1、 CFA application conditions
1) Education/work experience (one of which is sufficient)
-Completed a bachelor's degree or equivalent course and obtained the corresponding degree certificate. If unsure whether the course of study meets the requirements, you can consult your school.
-Undergraduate students can register for exams as early as 23 months before graduation.
-Obtain at least 4000 hours of work experience and/or higher education within three consecutive years. (Professional work experience is not mandatory and is related to investment decisions. If the internship is a full-time and salaried type, it can also be considered professional work experience.)
2) Holding valid registration documents
The association requires global candidates to hold a valid international travel passport in order to register for the exam. However, considering the difficulties faced by Chinese candidates in obtaining an international travel passport during the epidemic situation, it is specially stipulated that starting from November 2022, candidates who choose to take the CFA exam in mainland China can not only use their passport, but also use their resident ID card to register and participate in the exam.
2. The CFA exam is divided into three levels and requires passing the corresponding exams in order to advance to the next level. The CFA exam covers areas such as financial markets, investment tools, portfolio management, financial statement analysis, ethics, and professional standards. The following are the current conditions stipulated by the CFA Association for reference:
1、 Meet the requirements of education and working years
The CFA Association has strict requirements for applicants' educational qualifications, and candidates with different educational backgrounds may also have slightly different working years to meet.
1. Successfully obtained a bachelor's degree (there are no restrictions on the degree type/major, and non financial majors can also apply);
2. The CFA has expanded its candidacy to allow students 23 months after graduation to take the exam. Previously, it was stipulated that candidates one year after graduation could take the CFA Level 1 exam.
3. If the applicant does not hold a bachelor's degree but has a considerable professional level, they can also be accepted as candidates. CFA will use work experience to assess the professional level of applicants. Generally speaking, 4 years of full-time work experience, 3 years of college+1 year of full-time work experience, and 2 years of college+2 years of full-time work experience are considered as alternative bachelor's degrees;
2、 Possess a certain level of English proficiency
CFA belongs to the pure English exam category, and candidates need to use English to answer all test questions. Therefore, candidates need to have a certain level of English proficiency, proficient in the translation and application of various professional terms, in order to understand the requirements of the exam questions and be able to answer them correctly.
3、 Residing in the country assigned by the CFA exam site
The CFA exam is a global exam, and candidates need to reside in the participating country of the CFA exam.
4、 Adhere to professional ethics
The CFA Association places great emphasis on the professional ethics of candidates, and candidates participating in exams must consciously abide by the CFA Charter and professional ethics standards, otherwise it will be difficult to establish a foothold in the industry.
考季 | 早鳥階段(940美元) | 標(biāo)準(zhǔn)階段(1250美元) | 窗口 |
二月 |
2023年5月16日—2023年7月13日 |
2023年7月14日— 2023年11月8日 |
僅限CFA一級(jí)、三級(jí) |
五月 |
2023年8月15日—2023年10月12日 |
2023年11月3日— 2024年2月6日 |
僅限CFA一級(jí)、二級(jí) |
八月 |
2023年11月14日—2024年1月23日 |
2024年1月24日— 2024年5月14日 |
僅限CFA一級(jí)、二級(jí) 、三級(jí) |
十一月 |
2024年2月8日— 2024年4月16日 |
2024年4月17日— 2024年8月7日 |
僅限CFA一級(jí)、二級(jí) |
1. February 2024 CFA registration time:
The first stage registration exam fee is $940; Start date: May 16, 2023, End date: July 13, 2023
The second stage registration exam fee is $1250; Start date: July 14, 2023, End date: November 8, 2023
2. CFA registration time in May 2024:
The first stage registration exam fee is $940; Start date: August 15, 2023, End date: October 12, 2023
The second stage registration exam fee is $1250; Start date: November 3, 2023, End date: February 6, 2024
3. CFA registration time in August 2024:
The first stage registration exam fee is $940; Start date: November 14, 2023, End date: January 23, 2024
The second stage registration exam fee is $1250; Start date: January 24, 2024, End date: May 14, 2024
4. November 2024 CFA registration time:
The first stage registration exam fee is $940; Start date: February 8th, 2024, End date: April 16th, 2024
The second stage registration exam fee is $1250; Start date: April 17, 2024, End date: August 7, 2024
二月 | 五月 | 八月 | 十一月 | |
CFA一級(jí) | 2月19日-2月25日 | 5月15日-5月21日 | 8月20日-8月26日 | 11月13日-11月19日 |
CFA二級(jí) | / | 5月22日-5月26日 | 8月27日-8月31日 | 11月20日-11月24日 |
CFA三級(jí) | 2月15日-2月18日 | / | 8月16日-8月19日 | / |
1.February CFA Exam Time
CFA Level 1 Exam Time: February 19th to February 25th
CFA Level 3 Exam Time: February 15th to February 18th
2.May CFA Exam Time
CFA Level 1 Exam Time: May 15th to May 21st
CFA Level 2 Exam Time: May 22nd to May 26th
3.August CFA Exam Time
CFA Level 1 Exam Time: August 20th to August 26th
CFA Level 2 Exam Time: August 27th to August 31st
CFA Level 3 Exam Time: August 16th to August 19th
4.November CFA Exam Time
CFA Level 1 Exam Time: November 13th to November 19th
CFA Level 2 Exam Time: November 20th to November 24th
1. CFA Level 1:
Quantitative analysis, economics, derivative investment, equity investment, professional ethics and ethics, corporate finance, alternative investment, financial statement analysis, portfolio management, fixed income investment.
2. CFA Level 2:
Derivatives investment, equity investment, professional ethics and ethics, economics, quantitative analysis, corporate finance, alternative investment, financial statement analysis, fixed income investment, investment portfolio management (the same as the CFA Level 1 exam subjects, but with different weights).
3. CFA Level 3:
Alternative investments, derivatives, economics, equity investments, fixed income investments, ethical and professional behavior standards, and portfolio management.