Undergraduate finance program recognized by CFA Institute

The University of Tulsa was recently welcomed into the CFA Institute University Recognition Program, becoming the first university in the state of Oklahoma to have a Chartered Financial Analyst (CFA®) recognized program.

The BSBA degree in Finance has been acknowledged as incorporating at least 70 percent of the CFA Program Candidate Body of Knowledge (CBOK) and placing emphasis on the CFA Institute Code of Ethics and Standards of Practice within the program. This program positions students to obtain the Chartered Financial Analyst® designation, which has become the most respected and recognized investment credential in the world.

Entry into the CFA Institute University Recognition Program signals to potential students, employers and the marketplace that TU’s curriculum is closely tied to professional practice and is well suited to preparing students to sit for the CFA examinations. Through participation in this program, The University of Tulsa is eligible to receive a limited number of student scholarships for the CFA Program each year. Full-time TU students interested in taking the Level I June exam can apply for a scholarship to help cover the costs.

The CFA program includes a series of three exams (Levels I, II and III). The CFA credential is the globally recognized mark of distinction and benchmark for measuring expertise, experience and ethics of investment professionals. To become a CFA charterholder, candidates must pass all three levels and obtain four years of qualified work experience. There are 140 local member societies in 65 countries. The Oklahoma Society holds monthly meetings in Tulsa and Oklahoma City.

Joel Harper, Bill G. Blair Professor of Finance, is a CFA charterholder and an active member of the CFA Institute.