To enroll in the CFA Program and register for your first Level I exam, you must have:
- An international travel passport (read the ID policy) and
- One of the following:
- Undergraduate education: A bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program (when you register for the Level II exam, you will be required to update your education information), or
- Work experience: Four years of professional work experience (does not have to be investment related), or
- A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued prior to enrollment).
Residents of certain countries may be prohibited by law from participating. Read the OFAC Compliance Policy.
Create an account or log in to enroll in the program and register for an exam.‡
You will receive your exam registration confirmation (and eBook instructions) after you have entered all the required information (e.g., education, professional conduct responses) and your payment has been processed.
‡It may take up to 24 hours after you receive your confirmation email before your account and access to online candidate resources reflect your candidacy.