Eligibility
Who is eligible to register?
To register for the programme, a delegate must fulfil the entrance requirements. You must:
- have a bachelor's degree, be in the final year of your bachelor's degree, or have four years of qualified, professional work experience or a combination of work and college experience that totals at least four years
- meet the professional conduct admission criteria
- be prepared to take the examinations in English
- enrolling for your first exam also registers you as a candidate on the CFA programme. A one-off registration fee is required in addition to the exam enrolment fee
To preserve your candidate status you must maintain a commitment to the CFA Institute Code of Ethics and Standards of Professional Conduct – a commitment that demands you put the interests of your clients first.
CFA® Charter requirements
Gaining the Charter takes a minimum of 2 to 3 years and you will need to:
- pass each of the Level 1, 2 and 3 exams
The CFA Institute recommends a minimum of 250 hours of study with substantially more depending on individual circumstances
- meet the work experience requirements
- If you became a candidate before 2005 and a regular member by 1 July 2007, you will need three years of acceptable professional work experience for regular membership
- If you became a candidate in the 2005 exam cycle or thereafter, you will need four years of acceptable professional work experience for regular membership
- become a regular member of CFA Institute
- receive your official status. The CFA Institute will notify you when you have completed all requirements and can begin using the CFA designation.
- maintain your status. Follow the CFA Charterholder guidelines.
For full details on the CFA Charter requirements, please visit the CFA Institute website at www.cfainstitute.org