Talk:Chartered Financial Analyst

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Bravo! Mr. Barrett. Having had an instructor working on the CFA program [the letters CFA should not be used as a noun] before, I understand that achieving the CFA designation is not easy at all. Your version of this article gives it more "punch". Paradigmbuff 16:16, Nov 24, 2004 (UTC)

The title of article must be correct to Chartered Financial Analyst

Contents

[edit] Criticism of the CFA exam

Should there be a short section about criticism of the CFA exam, with regard to fees, subject matter, etc? Finnancier 15:21, 30 June 2007 (UTC)

[edit] Merge with Chartered Financial Analyst Exam

Yes - they fit together better then separately, though the exam page could stand some revision. Gary 16:31, 24 October 2005 (UTC)

[edit] Contrasting CFA and MBA in finance to help prospective candidates

I like this sentence and feel it can be expanded to help the reader: "... critics note, however, that the program is focused on portfolio management and financial analysis, and thus the designation, in fact, provides only a generalist knowledge of other areas of finance."

I think it helps to answer one of the most frequently asked questions that potential candidates for CFA program have: "How is the CFA program different from an MBA in Finance? How do i know to choose one over the other?"

I have once tried to explain it this way: "Risking generalization, I would characterize an M.B.A. degree [in finance] as focusing on internal, corporate treasury or corporate financial management issues, and the CFA program as focusing on the external, market valuation of tradable securities issued by corporations. "

Perhaps the sentence on "critics note" can be expanded into a new paragraph or section to contrast the differences between an MBA in finance and the CFA program. This would help many at a career juncture make a better contrast and choice between the two programs. You are free to use or rephrase the last quotation from mine.

K Cheah

[edit] Proposal

Would it be strange to create a category: Wikipedian CFA Charterholders? Fintor 13:25, 11 January 2006 (UTC)

Do other professional designations (CPA, CA) have such a page? If so I guess it wouldn't be a big deal. Otherwise I wouldn't.
check out User:Jakub/Userboxes/CFA

[edit] Schweser

Based on counsel I have received from others, I will delete the Schweser link as it is purely commercial. If we were to allow this to remain I think we would end up with every possible prep course provide sticking their links out here as well which is not what Wikipedia is for. I think if folks follow the links to CFA Institute or Analyst Forum, they would be able to locate prep course provider information.Montco 05:50, 6 March 2006 (UTC)

[edit] Tone

This is a hardcore copy-paste job. It sounds exactly like the pamphlet I got when I registered for the exam.--72.225.16.223 16:16, 13 August 2006 (UTC)

[edit] OBJECTION for merge with CFA Institute

CFA Institute is one notable investment institutions in United State and Canada, and CFA is one of notable investment qualification worldwide, so it is disadvantage to merge with the article of CFA institute.

Against. The Institute and the credential are different and the Institute oversees other programs beyond the CFA program. Gary 17:26, 22 August 2006 (UTC)

Against The person who tossed out the merge tag didn't even leave a reason as to why. Are CPA and the various accounting bodies merged? No. There are separate articles for a reason. CFA Institute also engages in advocacy, continuing professional education and research. And you don't have to be a charterholder to be a member of CFAI.Montco 01:15, 25 August 2006 (UTC)

[edit] Fees details

Could someone please provide the details of the fees for the course in the article.

[edit] CFA Series 7 equivalent?

I am not sure the comment on the CFA being recognized as equal to the series 7 by the SEC. I could not find any reference to this by the CFA Institute, NASD nor the SEC. What I was able to find is NASD and SEC giving exemptions for those who have passed level I and II for the CFA exam for Series 86/87. Not the series 7. So whoever noted this as being equivalent we need a source. Otherwise I propose changing this back comment to NASD gives exemptions to series 86/87

[edit] Alternatives to the CFA

It seems as if I have heard of one upstart alternative to the CFA. Another exam sequence. I can't find any information on this now. Does anyone know anything about this?

There is one called the LIFA. Its three years but they offer a waiver if you have the CFA charterMontco 00:31, 3 December 2006 (UTC).


[edit] Legal and Other

Need to update citations in this area. Also, this piece is very promotional. Not sure about the 24% earnings increase for holders of this designation as this research seems sponsored by the same group. Not sure if CFA has any accreditation or other legal sanction in the USA. —The preceding unsigned comment was added by Financiallawyer (talk • contribs) 23:07, 5 February 2007 (UTC).

The study seems to have been sponsored? The article says:
"A study by the CFA Institute showed that professionals with the designation earn salaries 24% higher than their peers with equivalent credentials in equivalent positions."
Yeah it was sponsored by the CFA Institute. And I would think its ok as long as that sponsorship is disclosed. Nothing nefarious going on. If you object that much take it out. Better yet I'll do it for you. Assuming you have no concerns other than this piece, I will remove the cleanup tag as well.Montco 01:44, 6 February 2007 (UTC)

[edit] Is CFA is Renamed as MS-Finance of (ICFAI)

any one who knows a lot of information about the that —The preceding unsigned comment was added by 61.17.193.95 (talk) 12:22, 8 February 2007 (UTC).


The "CFA" issued by the Indian Institute is offered as that because they lose a lawsuit to the CFA Institute over the name. That "CFA" has nothing to do with this designation. Montco 04:50, 9 February 2007 (UTC)

MS-Finance and MFA are two Post Graduate Degree courses offered by ICFAI University. Both of these courses are UGC Recognised and legally valid degrees. On successful completion of the course a student additionally receives the CFA Charter.59.93.169.19 11:20, 1 December 2007 (UTC)

Question: Do we really need 400 words telling us what CFA is NOT (related to India's CFA degree)? Albertod4 (talk) 20:02, 11 December 2007 (UTC)

Update: I have tackled the unnecessarily long ICFAI paragraph. I've done all I could quickly, but somebody may want to take another ax to it. Albertod4 (talk) 02:24, 4 May 2008 (UTC)

[edit] Some have passed without a masters

Although the stated curriculum is at the masters level, the first two exams are based on a multiple-choice format and historically some candidates have prepared for—and passed—the exams using only the study notes provided by third-party vendors, such as the Schweser Study Series.[1].

  • I'm removing the second half of this statement. The reference makes no mention of Schweser, which makes me think this is just spam. In addition, the mention of "some candidates" is a weasel phrase. If someone can find a reliable source that mentions the actual proportion of candidates that pass without a master's, cite and reinsert. - 134.174.174.181 (talk) 17:34, 19 February 2008 (UTC)

For the record, 37% of charterholders do NOT hold any sort of post-baccalaureate degree, according to the most recent CFAI membership profile. —Preceding unsigned comment added by Albertod4 (talk • contribs) 02:33, 4 May 2008 (UTC)

[edit] CFA is NOT a worldwide charter

Hi, The CFA offered by the CFAI is not certainly recognised worldwide. In UK, you cannot use the the designation CFA if you have passed out fron this American institute. Similarlu, if you are from India, you cannot apply to Governmental jobs which ask for a CFA Charter. These should be incorporated in to this article. Shovon (talk) 18:42, 5 May 2008 (UTC)

Both of these are already addressed Albertod4 (talk) 03:21, 15 May 2008 (UTC)