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Ethics & Standards Ethics for the Investment Management Profession Industry Standards Professional Conduct Program
Research & Analysis Financial Analysts Journal Future of Finance Research Foundation


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CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement lớn obtain the CFA charter.
Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work hàng hóa that informs or adds value to lớn that process.
In tư vấn of your membership application, you will need khổng lồ provide 2-3 professional references.References will be asked to phản hồi on your work experience và professional character.

Each year, we survey CFA Program candidates before and after the June exam lớn measure & improve the CFA candidate experience. The surveys ask for feedback across several areas, including exam preparation, curriculum, exam value, và employment outlook. View the June 2019 CFA Program candidate survey results.

To become a CFA candidate, you must enroll in CFA Program and register for the màn chơi I exam. In order to lớn enroll you must meet all of the qualifications listed below. We have provided helpful information below khổng lồ guide you through the enrollment process và to keep you on track for registration. For further questions about CFA Program enrollment requirements, please refer to these FAQs.

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Bachelor"s Degree

Complete a bachelor"s program or equivalent program & have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university.

Undergraduate Student

Your selected exam window must be 11 months or fewer before your graduation month for your bachelor’s degree or equivalent program. Understand that you must complete your degree program prior to lớn the date of sitting your màn chơi II exam.

Professional Work Experience

Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years và achieved by the date of registering for the màn chơi I exam. The dates of education và professional work experience cannot be overlapping. If you have a combination of work experience và higher education to achieve the minimum hours & years, assume that higher education takes 1,000 hours per year.Professional work experience does not need to be investment related. Internships/articleships are accepted if they are paid. Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.What does professional work experience mean? Professional work experience requires specialized knowledge, education, or advanced skills. Professional work experience requires the application of higher-level judgement and business skills, including:

Leadership and teamwork Business communications Critical thinking and problem solving Time management Professional judgement Analytical skills Adaptability

Candidates applying to lớn register for CFA Program without completing a bachelor’s degree must honestly evaluate whether their professional work experience has equipped them for the significant volume và depth of study demanded by CFA Program.

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Please chú ý that CFA Institute may request proof of education (copy of diploma, marksheet, any other relevant documents) and/or work experience (letter of employment, salary slips, any other relevant documents) khổng lồ be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met. Failure lớn provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration, withholding of exam results, voiding of past exam results, and may lead to investigation and disciplinary action by the CFA Institute Professional Conduct Program.