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CFA Institute · Banking

CFA Level I – Investment Analysis

The globally benchmarked investment credential issued by CFA Institute (cfainstitute.org). CFA Level I is mandatory for investment banking analyst progression at most global banks.

Level
Beginner
Salary Context
$80K–$120K
Exam Cost
$940–$1,250
Difficulty
37%

Quick Verdict

CFA Level I – Investment Analysis is an accessible entry point with no formal experience gate — a reasonable starting credential if you're new to this field, typically completed in weeks rather than months.

What the Exam Covers

  • ["Ethics & Standards", "Equity Analysis", "Fixed Income", "Derivatives", "Portfolio Theory", "Financial Statement Analysis", "Economics"]

Who This Suits

Banking analysts, graduates, and professionals entering investment banking or asset management.

Career Paths

["Investment Banking Analyst", "Credit Analyst", "Research Associate", "Treasury Analyst"]

Frequently Asked Questions

Is CFA Level I – Investment Analysis worth it?

CFA Level I – Investment Analysis is an accessible entry point with no formal experience gate — a reasonable starting credential if you're new to this field, typically completed in weeks rather than months.

What topics does the CFA Level I – Investment Analysis exam cover?

["Ethics & Standards", "Equity Analysis", "Fixed Income", "Derivatives", "Portfolio Theory", "Financial Statement Analysis", "Economics"]

Who should take CFA Level I – Investment Analysis?

Banking analysts, graduates, and professionals entering investment banking or asset management.

What jobs can CFA Level I – Investment Analysis lead to?

["Investment Banking Analyst", "Credit Analyst", "Research Associate", "Treasury Analyst"]

What salary range is associated with CFA Level I – Investment Analysis?

Professionals holding this certification are commonly associated with a salary range of $80K–$120K. Actual compensation varies significantly by region, employer, and years of experience.

Where can I verify current exam pricing and requirements for CFA Level I – Investment Analysis?

Check CFA Institute's official certification page directly. Exam fees, formats, and prerequisites change periodically, so the vendor's own site is the only reliable source for current details.

Verify before you book: exam fees, formats and prerequisites change periodically. Always confirm current details on CFA Institute's official certification page before registering.