Help Website information, password and account help, and more

Self-Service Tools

Using this Website

This website is optimized for most browsers:

  • Internet Explorer - versions 10 and above
  • Firefox - latest version
  • Chrome - latest version
  • Safari - latest version

Learn more about our website accessibility standards

Account Help Why Create an Account?

To register for CFA Institute events, access our webcasts or podcasts, or become a candidate or member, you must have an account.

You can create an account with the following information:

  • Your name and email address
  • A password that meets our criteria
  • One challenge question and answer (adds a layer of security to your account)

You must activate your account by clicking on the link provided in the confirmation email you receive. (If you already created an account and did not receive a confirmation email, check to see whether it is in your spam folder. If it's not there, contact us so we can help you activate your account.)

By signing up for an account, you may at times receive email communications from CFA Institute, including newsletters.

Create an account to set up your username and password

Your CFA Institute ID

Your CFA Institute ID is a unique identifier that is assigned to you when you create an account. It can be used to identify you when calling customer service and to access and change information about your account. This ID number is included in most communications sent by CFA Institute.

CFA, CIPM, and Investment Foundations Programs

Create an account to enroll in the program, register for an exam, and become a candidate. (If you became a candidate using a printed application — you can create an account now.) CFA candidates, once you've enrolled in the program, log in to register for an exam or an event, get your exam admission ticket, and access your sample or mock exam.

CFA Institute Members

Create an account to set up your member login, then access your career resources, read publications and view webcasts, submit a Professional Conduct Statement, and pay annual dues.

Not a Member or a Candidate?

You can still create an account and then log in to:

By signing up for an account, you may at times receive email communications from CFA Institute.