What are the CFA Program requirements?
To qualify for the award of the CFA charter, candidates must meet the following requirements set by the CFA Institute:
- Pass All Three Levels of the CFA Exam
• Successfully complete CFA Level I, Level II, and Level III exams in sequence.
• Exams are administered multiple times each year, but candidates must pass each level before advancing to the next.
• A minimum of 6 months is required between exam attempts.
- Accumulate Relevant Work Experience
• Earn at least 4,000 hours of professional work experience over a minimum of 36 months.
• Qualifying work must directly relate to the investment decision-making process or contribute value to that process. Full-time, part-time, and remote work may qualify.
- Provide Professional References
• Submit two to three professional references as part of your application.
- Meet Membership Requirements
• Join CFA Institute and become a member of a local CFA Society chapter.
- Adhere to Ongoing Compliance
• Comply with CFA Institute’s policies, professional standards, and ethics after earning the charter.
- Possess a Valid International Passport
• A valid passport is required for enrollment and exam registration.
For more detailed information, visit the CFA Institute website.
Updated on: 01/15/2025
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