The Chartered Financial Analyst® (CFA®) designation is one of the fastest growing professional credentials in the world. It is a globally recognized standard for measuring the competence and integrity of financial analysts. There are three levels of examinations, which are administered by CFA Institute, an international, not-for-profit organization of investment practitioners and educators. The examinations measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level.

Candidates are expected to adhere to the CFA Institute Code of Ethics, Standards of Professional Conduct, and Rules of Procedure for Proceedings Related to Professional Conduct and other conditions, requirements, procedures and policies set forth by the CFA Institute. Failure to comply to these rules may also result in an investigation and possible sanctions by CFA Society Toronto.

Candidates for the CFA Program should be able to succeed on the exams by studying the curriculum readings and mastering the Learning Outcome Statements (LOS). Some candidates, however, may benefit from using third-party prep courses, review notes, or both as a study supplement. 

CFA Institute has established voluntary programs as a means for providers of CFA exam prep programs, products, and services to improve their training process for CFA Program candidates.