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Earn the Chartered Investor (CI) designation and enter the world of investment banking and private equity

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Upcoming CI Level I Exam

1 5 December

Financial Modeling & Valuation

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CI Program

The Chartered Investor designation is the official designation for analysts and associates in investment banking and private equity. The CI Institute tests candidates on financial modeling and valuation at three levels and provides the designation after all levels are passed and a certain amount of experience is gained in investment banking or private equity.

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Why the Chartered Investor Program?

Bulge bracket investment banks and leading private equity firms recognize the Chartered Investor designation.

Fact Sheet

Become a Charterholder

Earning the CI charter demonstrates you have the knowledge, skills, and experience needed for investment banking and private equity in today's dynamic global markets.

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The CI Program course of study includes the Candidate Body of Knowledge, the curriculum content, learning outcome statements, and the topic area weights.

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About the Exam

The CI Program includes a series of three exams; Levels I, II, and III. The exams: Are offered annually at test centers around the world on the first Saturday in June. The Level I exam is also offered in December.

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