Blue Ocean

global wealth

Investment Advisory
Financial Planning

Wealth Management

CFA designation

The CFA® Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. It also emphasizes the highest ethical and professional standards.

Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. There are currently more than 90,000 CFA charterholders working in over 135 countries around the world. Regulatory bodies in 19 countries recognize the CFA charter as a proxy for meeting certain licensing requirements.

More than 125 distinguished colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own courses, including the University of Oxford’s Saïd Business School; New York University; INSEAD; Peking University; and Nanyang Technological University.

Earning the CFA charter demonstrates mastery of the skills most needed for investment analysis and decision-making in today’s fast-evolving global financial industry. Completing the entire Program, organized into three levels, each culminating in a six-hour exam, is a significant challenge that takes most candidates between two and five years.

CFA Exam Area Weights

Ethical Grounding

Charterholders are trusted, objective experts who have been trained in investment ethics and are held accountable to a strong Code of Ethics.

Blue Ocean Global Wealth supports the Statement of Investor Rights. These rights reflect the fundamental ethical principles that are critical to achieving confidence and trust in any professional relationship.

Asset Manager Code of Conduct

Blue Ocean Global Wealth claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.

View Firms Claiming Compliance with the Asset Manager Code of Professional Conduct

Value of the CFA Charter

The Chartered Financial Analyst (CFA) charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client’s best interest. None is harder to obtain.

Historical CFA Examination Pass Rates

A Global Community

The CFA Program leverages the experience and insight of thousands of experts and top practitioners around the world to create a broad and current investment management and analysis curriculum that bridges theoretical knowledge with the practical skills needed in the day-to-day profession.

One of the most important components of this global community of CFA charterholders is the network of local member societies that work with both candidates and members in specific locations around the world. In conjunction with the four regional offices of CFA Institute, the local CFA societies support charterholders throughout their careers by:

  • Advocating for investment professionals and market fairness with regulatory bodies,
  • Providing access to local professional networks, educational events and programming, and
  • Developing globally and locally relevant job resources.

CFA Institute’s ongoing global initiatives include:

  • Organizing professional development, education, and networking events for our members and regional societies
  • Supporting the tens of thousands of candidates who enroll to take the exams necessary to earn the CFA credential each year at over 100 global test centers
  • Supporting the CFA Institute Research Challenge for university students
  • Advocating the highest standards for the operation and regulation of financial markets around the world
  • Partnering with universities, employers, and regulatory agencies

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth