Maintain Your Charterholder Status

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Once you become a CFA charterholder, you must comply with the following:

 

• The CFA Institute conditions, requirements, policies, and procedures for CFA charterholders and CFA Institute members. These include
  • Articles of Incorporation and Bylaws (PDF)
  • Code of Ethics and Standards of Professional Conduct
  • Rules of Procedure for Proceedings Related to Professional Conduct (PDF)
  • Other conditions, requirements, policies, and procedures that may be established and amended from time to time

• You must also submit an annual Professional Conduct Statement and pay membership 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.