Chartered Financial Analyst (CFA)


A Chartered Financial Analyst (CFA) is a specialized professional who looks after financial decisions and investment policies of big companies. A Chartered Financial Analyst is a person trained in areas of management accounting, financial management and investment. Earning a CFA charter demonstrates mastery of a broad range of practical portfolio management and advanced investment analysis skills that will be a limelight for one’s career. CFAsnis are in great demand in the finance sector, especially banks, financial institutions, insurance companies, and large corporations.


A portfolio manager is one who assists an individual in investing in the best available investment plans for guaranteed returns in the future.

The job of a research analysts is to study market conditions to examine potential sales of a product or service. They help companies understand what products people want, who will buy them, and at what price.

Financial advisers, research and consider all retail investment products or providers available to meet the client’s needs.

Financial analysts are responsible for financial planning and analysis for companies and corporations. They forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects.

  • Make investment decisions based on business/ industry forecasts or economic conditions through analyzing financial information
    • Monitor developments in the fields of industrial technology, business, finance, and economic theory
    • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programmes
    • Track fundamental economic, industrial, and corporate developments by analyzing information from multiple channels
    • Recommend investments and investment timing to companies, investment firm staff, or the public
    • Determine the prices at which securities should be syndicated and offered to the public
    • Prepare plans of action for investment, using financial analyses
    • Evaluate and compare the relative quality of various securities in a given industry