Chartered Financial Analyst (CFA®) Designation

Considering the CFA charter?

Looking to propel your career in investment management? The CFA charter is a powerful credential, respected around the world.

Position yourself as a leader in finance.

Why Become A CFA Charterholder

The Chartered Financial Analyst "CFA" designation is a globally sought after graduate-level investment management credential granted by CFA Institute.

Whether you are a practicing investment professional, switching careers, or looking to start your future in finance, the CFA charter can open doors for career growth, better job security and greater income which in turn can lead to an improved quality of life.

Click here to view CFA FAQ for Charter Financial Analyst salary details.

First awarded in 1963, today the CFA designation is held by more than 178,000 professionals globally, and is growing 7% annually with nearly 200,000 test takers per year. Successful candidates take on average between 4 to 5 years to earn the CFA charter. The minimum time to complete all three exams is 18 months.

How To Earn the CFA Charter

The path to becoming a CFA charterholder has 4 steps:


Learn More 

CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels confirms a strong knowledge of the rigorous CFA curriculum, and is one of the requirements for earning the Charter Financial Analyst designation.


Learn More 

Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.


Learn More 

In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character.


Learn More 

Apply to become a regular member of CFA Institute. Once your application is approved and you have joined CFA Institute, you will have earned the CFA charter.

What is the CFA Program?

Passing the CFA exams puts you on the path to earn the charter.


Learn More 

The Level I CFA exam (basic knowledge exam), is a "time-pressure exercise of learning a little about a lot of topics". Exam Success provides winning study solutions that cut the fat, teach you how to tackle the overwhelming volume and breadth of material and give you the keys to answer the questions (standalone Multiple Choice) the "CFA" way.


Learn More 

The Level II CFA exam (Analyst's exam), is considered to be the toughest; in terms of content complexity as well as question format (Item Set). These new challenges call for a new game plan — and Exam Success delivers. Our winning study solutions synthesize the material, cut the distractions and teach you the analytical and applied skills you need to crack the Item Set code.


Learn More 

The Level III CFA exam (Portfolio Manager's exam) is made up of Item Set questions, and Essay questions — the main source of pain and where Exam Success helps you ratchet up the points. Here on the home stretch our winning study solutions help you correctly interpret the questions and construct the answers using the right keywords, writing style and structure, all in the right amount of time.

The CFA Program is divided into three levels of exams that must be taken in succession. While the curriculum is designed for self-study, many candidates elect to prepare with Exam Success to faciliate the process.

View FAQ for details on CFA exam dates, topics, structure, weightings, registration costs...

20 years in business image

CFA candidate?

Choose Exam Success. We take pride in our place as Canada's longest-serving CFA Program prep provider. Since 1999 we've helped 1000s of candidates worldwide pass — quick, no sweat.

Your simplest path to a pass.

Pass with the Prof.

Exam Success students prepare to pass the CFA Program exams by learning from one of the most talented teachers in the profession; company Founder Prof. Brian Gordon, CFA, CFP, CIM, MBA, FSCI.

No-nonsense prep students love.
CFA Instructor Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, teaching at Ryerson University

Your Next Step

Select your CFA exam level to start.

Our study solutions by Prof. Gordon do the hard work for you. They cut the fat, uncomplicate the content and show you where to invest your time, efficenty guiding you to exam success.

Arrow-more button link to Level I CFA Courses and Materials

Arrow-more button link to Level II CFA Courses and Materials

Arrow-more button link to Level III CFA Courses and Materials.

Voted Best CFA Prep*

Top Choice Award Nominee for CFA Program Exam Prep Provider with Most Customer Satisfaction Votes

What Sets Exam Success Ahead

Not all CFA Program prep is created equal.







Exam Success students work at top firms:

*5/5-Star Rating Average (1000+ Exam Success Student Surveys 2014 - 2019). 2019 Top Choice Award Nominee in multiple categories. Exam Success follows CFA Institute Prep Provider Guidelines. Required Disclaimer: CFA Institute does not endorse, promote or warrant the accuracy or quality of the products or services offered by Exam Success. CFA Institute, CFA® and Chartered Financial Analyst are trademarks owned by CFA Institute.

Chartered Financial Analyst

The gold standard designation in the financial services industry.

More arrow-more

"Your materials are clear, simple and strategically focused on exam-critical concepts and questions and kept me on track to a pass.

Lilianna Patino

More arrow-more

"If it weren’t for you, I don’t think I'd have ever cleared this exam... I’m even thanking the guy who told me about you.

Michael Tofilis

More arrow-more

"Thanks for your level II Calgary class. I passed and I couldn't have done it without your to-the-point tips."

Edis Tupkovic

More arrow-more

"Thanks for removing the CFA curriculum drudgery and helping me confidently and efficiently get to the finish line. Exactly what I needed."

Alpa Atha

More arrow-more

"I'm using your Level 2 videos. The jokes you crack make it like a real class. I'll be telling my co-workers at KPMG all about your great courses."

Olayemi Dada

More arrow-more

"Your classes were incredibly helpful! Thanks for answering my many questions and being so encouraging. You're the best! "

Alifiya Sohail

More arrow-more

"I passed...first try! Your online study program & final review class contributed a great deal."

S. Holland

More arrow-more

"Your course kept me on pace, explained the material in much simpler terms than the CBOK, played a huge part in my passing L1 & L2!"

Greg O.

More arrow-more

"I passed! I found your review course incredibly useful, especially in helping me focus my efforts in the final few days before the exam.

Katie G.

More arrow-more

"I passed! Your Queens MFIN CFA course helped me shape the areas I needed to focus on in the final stretch and was a HUGE help."

Mark Davis

More arrow-more

"I couldn't have done it without your simplified, to-the-point, slimmed down Level II material. The Exam Success program truly made all the difference."

Scharlet Igo

More arrow-more

"Thanks for giving us Queen's MFins the extra push. You put the pro in Professor!"

Frank Li

More arrow-more

"Prof. Gordon made it easy. His teaching style is simply fantastic. He provides concept clarity, is concise and yet detailed enough."

Tejvinder M.

More arrow-more

"Overwhelmed with joy to be awarded the CFA charter. It has been a very rewarding experience. I owe it to your guidance Brian!"

Pavel Kuperman

More arrow-more

"Having written Level 1 twice before, I can confidently say I wouldn't have been able to do it without your classes."

Alex Suddard

More arrow-more
CFA Student Testimonial - David SugamanCEO Olde Thompson, LLC

"If there were an Exam Prep Hall Of Fame, Prof. Brian Gordon would earn the #1 rank on it for best CFA exam prep teacher."

David Sugarman

More arrow-more

"I'm crying with joy right now... you are the very reason that I passed... You are amazing, professor. I'm speechless."

Le Nhu Gia Khang

More arrow-more
To the top