UTS site search

Who we are

CFA University Affiliation Program

UTS is recognized as an affiliated university under the CFA (Chartered Financial Analyst) University Affiliation Program. CFA Institute is affiliated 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. Our affiliation with CFA Institute dates back to 2008 when our Bachelor of Business with a major in Finance program was the first undergraduate program in Australia to be recognized in such a way.  

Currently, UTS participates in the CFA University Affiliation Program based on both the Bachelor of Business with a major in Finance and the Master Finance degrees. This recognition and affiliation 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 150,000 members in 156 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 the university affiliation program UTS is able to offer a 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 university affiliation program or contact the UTS 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)