Candidates must:

1. meet one of the following requirements prior to enrollment in the CFA Program:
   • hold a bachelor's or equivalent degree from a college/university;
   • be within 23 months of the graduation month for a bachelor’s degree or equivalent program by the date of sitting for the Level I exam; or
   • have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level I exam;
      
2. have 4,000 hours of qualified work experience in the investment decision-making process (accrued before, during, or after participation in the CFA Program); and
    
3. become a member of the CFA Institute, which includes submitting two to three professional reference letters.

Self-study program

Three in-person, proctored, closed-book exams

None

Online at Member Directory

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