The development of the chartered financial analyst in the United States during the twentieth century

Simon Hussain

Business History, 2023, vol. 65, issue 4, 606-635

Abstract: This article examines the rise of a professional rating for financial analysts – the Chartered Financial Analyst (CFA) award. The development of a professional rating is explained here as a need to brand and distinguish those analysts who had undertaken a formal training and achieved the necessary skill-sets. Three themes are used to trace this development: the emergence of regional communities of analysts, leading to a national federation and the CFA institute in the post-war years; the development of a formal body of knowledge which could be examined formally; and the need for a code of ethics, as existed for established professions. This study applies elements of a technological deterministic model, augmented with the concept of epistemic communities, to the emergence of the CFA.

Date: 2023
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DOI: 10.1080/00076791.2020.1830063

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