What is the CFA Program
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion,
application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.
Enrollment Criteria and Requirements for CFA Program
To enroll in CFA Program and register for the Level I CFA exam, you must have an international travel passport and meet one of the following entrance requirements
Undergraduate Student
Your selected exam window must be 23 months or fewer before your graduation month for your bachelor’s degree or equivalent program.
Bachelor’s Degree
Complete a bachelor’s program or equivalent program and received a university/college degree. If you’re not sure if your program is comparable, ask your college or university.
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 on the date of enrolling for the Level I exam. Dates of education and professional work experience cannot be overlapping.
For further questions about CFA Program enrollment requirements, please refer to these
FAQs.
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.