CFA exam registration is relatively simple. However, I have put together a guide about registering for the CFA exam to get you started.
CFA candidates need to fulfill the following before they start the application process.
CFA candidates should have a bachelor ‘sdegree from an accredited educational institution, or at least be in the final year of his/her bachelor program at the time of registration.
Alternatively, the candidate can have 4 years of professional working experience BEFORE the registering for the CFA exam.
A combination of the above education and working experience is allowed as long as the total number of years reach 4 years or more.
CFA candidates must have a valid international travel passport. The passport ID number should match the one you entered during the online application process. Note to dual citizenship holders: Double-check that the passport you are going to bring is the same as the one used in the registration.
The passport should have your name, date of birth, passport number, expiration date, and country of issuance.
This is the easiest requirement as long as you have no problem signing the Professional Conduct Statement and Candidate Responsibility Statement.
If your application is approved, you will receive an official acceptance by email within 2-3 days. If you don’t hear from them after 3 days, contact the CFA Institute by email.
You will also receive the admission tickets in electronic format.
Please check out the link on CFA exam schedule for details.
An example would be Mabel Chen Yi-Ning instead of Chen Yi Ning Mabel. This is considered an “acceptable name variation”. Please refer to the CFA Program Identification Policy for details.
No, you have to fulfill the experience requirements and successfully apply for the CFA charter certificate before calling yourself a CFA.
CFA Institute does not distribute paper admission tickets. You have to print a copy (using one-sided, clean paper) and bring it along on exam day.
In this post, we went through the registration process for the CFA exam. In the next post below, we will elaborate on the CFA exam requirements, and explain the experience requirement that is needed to ultimately get the CFA charter: