Szintek

CFA ® Levels

The curriculum is broken down into three levels, all of which have to be passed in order to complete the CFA ® qualification. In addition to passing all CFA ® levels you are also required to have a minimum of fours years relevant practical experience before achieving charter status.

Level 1

Curriculum breakdown %
Financial Reporting & Analysis 20
Ethical & Professional Standards 15
Fixed Income 12
Quantitative Methods 12
Economics 10
Equity Investments 10
Corporate Finance 8
Derivatives 5
Portfolio Management & Wealth Planning 5
Alternative Investments 3

Level 2

Curriculum breakdown %
Equity Investments 20-30
Financial Reporting & Analysis 15-25
Ethical & Professional Standards 10
Alternative Investments 5-15
Corporate Finance 5-15
Derivatives 5-15
Fixed Income 5-15
Portfolio Management & Wealth Planning 5-15
Economics 5-10
Quantitative Methods 5-10

Level 3

Curriculum %
Portfolio Management & Wealth Planning 45-55
Fixed Income 10-20
Ethical & Professional Standards 10
Alternative Investments 5-15
Derivatives 5-15
Equity Investments 5-15
Source: CFA Institute