Before you enroll in the CFA Program and register for your first exam:
1. 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 professional work experience (does not have to be investment related)
- or have a combination of professional work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrollment.
- 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 ID policy.
- Note: Residents of certain countries may be prohibited by law from participating. Read the OFAC Compliance Policy.
2. Decide when to take your exam; check the exam calendar and review the fees and deadlines.
3. Decide where to take your exam; view test center information.
4. Enroll in the CFA Program and register for a CFA exam.**
*Note for candidates with a degree in progress: If you initially enroll/register as a final year undergraduate student with a degree in progress, you may not register for the Level II exam until you have earned your degree, or obtained professional work experience that meets the program’s entrance requirements. When your degree is awarded, update your account education information to certify that your degree has been received.
**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 portal reflects your candidacy.