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Chartered Financial Analyst Certification (CFA)

The Chartered Financial Analyst designation is one of the fastest growing professional credentials in the world and is a globally recognized standard for measuring the competence and integrity of investment professionals.

There are three membership categories: CFA Charterholder, Regular and Affiliate. Every CFA Institute member service-from the CFA Program to CFA Institute Publications to JobLine-is designed to advance your career as an investment professional.

CFA Charterholder Membership Requirements

To qualify as a CFA Charterholder member, an individual must have satisfied the requirements to become a Regular member and the requirements of the CFA Program established by CFA Institute.

Regular Membership Requirements

To qualify as a Regular member of CFA Institute and a local society, an investment professional must meet all of the criteria listed below:

  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
  • Passed Level I of the CFA exam or such other appropriate examination as approved by the Board of Governors AND have 48 months of acceptable professional work experience* in the investment decision-making process,


  • Passed the Self-Administered Standards of Professional Practice Examination and have 48 months of acceptable professional work experience in the investment decision-making process.
  • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.

Affiliate Membership Requirements

To qualify for Affiliate membership, an applicant must meet both of the following criteria listed below.

  • Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement.
  • Fulfill society requirements for Affiliate membership.

Affiliate membership requirements vary by society, and stricter requirements than stated above may be imposed.

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