Having applied for and successfully completed all three levels of the exams, there are some other requirements to fulfil before gaining the charter:

  • Have four years of acceptable work experience (gained before, during or after the exam phase)
  • Join the CFA Institute as a member by:
    1. Submitting a professional conduct statement
    2. Providing current, completed sponsor forms
    3. Signing a certification form agreeing to comply with the terms of the Members’ Agreement
    4. Exhibiting a “high degree of ethical and professional conduct”
    5. Apply for membership with a CFA Institute member society

For more information visit www.cfainstitute.org