Below is my understanding of the process. I just submitted my application for regular membership today. Does anyone know how long it takes to actually get the charter?
- Apply for Regular Membership
Here’s what you’ll need to apply for CFA Institute regular membership:
- A bachelor’s degree or equivalent education/work experience
- A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
- 48 months of professional work experience in investment decision making
- 3 professional references
- Local CFA Society membership. (CFA Society membership is optional but strongly encouraged.) Join a CFA Society.
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Wait for notification by email when your application is approved.
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Activate Membership by (i) Signing Member Agreement, (ii) Filing your Professional Conduct Statement and (iii) Paying your annual dues.