Becoming a Charter Financial Analyst: JCU Alumni Share Their Stories

On Thursday, February 24, 2022, Professor Mary Merva, CFA, had a zoom meeting with some of her former students so that they could share their stories about their journey to become a Charter Financial Analyst (CFA) with JCU’s current undergraduates. The Bachelor of Arts in Economics and Finance at John Cabot University participates in the CFA® Institute University Affiliation Program (UAP).

Professor Mary Merva

Graduates from as far back as 2003 shared their experiences in the world of finance and the CFA. Their paths were international and impressive and included activities in Italy, China, Dubai, Switzerland, United States, Philippines, Germany, Romania, and Canada. The companies they work for are in the areas of investment advising, private wealth management, and financial analysis, and data risk and quantitative analysis.

“It was wonderful to listen to these alumni, who are the best finance students I have ever had. I am so grateful to them to them for sharing their stories about the pursuit of the CFA, which emphasizes the importance of ethical behavior in the finance profession,” said Professor Merva.

What Is a CFA Charter?
A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.

The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

To learn more about the CFA program visit:
CFA Program (cfainstitute.org)