Fordham University            The Jesuit University of New York
 


Chartered Financial Analyst Track

The Gabelli School of Business was one of the first undergraduate business schools in the New York metropolitan area to be named a CFA Program Partner. Students who complete the CFA® Track will be prepared to take the CFA Level I exam shortly after graduation.

The Gabelli finance curriculum utilizes CFA textbooks and reference materials, such as the CFA Study Guide; reviews questions from previous CFA exams; and focuses on the topic areas specified in the CFA Body of Knowledge. Students completing the finance courses in the CFA® Track will have a basic framework for the fixed-income securities analysis, equity securities, analysis and portfolio management topic areas of the CFA.  Other required Gabelli courses give students a preliminary background in the quantitative analysis and economics sections. The remaining sections — ethical and professional standards, and financial accounting — are covered in the business core curriculum and supplemented by electives.

Fordham Gabelli students interested in the CFA® Track should contact Professor Elaine Henry for additional details. 

What is The CFA?
The Chartered Financial Analyst (CFA) charter is a professional designation awarded by the CFA Institute. It serves a purpose for investment professionals similar to that which the CPA does for accountants. It demonstrates a mastery of a comprehensive body of knowledge important in the investment decision-making process. Many investment firms require entry-level employees to pursue the CFA designation as a condition of employment. However, it is unusual for an undergraduate student to be preparing for the exam. The Gabelli School of Business offers this program so that students can distinguish themselves in a competitive job market.

To earn a CFA designation, a candidate must pass three levels of exams (Levels I, II and III) and meet the experience requirement specified by the CFA Institute. For more information, click here.

The CFA Body of Knowledge has 10 topic areas:

  • Ethical and professional standards
  • Quantitative methods
  • Economics
  • Accounting and corporate finance
  • Global markets and instruments
  • Valuation and investment theory
  • Analysis of fixed-income securities
  • Analysis of equity investments
  • Analysis of alternative investments
  • Portfolio management

Candidates are tested on all topic areas at each level.

 

 


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