Cfa Association does not limit the time for candidates to take exams at all levels. However, it should be noted that since 20021,the association has restricted the number of exams that candidates can take, that is, candidates at each level can only take six exams, so when candidates want to take the exam, it is best to estimate that they can have enough time to prepare for the exam before signing up.
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How to apply for a certificate after cfa exam?
The process of applying for CFA certificate:
1. Log in to CFA Institute official website and follow the following procedures: membership-managing membership and club application-new CFA routine application;
2. Fill in personal information, education, contact address and work experience as required;
3. Join the local CFA Association;
4. Fill in the information of the recommended person;
5. submit an application to become a CFA holder;
6. If the application is successful, CFA Association will send a notification email to the candidates, and the applicants need to pay the membership fee in official website.
Note: If the CFA certificate application submitted by the candidates is passed, CFA Association will also issue the certificate to the applicant by mail.
What are the requirements for applying for CFA certificate?
The requirements for applying for CFA certificate include:
1, passed CFA exam.
CFA exam is divided into CFA Level 1 exam, CFA Level 2 exam and CFA Level 3 exam. If you want to apply for CFA certificate, you must pass CFA Level 3 exam. According to the requirements of CFA Association, candidates should have at least six months in the middle when applying for the two-level CFA exam, that is to say, candidates can complete the CFA exam in one and a half years at the earliest.
2. Have qualified work experience.
CFA Institute requires candidates to submit qualified work experience, including the following requirements:
(1) working hours
CFA candidates should have at least 4000 hours of relevant work experience within 36 months.
(2) Work
CFA Institute requires that candidates' work experience must be related to investment decision-making, or other jobs that provide value-added for the investment decision-making process.
(3) Working mode
There are no specific restrictions, and the work experience gained by candidates through full-time, off-site work arrangements or part-time jobs meets the requirements.
In addition, CFA Institute stipulates that candidates can obtain the above work experience before, during or after participating in CFA program, and the examination results of candidates have no validity period, which means that candidates can submit qualified work experience to CFA Institute according to their personal reality.
3. Submit 2-3 letters of recommendation.
CFA candidates also need to find 2-3 referees, who need to write letters of recommendation for the candidates. The Association requires that the letters of recommendation must include the evaluation of the candidates' personal occupational character and work experience.
Note: If the candidate only finds two referees, it is required that one of them must be a valid member of CFA local association, and the applicant only needs to submit the information of two referees. If not, three referees are required. Note that the applicant cannot be his own referee.
4. Apply to become a member of CFA Association or local association.
Candidates must also submit an application to CFA Institute to become a member of CFA Institute. Due to the large number of people applying for membership in the world, candidates need to wait patiently for CFA Institute to process the application after submission.
In addition, candidates need to be reminded that after becoming CFA holders, candidates need to pay their membership fees on time every year in order to maintain their individual membership.
5. Commitment to abide by CFA Institute's code of ethics and conduct.