THE VALUE OF THE CHARTER
Powerful global network
of top industry professionals
Strong foundation and commitment
to ethics and professionalism
Real-world skills
for making complex investment decisions
Recognized and welcomed
by markets and employers globally
Unmatched expertise
in both practical investment analysis and management skills
Access
to career-advancing tools and education
TOP GLOBAL CHARTERHOLDER ROLES
Job titles
- Portfolio Manager
- Equity Analyst
- Private Wealth Manager
- Investment Strategist
- Trader
Practice types
- Equities
- Fixed Income
- Private Wealth and Private Market
- Derivatives
- Real Estate
|
LEVEL I
Exam held 4x Per Year in February, May, August & November |
Topic | Level I | Level II | Level III | |
|---|---|---|---|---|---|
| Ethical and Professional Standards | 15-20% | 10-15% | 10-15% | ||
| Quantitative Methods | 6-9% | 5-10% | |||
| Economics | 6-9% | 5-10% | |||
| Financial Statement Analysis | 11-14% | 10-15% | |||
| Corporate Issuers | 6-9% | 5-10% | |||
|
LEVEL II
Exam held 3x Per Year in May, August & November |
Equity Investments | 11-14% | 10-15% | ||
| Fixed Income | 11-14% | 10-15% | |||
| Derivatives and Risk Management | 5-8% | 5-10% | 10-15% | ||
| Alternative Investments | 7-10% | 5-10% | |||
|
LEVEL III
Exam held 2x Per Year in February & August |
Portfolio Management | 8-12% | 10-15% | ||
| Portfolio Construction | 15-20% | ||||
| Asset Allocation | 15-20% | ||||
| Performance Measurement | 5-10% | ||||
| Choice of Pathway (Portfolio Management, Private Markets or Private Wealth) | 30-35% |
Each level has 2 exam papers (2 hrs 15 minutes per paper).
Level 1 and Level 2 are MCQs, while Level 3 is MCQs & essay type questions.
Students also need to do a practical skills module for each level.
Level 1 and Level 2 are MCQs, while Level 3 is MCQs & essay type questions.
Students also need to do a practical skills module for each level.
