Julie Yu, CFA
Regulator & Program Recognition For the CFA and CIPM Programs 

Through continuing collaboration with its member societies, CFA Institute has been successful in obtaining recognition from regulators, other certification programs, and universities around the world. This reflects the breadth of coverage and rigor of the program, as well as its leadership status in the area of ethics.

Regulator recognition comes primarily in the form of a number of waivers for CFA charterholders and candidates from regulatory licensing or qualification examinations around the world.

Certification programs recognize the CFA Program in two ways. First, some programs grant waivers from one or more of their exams, or from a work experience requirement. Second, some programs recognize the CFA Institute Continuing Education (CE) Program to satisfy requirements of their own CE programs.

Educational recognition includes waivers from university courses as well as benchmarking of the level of the CFA Program and CIPM program.

Benchmarking and accreditation provides documentation on the level of the CFA Program and CIPM program. 

Please contact us for questions and to submit ideas or suggestions about regulator and program recognition.