Simon Marcus

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The owner of this badge has passed Level I of the CFA Program. By passing all three of the CFA Program exams and gaining relevant industry experience, candidates demonstrate their mastery of the ethical, analytical, and decision-making skills most needed in the global investment management profession. The CFA credential is the most respected and recognized investment designation in the world with more than 150,000 charterholders globally.

In the Candidate Body of Knowledge, a total of 10 topics are grouped into three functional areas: ethical and professional standards, investment tools and asset valuation, and portfolio management and wealth planning. The CFA Program covers all topics in the Candidate Body of Knowledge, with a primary focus on knowledge and comprehension at Level I, application and analysis at Level II, and synthesis and evaluation at Level III.

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CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.