Work Experience Guidelines

When you apply for regular CFA Institute membership, you will be asked to attest that your work experience meets the following qualifications.

At least four years (48 months) of experience in:

  • Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process; supervising persons who conduct such activities; or teaching such activities.

For a position to qualify, at least 50% of your time should be spent directly involved in the investment decision-making process or producing a work product that informs or adds value to that process. Work must be full time and can be earned before, during, or after participation in the CFA Program. Managing your own investments or the investments of your family or friends (without compensation) does not qualify.

Before You Apply

We invite you to use the tools below to determine whether your work experience qualifies for CFA Institute regular membership and to prepare your application.

Ready to Apply for Membership?

All regular membership applications are reviewed in detail by a panel of experts at CFA Institute. Applications for affiliate memberships are reviewed only by the CFA society to which you apply.

We look forward to your application for CFA Institute membership.