Charterholder requirements
CFA® Institute has established the following requirements for achieving the CFA charter:
- Successful completion of Levels I, II, and III examinations.
- At least four years of acceptable professional work experience related to the investment decision-making process. This may be accrued prior to, during, or after completing the exams. See CFA Program work experience guidelines for more detailed information.
- Membership in CFA Institute and application for membership with a CFA Institute society. For more information, see Join CFA Institute.
- Agreement to comply with, among other things, the CFA Institute conditions, requirements, policies, and procedures as defined in the CFA Institute Articles of Incorporation, Bylaws, and Code of Ethics and Standards of Professional Conduct.
- Once a charterholder, you must submit an annual Professional Conduct Statement and pay annual membership dues.
See CFA Institute membership requirements for more information.
