholder, your professional work experience must meet the
following criteria.
Investment
Decision Making
Evaluating financial, economic, or statistical data in investment processes directly.
Supervisory Roles
Managing or overseeing individuals who perform qualifying investment-related work.
Teaching & Research
Teaching topics directly related to investment and finance activities.
Minimum
Work Hours
At least 4,000 hours of investment-related work experience completed over 3 years.
The Three CFA Levels
10 topics, 2 Practical Skills Modules
Topics:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Statement Analysis
- Corporate Issuers
- Equity Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management
Practical Skills Modules:
- Financial Modeling
- Python Programming Fundamentals
10 topics, 3 Practical Skills Modules
Topics:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Statement Analysis
- Corporate Issuers
- Equity Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management
Practical Skills Modules:
- Financial Modeling
- Python Programming Fundamentals
- Analyst Skills
6 topics, 4 pathways
Topics:
- Asset Allocation
- Portfolio Construction
- Performance Evaluation
- Derivatives & Risk Management
- Ethical and Professional Standards
- Portfolio Management: Private Wealth, Institutional Asset
Practical Skills Modules:
- Portfolio Development and Construction
- Portfolio Management: Private Wealth (optional pathway)
- Asset Allocation: Private Wealth pathway (optional pathway)
- Managing Private Wealth, Joint Private Wealth portfolio (optional pathway)
CFA & Saudi Vision 2030
Saudi Arabia's Vision 2030 demands world-class financial professionals. Upskill ensures you become one.
The transformation brought about by Saudi Arabia's Vision 2030 entails one of the most revolutionary changes being implemented by a nation in recent times. Saudi Arabia transformed from reliance on oil to establishing itself as one of the top nations in the world, creating investment opportunities. We are witnessing a strong momentum in non-oil industries such as tech, green energy, tourism, start-ups, real estate, and finance. The country is creating a more welcoming environment for foreign investors with smarter regulatory updates and privatization. This shift is unlocking new pathways in venture capital, private equity, and the public markets.
The financial sector in Saudi Arabia is continuously developing, and the market needs well-rounded finance professionals who truly understand and uphold professional ethics. The Certified Financial Analyst (CFA) charter is a prestigious professional credential that provides candidates with knowledge about the complex world of finance. Upskill is here to help you navigate this transition. We offer structured, offline CFA training designed to help you build the exact knowledge and ethical foundation required by today's finance industry
