The JIA Certificate program is designed for those working in financial analysis and those working for firms involved in financial analysis, investment management, and investment-related activities. The curriculum is focused on both the tools of analysis and their real-world applications. Upon mastering the JIA curriculum and passing the JIA exam, candidates are awarded the JIA Certificate and the right to use the JIA certification by the Schweser Institute.
Who Will Benefit?
The JIA certification provides evidence of competency in several key areas of investment valuation, financial analysis, economics, and ethical practice. Banks, brokers, money managers, investment management consultants and performance evaluation firms, hedge funds, and mutual funds all will have employees who can benefit by increasing their investment knowledge and analytic skills. By offering the JIA Certificate to their employees, corporations will benefit not only from a more educated workforce, but from being able to identify those employees who are most able to profit from further training in financial analysis. For individuals, the JIA Certificate provides a way to distinguish themselves within their firms as well as the knowledge and skills necessary to pursue further financial training and financial designations.
The JIA exam is a 3-hour proctored examination. There are 120 multiple-choice questions. No written material or scratch paper is permitted at the exam. The passing score is set by the JIA Board of Directors after each exam. Note that a passport or other government-issued photo ID is required for exam admittance.
Approximate Exam Topic Weightings:
The curriculum supporting the JIA exam comprises 11 topic areas:
The JIA exam is given three times annually: on the third Saturday of March, the second Saturday of July, and the third Saturday of November. Registration for the March exam commences on the previous November 1; March 1 for the July exam; and July 1 for the November exam. Exam entrance tickets are available for printing online approximately one month prior to each exam.
Initial Exam Registration: $799 (payable in US dollars)
Exam registration includes:
Initial Exam Registration for Previous Schweser Customers: $499 (payable in US dollars)
(includes same components as above)
JIA exam candidates who have previously purchased a Schweser study package (over $500) receive a discount.
Registration for a Subsequent JIA exam: $299 (payable in US dollars)
Candidates who fail to take, or fail to pass, a JIA exam may register for the next scheduled JIA exam at a discounted rate. In this case, access to the online components (question bank, videos) of the JIA curriculum is extended through the date of the next JIA exam.
Current Exam Sites:
Requests by individuals or corporations in the following countries for information about the JIA Certificate program or for exam registration, should be directed to the Institute for Financial Analysts, our exclusive agent in the region: Egypt, Bahrain, Iraq, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Syria, Tunisia, Turkey, United Arab Emirates, Yemen, Algeria, Libya, and Morocco. Contact details listed above.