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The CFA® Track

The CFA (Chartered Financial Analyst) charter is a professional designation awarded by the CFA Institute. The CFA charter serves a similar purpose for investment professionals that the CPA does for accountants. It demonstrates a mastery of a comprehensive body of knowledge important in the investment decision-making process. Many investment firms require entry-level employees to pursue the CFA designation as a condition of employment. However, it is unusual for an undergraduate student to be preparing for the exam. We are offering this program as one opportunity for our students to distinguish themselves in a competitive employment market.

To earn a CFA designation a candidate must pass three levels of exams (Levels I, II, III) and meet the experience requirement specified by the CFA Institute

The CFA Body of Knowledge has ten topic areas; ethical and professional standards, quantitative methods, economics, accounting and corporate finance, global markets and instruments, valuation and investment theory, analysis of fixed-income securities, analysis of equity investments, analysis of alternative investments, and portfolio management. Candidates are tested on all topic areas at each level.

Undergraduate Finance

Robins School of Business
102 UR Drive
University of Richmond, VA 23173

Department Chair
John Earl, Jr., Ph.D.
RSB 325
(804) 289-8589
jearl@richmond.edu

Department Coordinator
Lori Cates
RSB 305
(804) 287-1858 
lreed2@richmond.edu