How do I gain the charter?

In order to gain the charter you need to complete three steps:

1. Successfully complete all three levels of the exam.

2. Have four years of qualifying work experience (this may be gained prior or after sitting the exams).

3. Join the CFA^® Institute as a member by:

• Having 48 months of acceptable professional work experience in the investment decision-making process.
• Agreeing to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
• Submitting two complete sponsorship forms.
• Applying for membership with a CFA Institute Member Society.

Please visit the CFA Institute website for more details including acceptable work experience.

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial. CFA Institute, CFA^® and Chartered Financial Analyst^® are trademarks owned by CFA Institute.