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Obtaining the CFA designation demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. To become a charter holder, candidates must

• Pass all three levels of the CFA Program examinations.

• Have at least 4,000 hours of qualified work experience, completed in a minimum of 36 months. Qualified hours must be directly related to the investment decision-making process.

• Provide 2-3 professional references. 

• Be a member in good standing of the CFA Institute.