CGIA Institute

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Council Members
Why the CGIA Charter Program?  

The Chartered Global Investment Analyst (CGIA) is the world’s largest and recognized professional body setting global standards for ethical investment practices for the greater good of society through professional education.

Time & Opportunities

The world is moving faster than we can ever imagine. Time is of essence and investing it in a professional qualification to create career opportunities is a difficult task. The CGIA Charter Program gives you both, time & opportunities.

Ethics – Professionalism – Diversity

Ethics and professionalism has always been a core to the CGIA Charter Program. The world’s financial services industry needs people with such standards whiles embracing diversity. Get involved.

Partnership unmatched

CGIA Charter Program works through strategic partnerships such as local Financial Market Regulators, Accredited Training Partners, Accredited Investment Firms and Accredited Education Partners

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A global qualification

The CGIA Institute is a globally recognized professional body of finance and investment professionals setting global standards for ethical investment practices for the finance and investment management industry.

The Institute provides the Chartered Global Investment Analyst (CGIA®) designation and the CGIA Foundational Program (CFP®) Certificate.

The CGIA Institute is headquartered in New York, NYC, USA


  • CGIA ® will help you to gain deep knowledge, demonstrated expertise and credibility in the investment and financial management industry.
  • The charter program, developed by leading industry practitioners, will equip you with the practical knowledge you need to secure and do your job.
  • CGIA charter will help you to distinguish yourself with knowledge, expertise, and a clear career advantage over industry peers.
  • The CGIA Charter Program provides a strong foundation of advanced investment analysis and real-time management skills that will open you up to limitless possibilities.


The CGIA Charter Program presents a lifetime opportunity to begin your journey to become a globally recognized investment and finance professional.

Whether you’re established in your career or just getting started in the investments and finance space, the CGIA Charter designation puts you on a high pedestal and set you apart in the industry – limitless possibilities.

SE Charter Gateway

The CGIA Institute’s Special Exemptions (SE) Gateway is an exclusive pathway presented to CGIA Candidates and potential new members to secure the CGIA Charter designation and membership.

Under the SE Gateway, awarded candidates receive total exemptions from all the CGIA exam. This means all individuals offered the SE Gateway will not write any of the exams under the Institute’s curriculum from Level I – III

However, all such SE Gateway participants are required to undertake the mandatory  Special Exemptions Continuous Professional Development with assessment, leading to the award of the CGIA Charter and membership.

This will also include satisfying all financial obligations as indicated.

Global council members

Sandeep Kumar, FCGIA®, India, Chairperson CGIA Institute

Denise Colletti, USA

Belinda Wong, Hong Kong

Accredited training partners

The process to become an Accredited Training Partner of the CGIA is a key feature of quality assurance arrangements.

Take this opportunity to work with the CGIA in your country or region.


THE VOICE, is an opportunity to our Charter Holders to walk us through their journey towards success.

THE VOICE is a monthly publication which regroups a series of interviews conducted with some of our Charter Holders, influenced and driven by the profound desire to inspire others.

Download the latest edition of THE VOICE.

FI Sense

Actionable intelligence & comprehensive insights into global markets, private equity deals, investments & finance as they happen.