Global Professional Exams

  1. CFA Level I

    Successful completion of the CFA level I exam is the first of three steps in obtaining global recognition as a professional with the highest...
  2. CFA Level II

    Focusing on asset valuation and ethics, this exam is the second of three steps in advancing your professional career to a high global standard.
  3. CFA Level III

    Focusing on asset valuation and ethics, this exam is the second of three steps in advancing your professional career to a high global standard.
  4. CFP Certification

    Successful completion of CFP certification requirements grants an individual the right to use the CFP trademark, which indicates their proven ability...
  5. CMT Level I

    The first of the three exams that must be completed in order to achieve the widely accepted CMT designation. Focuses on basic definitions and...
  6. CMT Level II

    This exam is the second of three steps. Candidates must be apply to apply the basic concepts learned in level one to more advanced methods of...
  7. CMT Level III

    In the last exam, candidates must demonstrate their ability to examine charts and technical data in order to formulate research opinions, portfolio...
  8. FRM - Part I

    In this first of two exams the candidate will be exposed to risk management concepts. The exam covers responsibilities of risk managers in...
  9. FRM - Part II

    In this first of two exams the candidate will be exposed to risk management concepts. The exam covers responsibilities of risk managers in...
  10. ERP

    The Energy Risk Professional (ERP®) Exam is the first and only professional designation for energy risk. It is designed to measure a candidate's...
  11. Licensed International Financial Analyst (LIFA) - Level I

    The Licensed International Financial Analyst (LIFA®) program is administered by the International Research Association (IRA). Since it was created...
  12. IRS Special Enrollment Examination (SEE)

    The Internal Revenue Service offers the Special Enrollment Examination to people who want to became an Enrolled Agent (EA).
Professionals FAQs
  1. Where can I look for a financial planner?

    References from trusted friends or family members can help you find a financial planner; however, keep in mind that your friends' financial situations and goals may differ from yours and, therefore, their planners won't necessarily be the best fit for you.The Certified Financial Planner (CFP) Board of Standards certifies financial planners and maintains an online list of certified financial planners on its CFP Board of Standards website.
  2. If I am looking to get an Investment Banking job. What education do employers prefer? MBA or CFA?

    If you are looking specifically for an investment banking position, an MBA may be marginally preferable over the CFA. The caveat here is that the MBA would most probably need to be from a Top-20 B-School.The Chartered Financial Analyst (CFA) is well worth considering if you (a) are aiming for an entry-level position in investment banking, and/or (b) cannot afford to shell out six figures for an MBA or have to settle for a lesser-known B-school.That's because in the investment banking field, most entry-level positions are at the analyst level.
  3. Can I still pass the CFA Level I if I do poorly in the ethics section?

    You may still pass the Chartered Financial Analysis (CFA) Level I even if you fare poorly in the ethics section, but don't count on it. The CFA Institute has long emphasized that ethics is a particular area of focus for it. The seriousness with which the CFA Institute views ethics is evident from the fact that for exam candidates with borderline total scores, performance on the ethics section can mean the difference between passing and failing the exam.
  4. Under the USA, registration as an IAR includes all of the following EXCEPT:

    Under the USA, registration as an IAR includes all of the following EXCEPT: A. Minimum net capitalB. Passing a qualification examC. Filing a consent to service of processD. Posting a surety bond The correct answer is "A", since only an IA would need to prove minimum net capital requirements.
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