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

• Meet the entrance requirements:
  • Have a 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)
    - If you initially enroll/register as a final year undergraduate student with a degree in progress, you must update your account education information prior to Level II registration.
  • Understand the professional conduct requirements (you will be asked to sign the Professional Conduct Statement and Candidate Responsibility Statement)
  • Be prepared to take the exams in English
  • Effective 1 January 2011: Have a valid international travel passport (required for enrollment and exam registration). Read the new ID policy.
• Decide 
  • when to take your exam, 
  • where to take your exam 
  • review the exam fee schedule
• Know your candidate responsibilities
• Avoid an "incomplete application" status; view additional application information

Complete the online application and register for an exam. Note for new candidates: After you receive your registration confirmation e-mail, it may take up to 12 hours before your status on the My CFA candidate dashboard reflects your candidacy.