How do I become a CFA charterholder?

By Shauna Carther AAA
A:

The CFA Institute requires individuals to satisfy a number of steps to become CFA charterholders.

The most widely known requirement is that all three levels of the CFA program examinations must be successfully completed. Note that you can take as much time as you need between examinations.

In addition, you must:

  1. Abide by the CFA Institute's Professional Conduct Program. This is done by completing an annual Professional Conduct Statement (PCS) and submitting it to the CFA Institute every year. Click here for more information about the Professional Conduct Program.
  2. Maintain membership in the CFA Institute and a local CFA Institute Society. This means that you must pay all annual dues. Click here for further information on CFA Institute membership.
  3. Have at least three (if you have registered for an exam before 2005 and have completed your last examination before 2007) or four (if you complete your last examination after 2007 or register in 2005) years of professional work experience within a qualifying position. Click here for further information about qualifying work experience.

Click here to access a CFA Institute webpage dedicated to the process of obtaining your CFA charter.

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