Northern Arizona University Welcomed into CFA Institute University Recognition Program

Posted: Monday, February 3rd 2014 at 12:01 PM
Students of The W. A. Franke College of Business Bachelor of Science in Business Administration, Finance taking steps to career success through preparation for the CFA Program

Flagstaff, Arizona, January 15, 2014 — Northern Arizona University (NAU) has become the latest university to be welcomed into the CFA Institute University Recognition Program. The Bachelor of Science in Business Administration, 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 well to obtain the Chartered Financial Analyst® designation, which has become the most respected and recognized investment credential in the world.

The NAU Finance program provides a practical, hands-on approach to teaching investments. Students participating in the Student Managed Investment Fund utilize the same investment management principles used by leading investment organizations worldwide. “Our focus on the CFA curriculum helps our students to know that they are getting the education and training they need as they look to enter the professional investment world,” said Matthew Haertzen, senior lecturer of finance. “The CFA Charter is the gold standard of credentials in the investment industry.  Incorporating this recognition with Bloomberg Certification, and other investment opportunities afforded our students, positions them uniquely relative to many of their peers as they look to enter the workforce.”

Entry into the CFA Institute University Recognition Program signals to prospective students, employers, and the marketplace that the Northern Arizona University 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 is eligible to receive a limited number of student scholarships for the CFA Program each year.

“Students in these programs study the Candidate Body of Knowledge, which includes the core knowledge, skills, and abilities identified by practitioners worldwide as essential for successful practice,” said Charles Appeadu, PhD, CFA, Head of University Relations at CFA Institute. “By mastering the fundamentals of the CFA Program as well as the Code of Ethics and Standards of Professional Conduct, these future investment professionals gain a strong foundation that helps prepare them well to join the growing CFA Institute community dedicated to promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.”

As posted on the CFA Society Phoenix online HERE.

About Northern Arizona University

Founded in 1899, Northern Arizona University is one of the premier campuses in the West whose primary focus is undergraduate education. Through the years, our mission has expanded to include innovative graduate programs, aggressive research, distance learning, and service to communities throughout the state of Arizona.

Our commitment to education is exemplified by a strong focus on teaching and close interaction between students and faculty. Hallmarks of our teaching tradition are relatively small classes, personal attention, and individualized learning. This educational experience is enhanced by an atmosphere that celebrates diverse opinions and cultures. The primary training ground for Arizona teachers for more than a century, Northern Arizona University’s College of Education ranks second in the nation for Native American baccalaureate degrees and in the top 10 nationally for all minorities.

About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and administers the industry gold standard CFA charter. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 110,000 members in 139 countries and territories, including 100,000 CFA charterholders. For more information, visit

About the CFA Program

The CFA Program sets a standard for developing the skills, standards, competence, and integrity of financial analysts, portfolio managers, investment advisers, and other investment professionals worldwide. It is widely considered the investment profession’s most rigorous credentialing program. Administered in English, the CFA curriculum and examinations are identical worldwide. Fewer than one in five candidates who begin the program successfully complete it and go on to earn the coveted CFA charter, the “gold standard” for investment professionals.

Categories: 2014 spring 2014 cfa cfa program cfa institute university recognition program student managed investment fund smif matt haertzen