Chartered Financial Analyst (CFA)

The CFA designation is the standard among finance professionals by which employers validate the knowledge, integrity and professionalism of investment managers and financial analysts.

CFA Level I

The Chartered Financial Analyst (CFA) designation is the globally recognized standard among finance professionals by which employers validate the knowledge, integrity and professionalism of investment managers and financial analysts. The Chartered Financial Analyst (CFA®) Program consists of three levels of examination measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level. The CFA exam is administered annually in more than 70 nations worldwide.

The Review Program

The Department of Finance at the University of Illinois will sponsor a review course in the spring semester to prepare candidates for the CFA Level I examination. This review course coupled with the appropriate course work will cover the material you need to pass the CFA I examination.

Orientation Meeting

The first meeting will be held in January. The syllabus and the six Schweser books will be distributed at that time.

CFA Exam I

The CFA Exam will be given on the first Saturday of June every year. The closest locations for taking the examination are Indianapolis, Chicago and St. Louis.

Registration

To register for the class, please complete the registration form and make a check payable to the University of Illinois for $750. The registration forms are available in the Department of Finance. Please bring the completed registration form and check to 340 Wohlers Hall. If you are not on campus, you may register by sending the registration form and the check to:

Be sure to pick up a CFA registration and Enrollment materials in 340 Wohlers Hall.