How to become a CFA Charterholder

Becoming a charterholder is a defining moment for many investment professionals and exemplifies a strong understanding of advanced investment analysis and real-world portfolio management skills. We outline everything you need to know to become a CFA Charterholder.

Earn the CFA charter

1. Pass CFA Exams

CFA Program is a three-part exam. Passing the exam for all three levels, along with the applicable practical skills modules, is a requirement to obtain the CFA charter.

2. Work Experience

Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.

3. Reference Letter

In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character.

4. Apply

Apply to become a regular member of CFA Institute. Once your application is approved and you have joined CFA Institute, you will have earned the CFA charter.


About the CFA Program

Learn more

Achieve the highest distinction in the investment management profession - the Chartered Financial Analyst (CFA) designation. As a CFA charterholder, you will join over 190,000 professionals recognised globally for their commitment to ethics and professionalism.

Thinking about your next step?

Take the assessment to learn whether becoming a charterholder, and joining the ranks of elite investment professionals is right for you.

 

Ready to start the CFA Program?

Enrol and register for the CFA exam. Don’t delay. complete your registration to access study materials and candidate resources to begin the CFA Program today.