CFA是“特许金融分析师”(Chartered Financial Analyst)的简称，是由Association for Investment Management and Research美国投资管理协会（简称AIMR）所主办的全球金融专业认证。是美国以及全世界公认金融证券业最高级别资格证书，也是全美重量级财务融机构的分析从业人员必备证书。它是证券投资与管理界的职业资格称号。目前，CFA资格被全球顶尖金融机构采用成为主要人力资源评估标准。
要成为AIMR认证的CFA，必须具备以下3项条件：
1.须通过CFA Level 1、Level 2和 Level 3 连续三阶段的考试，考生必须通过一阶段后才能报考下一阶段。
第一级考试一年两次，分别在6月及12月。
第二级以及第三级考试每年一次，在6月举行。
一般而言，考取一个CFA需要花至少三年的时间。考生一但报名，必须在三年内通过level 1 考试，七年内通过三关测验，如超过7年须再缴候选人注册费用100美金。
2.至少三年财务投资分析与决策相关的工作经验。
3.缴交年费参加AIMR会员以及签署职业道德公约。
目前CFA在世界各地高校都有合作伙伴，在这些硕士课程里，同时安排有关日后准备CFA Level 1、Level 2考试的相关课程.此类课程约占全部课程的70%，有助学生快速获得CFA 资格。
以下美国学校是目前CFA项目的合作伙伴
1. Baruch College, The City University of New York（NYC, US）
Executive MS in Financial Statement Analysis and Securities Valuation
2. Boston University （Boston, Massachusetts, United States）
Master of Science in Investment Management
3. Cornell University （Ithaca, New York, United States）
MBA Program at the Johnson School of Management
4. Fordham University （New York, New York, United States）
Bachelor of Science in Finance
Master of Business Administration: Finance and Business Economics Concentration with Investment Management Specialization
Master of Science in Quantitative Finance
5. Georgia Institute of Technology （Atlanta, Georgia, United States）
Master of Business Administration
6. Howard University （Washington, DC, United States）
MBA in Finance
BBA in Finance
7. Louisiana State University （Baton Rouge, Louisiana, United States）
Master of Science in Finance
Bachelor of Science in Finance
8. Marquette University （Milwaukee, Wisconsin, United States）
Applied Investment Management Program
9. Michigan State University （East Lansing, Michigan, United States）
Bachelor of Arts in Finance
MBA Program
10. New York University （New York, New York, United States）
MBA with a specialization in Finance
11. Ohio State University （Columbus, Ohio, United States）
MBA in Finance
BSBA in Finance
12. Rutgers University （Newark, New Brunswick, New Jersey, United States）
B.S. in Finance at the Rutgers Business School- Newark and New Brunswick
MBA Program at the Rutgers Business School-Newark and New Brunswick
13. Saint Louis University （St. Louis, Missouri, United States）
John Cook School of Business
Bachelor of Science in Finance, Financial Analyst Track
14. Texas A&M University（College Station, Texas, United States）
MBA
MS in Finance
BBA in Finance
15. Texas Tech University （Lubbock, Texas, United States）
Bachelor of Business Administration, Finance Major with Investments Emphasis
16. Tulane University （New Orleans, Louisiana, United States）
Master of Finance (New Orleans campus)
Bachelor of Science in Management, Finance Major
17. University of California, Irvine （Irvine, California, United States）
MBA
18. University of Florida （Gainesville, Florida, United States）
Bachelor of Science in Business Administration with a Major in Finance
Master of Science in Finance
19. University of Illinois at Urbana-Champaign （Champaign, Illinois, United States）
Master of Science in Finance
20. University of Iowa （Iowa City, Iowa, United States）
MBA, Finance
21. University of Kansas （Lawrence, Kansas, United States）
Bachelor of Science in Business, Major in Finance
22. University of Maryland （College Park, Maryland, United States）
Bachelor of Science in Business Administration with a major in Finance
23. University of Minnesota （Minneapolis, Minnesota, United States）
MBA
24 University of Missouri at Columbia （Columbia, Missouri, United States）
Bachelor of Business Administration, Concentration in Finance
25. University of Nebraska-Lincoln （Lincoln, Nebraska, United States）
Bachelor of Science in Business Administration, CFA Track within the Finance Major
26. University of North Carolina at Chapel Hill （Chapel Hill, North Carolina, United States）
Master of Business Administration, Concentration in Investment Management
27. University of Pittsburgh （Pittsburgh, Pennsylvania, United States）
MBA with Concentration in Finance Program
BS in Business Administration with Major in Finance
28. University of Rhode Island (Kingston, Rhode Island, United States)
Bachelor of Science, Major in Finance
29. University of Richmond (Richmond, Virginia, United States)
BSBA with a concentration in Finance
30. University of San Francisco (San Francisco, California, United States)
MS in Financial Analysis
31. University of Southern California (Los Angeles, California, United States)
MBA
BS in Business Administration
32. University of Virginia (Charlottesville, Virginia, United States)
B.S. in Commerce with a Concentration in Finance
33. University of Wisconsin-Madison (Madison, Wisconsin, United States)
Master of Business Administration, Applied Securities Analysis Program
34. Virginia Tech (Blacksburg, Virginia, United States)
BS in Finance
要成为AIMR认证的CFA，必须具备以下3项条件：
1.须通过CFA Level 1、Level 2和 Level 3 连续三阶段的考试，考生必须通过一阶段后才能报考下一阶段。
第一级考试一年两次，分别在6月及12月。
第二级以及第三级考试每年一次，在6月举行。
一般而言，考取一个CFA需要花至少三年的时间。考生一但报名，必须在三年内通过level 1 考试，七年内通过三关测验，如超过7年须再缴候选人注册费用100美金。
2.至少三年财务投资分析与决策相关的工作经验。
3.缴交年费参加AIMR会员以及签署职业道德公约。
目前CFA在世界各地高校都有合作伙伴，在这些硕士课程里，同时安排有关日后准备CFA Level 1、Level 2考试的相关课程.此类课程约占全部课程的70%，有助学生快速获得CFA 资格。
以下美国学校是目前CFA项目的合作伙伴
1. Baruch College, The City University of New York（NYC, US）
Executive MS in Financial Statement Analysis and Securities Valuation
2. Boston University （Boston, Massachusetts, United States）
Master of Science in Investment Management
3. Cornell University （Ithaca, New York, United States）
MBA Program at the Johnson School of Management
4. Fordham University （New York, New York, United States）
Bachelor of Science in Finance
Master of Business Administration: Finance and Business Economics Concentration with Investment Management Specialization
Master of Science in Quantitative Finance
5. Georgia Institute of Technology （Atlanta, Georgia, United States）
Master of Business Administration
6. Howard University （Washington, DC, United States）
MBA in Finance
BBA in Finance
7. Louisiana State University （Baton Rouge, Louisiana, United States）
Master of Science in Finance
Bachelor of Science in Finance
8. Marquette University （Milwaukee, Wisconsin, United States）
Applied Investment Management Program
9. Michigan State University （East Lansing, Michigan, United States）
Bachelor of Arts in Finance
MBA Program
10. New York University （New York, New York, United States）
MBA with a specialization in Finance
11. Ohio State University （Columbus, Ohio, United States）
MBA in Finance
BSBA in Finance
12. Rutgers University （Newark, New Brunswick, New Jersey, United States）
B.S. in Finance at the Rutgers Business School- Newark and New Brunswick
MBA Program at the Rutgers Business School-Newark and New Brunswick
13. Saint Louis University （St. Louis, Missouri, United States）
John Cook School of Business
Bachelor of Science in Finance, Financial Analyst Track
14. Texas A&M University（College Station, Texas, United States）
MBA
MS in Finance
BBA in Finance
15. Texas Tech University （Lubbock, Texas, United States）
Bachelor of Business Administration, Finance Major with Investments Emphasis
16. Tulane University （New Orleans, Louisiana, United States）
Master of Finance (New Orleans campus)
Bachelor of Science in Management, Finance Major
17. University of California, Irvine （Irvine, California, United States）
MBA
18. University of Florida （Gainesville, Florida, United States）
Bachelor of Science in Business Administration with a Major in Finance
Master of Science in Finance
19. University of Illinois at Urbana-Champaign （Champaign, Illinois, United States）
Master of Science in Finance
20. University of Iowa （Iowa City, Iowa, United States）
MBA, Finance
21. University of Kansas （Lawrence, Kansas, United States）
Bachelor of Science in Business, Major in Finance
22. University of Maryland （College Park, Maryland, United States）
Bachelor of Science in Business Administration with a major in Finance
23. University of Minnesota （Minneapolis, Minnesota, United States）
MBA
24 University of Missouri at Columbia （Columbia, Missouri, United States）
Bachelor of Business Administration, Concentration in Finance
25. University of Nebraska-Lincoln （Lincoln, Nebraska, United States）
Bachelor of Science in Business Administration, CFA Track within the Finance Major
26. University of North Carolina at Chapel Hill （Chapel Hill, North Carolina, United States）
Master of Business Administration, Concentration in Investment Management
27. University of Pittsburgh （Pittsburgh, Pennsylvania, United States）
MBA with Concentration in Finance Program
BS in Business Administration with Major in Finance
28. University of Rhode Island (Kingston, Rhode Island, United States)
Bachelor of Science, Major in Finance
29. University of Richmond (Richmond, Virginia, United States)
BSBA with a concentration in Finance
30. University of San Francisco (San Francisco, California, United States)
MS in Financial Analysis
31. University of Southern California (Los Angeles, California, United States)
MBA
BS in Business Administration
32. University of Virginia (Charlottesville, Virginia, United States)
B.S. in Commerce with a Concentration in Finance
33. University of Wisconsin-Madison (Madison, Wisconsin, United States)
Master of Business Administration, Applied Securities Analysis Program
34. Virginia Tech (Blacksburg, Virginia, United States)
BS in Finance
