CFA Thought Leadership
February 14, 2025
Not finding what you’re looking for?
Becoming a Chartered Financial Analyst® (CFA®) is often considered a crowning achievement by investment management professionals. Upon completion, candidates exit the program with the promise that they will have the knowledge and the skills to thrive in the competitive investment industry. Consequently, the CFA charter remains popular among aspiring finance professionals, as well as the organizations that hire them.
Since most candidates who pursue the CFA charter are currently in the workforce, it’s fitting for financial services organizations that employ a significant number of CFA charterholders to recognize that investing in your CFA candidates can benefit your organization. Hosting a CFA information session from Kaplan Schweser is an ideal first step to getting potential candidates in your organization on the path to success.
A CFA information session is intended to help potential CFA candidates better understand the value of the CFA charter, the requirements of the CFA Program, and how to get started on the journey to becoming a charterholder.
A CFA content expert or expert instructor will deliver the information session
The webinar platform and event registration link
A sample agenda that guides the event flow
Communicate the event to employees and provide the registration link
Include your organization’s reimbursement policy and requirements
Optional - provide a panel of CFA charterholders from within your organization to share their experiences and offer advice to optimize the value of the session
Providing internal support to potential CFA candidates throughout their journey to the CFA charter demonstrates your organization’s continuing commitment to employees’ professional development and success.
Helping them identify career goals and supporting their pursuit of the CFA charter builds company loyalty. Hosting a CFA information session is merely a first step in their journey. After all, those that become charterholders are likely to be some of your brightest and most valuable employees.
The challenge for the candidate is that earning the CFA charter takes work. The CFA exams are considered among the hardest professional exams in the world. It is a challenging process that spans multiple years with a complicated exam schedule. Providing information to employees will help clear confusion and maximize their productivity.
Setting realistic expectations upfront about the CFA Program is incredibly valuable to potential candidates, who are trying to make informed decisions about whether to pursue the CFA charter. What if you could provide potential candidates in your organization with the critical insights to make that decision?
Potential candidates are typically interested in the following topics:
What is the value of becoming a charterholder ?
How does my company value achieving the CFA charter?
What are the CFA program requirements ?
What are the registration dates and fees ?
What are the CFA exam pass rates?
How do I best prepare for the exam ?
What are the personal challenges and time commitments required to complete the program?
Do I qualify for a discount on exam prep materials through my company?
How do I get started?
Candidates can research many of these questions on their own. However, if your organization typically has multiple potential candidates each year, a more efficient and valuable option is to periodically host a CFA information session.
In addition to addressing questions about the CFA Program, setting proper expectations on what it takes to pass the CFA exams is equally important. A key feature of an information session is sharing a realistic exam prep timeline, critical study habits, proven CFA exam prep strategies, and what to bring with you to the CFA exam, all to be successful on the exams.
The information session will enable candidates to focus on a path to success from the start, rather than wondering how to proceed, or if their study plan will be effective. This builds confidence and reduces stress as candidates move forward with their studies.
Kaplan Schweser is the most respected and trusted CFA exam prep provider in the industry. For more than 35 years, Kaplan Schweser has helped more than 700,000 candidates prepare for the CFA exam while supporting hundreds of financial services organizations.
* Helped 700,000+ Candidates Prep for Exams: Net purchases of study packages containing the printed SchweserNotes™ bookset from 2008 through winter 2024 (less 2020).