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Chartered Financial Analyst (CFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization CFA Institute
Qualification and Training Requirements

Prospective candidate must meet one of the following requirements:

  • Be in the final year of a bachelor's degree program, OR
  • Have four years of professional work experience, OR
  • Have a combination of professional work and university experience that totals at least four years.
Designation Training Requirements
  • Self-study program (250 hours of study for each of the three levels),
  • Pass all three exams, AND
  • Four years of processional work experience in the investment decision-making process (accrued before, during, or after participation in the CFA Program).
Designation Exam Type

Three six-hour course exams

Continuing Education Requirements


Verification and Complaints
Online Designation Resource

Online at Member Directory

Investor Complaint Process

Online at Report Misconduct By a Member or Candidate

Published List of Disciplined Designees

Online at Industry-Related Sanctions