Four Steps To Enroll and Register in the CFA Program

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Before you enroll in the CFA Program and register for your first exam:

1. Meet the entrance requirements:

Have a U.S. bachelor's (or equivalent) degree
- or be in the final year of your bachelor's degree program at the time of registration
- or have four years of qualified, professional work experience
- or have a combination of work and college experience that totals at least four years
  (Note: Summer, part-time, and internship positions do not qualify.)
Understand the professional conduct requirements (you will be asked to sign statements of Professional Conduct and Candidate Responsibility)
Be prepared to take the exams in English
Effective 1 January 2011: Have a valid international travel passport (required for enrollment and exam registration)

2. Decide when to take your exam

Level I is available in June and December; Level II and III exams are only offered in June. Review the CFA program calendar
If you initially enrolled/registered as a final year undergraduate student with a degree in progress, you must have completed your degree program and updated your account education information before you can register for the Level II exam
Review the enrollment/exam registration fee schedule (enrollment and registration fees are nontransferable and nonrefundable)