How to Earn the CFA Charter

1 Enroll in the CFA Program and register for an exam

There are requirements to enroll in the CFA program.

2 Pass the Level I exam

Offered in June or December

3 Pass the Level II exam

Offered only in June

4 Pass the Level III exam

Offered only in June

5 Have four years of professional work experience in the investment decision-making process

This work experience can be accrued before, during, or after participation in the CFA Program.

6 Join CFAI as a regular member

Candidates must become members in order to obtain their charter.