Which firms value the CFA Charter and actively encourage their employees to complete the program?

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Coming from an early career perspective and what’s required / recommended based on what my friends have stated -

Wellington - Level 1 required

Capital Group - Level 1 recommended for CAP + Level 1 required for FRG with it being recommended to do all 3 levels

Vanguard - Level 1 required and it seems like all 3 are recommended

Causeway Capital Management - all 3 levels required and in contract

TCW - likes to see CFA when hiring and I believe they do sponsor it for employees

Alliance Bernstein - not positive but I do believe it’s required to register upon starting the equities or fixed income rotational program

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They are programs specific to Capital Group!

CAP - Capital Associates Program (rotational early career program for equities and fixed income research)

FRG - Fundamental Research Group (support investment analysts and portfolio managers with modeling and more…early to mid career role)

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Schroders

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Payden it’s highly encouraged/almost required

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I know Credit Suisse used to encourage employees taking it and they get pay increments for passing.

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Blackrock for sure

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City National Rochdale for any portfolio positions

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