Coronavirus Update: Our team is here to help our clients and readers navigate these difficult times. Visit our Resources page now »

Skip to Main Content

Mutual Fund Portfolio Managers

Certification, Licensing, and Special Requirements

Certification or Licensing

Many portfolio managers earn the chartered financial analyst (CFA) credential, which is offered by the CFA Institute. The CFA program has three levels of examinations and measures the candidate’s ability to apply the fundamental knowledge of investment principles at the professional level. To enroll in the program, applicants must meet one of the following criteria:

Join Vault Gold to unlock this premium content

Earnings - Outlook - Resources & Associations and more

Are you a student? You may have FREE access.

Vault partners with thousands of colleges, universities and academic institutions to provide students with FREE access to our premium content. To determine if your school is a partner, please enter your school email address below.