CFA requires no more than three courses in mathematics. Mainly test the knowledge of probability and statistics, involving probability calculation, not involving advanced knowledge such as calculus. Although there are financial subjects, financial assessment will not be as difficult and unpredictable as the domestic CPA exam. CFA exam is a test of practical ability. The examination is intuitive, the teaching materials and curriculum are straightforward and easy to understand, which is closely related to the actual investment analysis.

CFA test has no special requirements for candidates' English level, but because the test is an all-English test paper and answers in all English, candidates' English level should be based on a correct understanding of the test questions and a correct expression of candidates' views. English is not a hard indicator of CFA exam, generally CET-4 is enough. CFA exam is not about grammar, as long as you can read the exam questions and textbooks smoothly. Even if the grammar is misspelled, the meaning and logic will not be deducted. It is very important to master professional financial vocabulary and knowledge and make a substantial knowledge reserve. Even if the investment report is written with grammatical mistakes or spelling mistakes, it will not be deducted. Mainly around the key points of investment analysis, such as risk tolerance, investment years, risk avoidance, tax planning and so on. Mastering professional basic knowledge is the requirement of CFA, and other knowledge is the general reference standard.

CFA exam is an internationally accepted professional qualification certification for financial investment practitioners, the highest certification for the financial securities industry in the United States and even the world, and a necessary certificate for analysts of American heavyweight financial institutions.