Participants in the first-stage examination must meet the following conditions:

1, with a bachelor's degree or above of equivalent professional level, regardless of major;

2. The total number of years of university study and full-time work experience is four years;

3, if the applicant does not have a bachelor's degree, but has a considerable professional level, can also be admitted as a candidate. CFA Institute uses work experience to evaluate the professional level of applicants. Generally speaking, four years of work experience is considered as a substitute for a bachelor's degree. These four years of work experience is not necessarily related to investment, as long as it is legal, full-time and professional;

4. The fourth-year college students can take the exam in the last academic year.

CFA course is based on the practice of investment industry. CFA Institute regularly conducts career analysis of global chartered financial analysts to determine whether the investment knowledge system and skills in the course are important in the work practice of chartered financial analysts.

Tips: The above contents are for reference only.

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