Training and certifications › Finance and accounting
The awarding body’s page Fees, dates and entry requirements are there, not here.
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.
People working in investment, asset management and financial analysis.
A university degree or equivalent experience, with work experience required before the charter is finally awarded.
Three exams, each open only after the one before it, then documented experience and membership.
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