Which Investment Management Training Programs Truly Show Results?

There is only one investment management training program that is deemed valid for those individuals that are entering the practice of investment and portfolio management or fund analysis, the Chartered Financial Analyst, or CFA program. The program has three levels that are required in order to be deemed certified to manage an investment fund or portfolio in behalf of an investment management company.

Other Investment Management Programs

There are many other programs that deal with investment management of an individual or advisory level, but they do not provide the same amount of depth that is covered by the CFA program. The Certified Financial Planner (CFP) program is for individuals engaged in the practice of managing individual assets or providing financial advice. An individual who possesses a FINRA Series 7 General Securities Representative or Series 65/66 Uniform/Combined Investment Advisor Law Exam registration usually obtains this.

The Advantage of the CFA Designation

The CFA is the most rigorous of certification programs, as it requires the candidate to possess a bachelor’s degree, 48-months of experience in an investment management position and pass three 6-hour examinations in order to be recognized. The CFA standard is recognized internationally and with a pass rate of less than 50 percent means that the materials require a certain level of proficiency in order to obtain the CFA designation.

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