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According to the requirements of the CFA Chartered Financial Analysts Association,there is no limit to majors when applying.If you are interested in asset management,investment research,consulting services,or investment banking,you can register for the CFA exam as long as you meet one of the following conditions:
一、Registration requirements for the 2024 CFA exam
1.Education/work experience requirements(meeting one of them is sufficient)
(1)Obtaining a Bachelor's degree
Complete a bachelor's degree program or equivalent and obtain the corresponding degree.If you are unsure whether the course you are studying meets this requirement,you can consult your school.
(2)Undergraduate students
The exam window selected when registering for the CFA Level 1 exam must be 23 months or less before the graduation month of the bachelor's degree program or equivalent program.For example,four-year undergraduate students can take the Level 1 exam as early as the summer vacation of their sophomore year.
(3)Professional work experience
When registering for the CFA Level 1 exam,one must have obtained at least 4000 hours of work experience and/or higher education for three consecutive years.There is no overlap in time between relevant educational and work experiences.If work experience is combined with higher education to achieve the minimum number of hours and years,it is assumed that higher education requires 1000 hours per year.
Professional work experience refers to work that requires specialized knowledge,educational level,or advanced skills.Professional work experience requires the application of relatively high-level judgment and business skills,including leadership and teamwork,business communication,critical thinking and problem-solving skills,time management,professional judgment,analytical skills,adaptability,etc.
—Professional work experience does not need to be related to investment.
—If the internship is a full-time and salaried type,it can be considered as meeting the requirements for professional work experience.
—If working in one's own company or family business,one must also have full-time professional work experience and a salary to meet the requirements.
2.Identity document requirements
To register and participate in the CFA Level 1 exam,a valid international travel passport is required.For candidates planning to take the CFA exam in mainland China,in addition to their passport,they can also use their People's Republic of China resident ID card to register for and/or participate in the exam.
二、CFA Exam Registration Process
The CFA exam registration is divided into two parts:selecting the exam window and booking a test seat(specific exam date,time,and location),both of which are indispensable.
Examination registration:
1)Enter the exam registration page on the CFA Institute official website and click on Enroll and Register(new users need to register their account before logging in);
2)Select the exam window that is currently open for registration and the corresponding registration fee application stage;
4)Fill in relevant information(including contact information,ID information*,employment status,compliance with registration requirements,etc.),complete data collection and processing,read and confirm relevant information such as candidate agreements;
5)Payment.
Exam reservation:
After completing the registration and payment on the official website,candidates can log in to their CFA Institute account,click on the CFA Program module→My Enrollment page,select"Schedule Your Exam",and enter Prometric's exam reservation system to confirm the specific exam date,time,and location.
