Becoming a CFA Charterholder

About the CFA Program

The Chartered Financial Analyst® (CFA®) designation is one of the fastest growing professional credentials in the world. It is a globally recognized standard for measuring the competence and integrity of financial analysts.

How to Become a CFA Charterholder

  1. Pass the CFA exams

  2. Complete qualified work experience

  3. Submit reference letters

  4. Apply to become a charterholder by becoming a CFA Institute member

Additional Requirements

Note: CFA Candidates are expected to adhere to the CFA Institute Code of Ethics, Standards of Professional Conduct, and Rules of Procedure for Proceedings Related to Professional Conduct and other conditions, requirements, procedures and policies set forth by CFA Institute. Failure to comply to these rules may also result in an investigation and possible sanctions by CFA Institute.

Candidates for the CFA Program should be able to succeed on the exams by studying the curriculum readings and mastering the Learning Outcome Statements (LOS). Some candidates, however, may benefit from using third-party prep courses, review notes, or both as a study supplement.

CFA Exam Prep Resources

In collaboration with Kaplan Schweser and CFA Society Boston, CFA Society Toronto has established programs and resources for CFA Program candidates in the Greater Toronto Area.