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CFA Program Partner

UTS has been awarded partnership status as an undergraduate and postgraduate CFA (Chartered Financial Analyst) University Program Partner by CFA Institute. In 2008 our Bachelor of Business with a major in Finance program was the first undergraduate program recognized as an undergraduate CFA partner program in Australia. In addition, our Master of Business in Finance has been awarded the post graduate partnership status by CFA Institute.

CFA Institute has partnerships with select universities around the world that have imbedded into their degree programs a significant percentage (more than 70%) of the CFA® Program Candidate Body of Knowledge. UTS is a CFA program partner institution based on the Bachelor of Business with a major in Finance and the Master of Business in Finance. Recognition as a partner signals that the degree’s curriculum is closely tied to professional practice and is well suited to students preparing to sit for the CFA® examinations.

CFA Institute is a global association of investment professionals with more than 135,000 members in 150 countries. CFA Institute publishes research, conducts professional development programs and sets ethics-based professional and performance reporting standards for the investment industry. They also offer a range of educational services across the world, including the CFA® (Chartered Financial Analyst®) Program which specialises in portfolio management and investment analysis. The CFA® Program is an educational program that entails a series of three exams, with each level offered every year. It is widely considered as the investment profession’s most rigorous credentialing program with less than one in five candidates enrolling in the program ultimately successful in earning the CFA® Charter.

To become a member of the CFA you must complete three exams. Each exam requires approximately 300 hours of preparation and study materials are provided by CFA as part of the examination fee. Exams are held in June and December each year with the Level I exam being offered in both June and December and the Level II and III exams only being offered in June. As part of our program partnership UTS offers are limited number of scholarships to UTS students which covers part of the exam fee. For further information on these scholarships click here.

For more information read our frequently asked questions (PDF, 30k, 2 pages) on the CFA partnership or contact the Program Director, Kristoffer Glover.


15th UTS Ethics in Finance Panel Discussion:
Date: Tuesday 23rd May 2017
Time: 6-7.30 pm
Location: UTS, Room CB05C.01.031, Building 5, Haymarket, Sydney, Australia (Map)


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