1What it is
The most senior certificate in investment and asset management, and the longest path: three successive levels in financial analysis, company valuation, portfolio management and professional ethics. Pass rates are low, and it is an investment of years rather than months.
2Who it suits
People working in investment, asset management and financial analysis.
3What it requires
A university degree or equivalent experience, with work experience required before the charter is finally awarded.
4How it is earned
Three exams, each open only after the one before it, then documented experience and membership.
Tell me when a course for this is announced
Sign in to get the alert
When a centre or body posts a course that prepares for it, we send you one email about it.