Wessel Investment Counsel, LLC

Chartered Financial Analyst

Post-graduate in nature, the Chartered Financial Analyst professional studies program is widely regarded as the global standard for measuring competence in the fields of investment analysis and portfolio management.Post-graduate in nature, the Chartered Financial Analyst professional studies program is widely regarded as the global standard for measuring competence in the fields of investment analysis and portfolio management. This program leads to the dominant credential for securities analysts and institutional portfolio managers.

This professional studies program addresses a series of disciplines that relates specifically to the investment process:

  • Ethical & Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Statement Analysis
  • Corporate Finance
  • Analysis of Equity Investments
  • Analysis of Debt Investments
  • Analysis of Derivatives
  • Analysis of Alternative Investments
  • Portfolio Management

To see a detailed list of examination topics, click here.

To visit the CFA Institute’s website, click here.