CFA® ELIGIBILITY

Complete a bachelor’s program or equivalent program and have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university.

Your selected exam window must be 23 months or fewer before your graduation month for your bachelor’s degree or equivalent program. Understand that you must complete your degree program before the date of sitting your Level II exam.

Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping. If you have a combination of work experience and higher education to achieve the minimum hours and years, assume that higher education takes 1,000 hours per year.

NOTE:

*Professional work experience does not need to be investment-related internships/articleships are accepted if they are paid. Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.