Chartered Financial Analyst®

Eligibility

Who is eligible to register?

To register for the program, 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

Registering for your first exam also registers you as a candidate on the CFA Program. A one-off enrolment fee is required in addition to the exam registration 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 I, II and III 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 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