Chartered Financial Analyst (CFA) is a globally recognized certification mark, which is used to distinguish and measure the professional knowledge, experience and moral standards of professional investors. Professionals who have obtained the above qualifications mean that they have mastered the practical experience of investment management and high-end investment analysis skills to a great extent. Since 1962 opened CFA course, it has set a global standard for investment knowledge, norms and ethics. CFA professional qualification is known as the "gold standard" in the financial field.

CFA requires no more than three courses in mathematics. Mainly test the knowledge of probability and statistics, involving probability calculation, not involving advanced knowledge such as calculus. Although there are financial subjects, financial assessment will not be as difficult and unpredictable as the domestic CPA exam.

CFA exam is a test of practical ability. The examination is intuitive, the teaching materials and curriculum are straightforward and easy to understand, which is closely related to the actual investment analysis. CFA's assessment of English is not difficult. Level 4 can read through the topics. Even if there are grammatical mistakes or spelling mistakes in the preparation of level 3 IPS investment report, the main points are the analysis of investment priorities, such as risk tolerance, investment years, risk avoidance, tax planning and so on. Mastering professional basic knowledge is the requirement of CFA, and other knowledge is the general reference standard.