for cfa registration
Enroll & Register
Before you enroll in the CFA Program and register for your first exam:
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Meet the entrance requirements:
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Have a bachelor's (or equivalent) degree
- or be in the final year of your bachelor's degree program at the time of registration
- or have four years of professional work experience (does not have to be investment related)
- or have a combination of professional work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrollment.
- If you initially enroll/register as a final year undergraduate student with a degree in progress, you may not register for the Level II exam until you have earned your degree, or obtained professional work experience that meets the program’s entrance requirements. At the time your degree is awarded, you may update your account education information to certify that your degree has been received.
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Understand the professional conduct requirements (you will be asked to sign the Professional Conduct Statement and Candidate Responsibility Statement)
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Be prepared to take the exams in English
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Effective 1 January 2011: Have a valid international travel passport (required for enrollment and exam registration). Read the ID policy.
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Decide when to take your exam, where to take your exam, and review the exam fee schedule.
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Know your candidate responsibilities.
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Avoid an "incomplete application" status; view additional application information.
Complete the online application and register for an exam.
Note for new candidates: After you receive your registration confirmation e-mail, it may take up to 12 hours before your status on the My CFA portal reflects your candidacy.