Chartered Financial Analyst - The CFA Designation - Requirements

Requirements

To become a charterholder a candidate must satisfy the following requirements.

  • Have four years (48 months) of qualified work experience (or a combination of education and work experience acceptable by the CFA Institute). However individual level exams may be written prior to satisfying this requirement
  • Complete the CFA Program (mastery of the current CFA curriculum and passing three six-hour examinations)
  • Become a member of the CFA Institute and apply for membership to a local CFA member society
  • Adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct

Independent of any other requirements for becoming a charterholder, the CFA Program takes an average of four years for candidates to complete this.

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