Maintain Your Charterholder Status

Once you become a CFA charterholder, you must comply with the following conditions, requirements, policies, and procedures for charterholders and CFA Institute members, including:

You must also submit an annual Professional Conduct Statement and pay member dues.

Failure to comply with the CFA Institute conditions, requirements, policies, and procedures can result in disciplinary sanctions, including suspension or revocation of the right to use the CFA designation.