The CFA® Program

The CFA® Program*

Requirements for The CFA Charter

1. Enroll in the CFA Program and register for an examination.
  • Visit www.cfainstitute.org to register online or to print the necessary forms.
  • Sign and complete the Professional Conduct Inquiry.
  • Sign and agree to comply with the terms of the Candidate Responsibility Statement.

    • Fulfill basic entrance requirements
  • Have a U.S. bachelor’s (or equivalent) degree, be in the final year of your bachelor’s degree program, or have four years of qualified, professional work experience.
  • Complete the registration and enrollment form and pay the required fees.
  • Be prepared to take the examinations in English.
2. Sequentially pass Level I, Level II and Level III examinations.

3. Join CFA Institute as a member.
  • Provide current completed sponsor forms.
  • Sign and complete the Professional Conduct Statement.
  • Sign and agree to comply with the terms of the Member’s Agreement.
  • Meet the work experience requirements.
  • Apply for membership in a CFA Institute member society.