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Chartered Financial Analyst (CFA)

Complete a professional qualification as a Financial Analyst after you graduate

The CFA course is considered the financial analyst industry's most rigorous professional certification. Finance at Otago’s curriculum is well suited to students intending to sit CFA examinations.

CFA Programme

The CFA course is divided into three levels. The programme is based on self-directed study. Candidates must complete about 300 hours of study over 18 weeks.

Every year more than 100,000 candidates participate in the programme around the world, of which only half pass. It is highly valued by influential financial organisations including Barclays, Morgan Stanley, Deutsche Bank, PriceWaterhouseCoopers, Goldman Sachs, JP Morgan Chase & Co, UBS AG, Forsyth Barr and AXA.

Visit the Chartered Financial Analyst Institute programme website.

The CFA programme and the Department of Accountancy and Finance

The University of Otago does not offer a course of study for CFA exams, but we are a programme partner – one of only 125 universities around the world with this status. This means that Otago’s Finance curriculum is closely tied to professional practice, and is well-suited to students preparing to sit CFA exams.

Read the Course Planner (PDF, 63KB) for the optimal combination of papers that can be taken in an Otago BCom majoring in Finance, to maximise content coverage for the Level 1 CFA exam.

Visit the CFA Institute website to find out more about the CFA programme.

CFA scholarship at Otago

Students are able to apply for a scholarship that waives the registration fee and reduces the cost of enrolling for the Level 1 exam.

Find out more about the CFA scholarship at Otago

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