Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA® charter, has become one of the most highly sought after professional credentials in the finance world due to its enormous benefits to holders. Earning the CFA Charter demonstrates a dedication to professionalism and mastery of key skills needed for career advancement in the financial industry.

The CFA Program is administered by the CFA institute and organized into three levels. Each subsequent level exam must be passed as part of the requirement to earning the coveted CFA Charter.

Enrollment Requirements

To enroll in the CFA Program and register for the Level I CFA exam, you must meet one of the following requirements:

• Bachelor’s Degree
  • Complete a bachelor’s program or equivalent and received a university or college degree
• Undergraduate Student
  • As long as the exam date is 23 months or fewer before the graduation month of the bachelor's degree or equivalent
  • Note, effective Nov 1, 2022, eligibility to enroll is extended by one year to include students with two years remaining in their undergraduate studies. For additional details, see the CFA Institute Media Release
• Professional Work Experience
  • 4,000 hours of eligible work experience and/or higher education that was acquired over a minimum of three years, prior to the date of registering for the Level I exam. The work experience and education hours cannot overlap.
• International Travel Passport (Required)