Candidate must meet all of the following requirements:

• Be employed by a member firm of the IAA in an eligible occupational position for at least one year;
• Have a minimum of five cumulative year's work experience in one or more eligible occupational positions;
• Spend more than 50 percent of time in a position involving a combination of investment counseling and portfolio management activities;
• Submit letter of reference from the chief executive officer, managing principal or the candidate’s senior supervisor, and three additional letters of recommendation; and
• Hold the Chartered Financial Analyst designation

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Annual certification of employment by an IAA member firm and no disciplinary proceedings arising from professional conduct.

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