Finance Department { College of Business }

Image: Photos of SF State students and scenes from around campus

Chartered Financial Analysts Program

What is CFA?

It's a self-study, graduate-level program for investment professionals. The three-year program requires you to study for and pass three levels of exams. If you pass the exams and meet other requirements, you earn a CFA charter. For more information about CFA, see the CFA Institute web site.

Local Chapter

CFA Society of San Francisco

CFA Exam Information

Online registration for the next CFA exam.

Important dates for next CFA exams.

Prepare for the CFA exam with a CFA self-test (pdf).

Prep Class Discount

Need to take a review program but can’t afford to pay? Find out about the CFA preparation class discount for SF State students (pdf).

CFA Textbooks

The following CFA textbooks are available in the Library. To find out how to reserve books during the library building project, see: Leonard Library : Services During Construction (Spring 2008 - Fall 2011) and click on Reserves in the left hand nav.

  • Investment Analysis and Portfolio Management by Reilly and Brown, 6th ed., DRYDEN, 2000. Call # is HSIPI b1
  • Futures, Options, & Swaps by Robert Kolb, 3rd ed., BLACKWELL, 1999. Call # is HSIPI b2
  • Bond Markets, Analysis and Strategies, 2nd ed., by Frank Fabozzi (Prentice Hall) Call # is HSIPI b3
  • The Analysis and Use of Financial Statements, 2nd ed., by Gerald I. White, Ashwinpaul C. Sondhi, and Dov Fried (Wiley, 1998) Call # is HSIPI b4
  • Statistical Techniques in Business and Economics, 10th ed., by Robert D. Mason, Douglas A. Lind, and William G. Marchal (Irwin, 1999) Call # is HSIPI b5
  • Economics: Private and Public Choice, 9th ed., James D. Gwartney, Richard L. Stroup, and Russell S. Sobel (Dryden, 2000)

Have questions about the CFA Program? Email Finance Professor Ping Hsiao.

If you have additional finance-related links you'd like us to include on this list, please email findept@sfsu.edu

SF State Home