CFA requires 3 years of work experience to obtain the CFA certificate.

According to the official requirements of the CFA Institute, CFA applicants need to obtain at least 4,000 hours of relevant work experience within 36 months, that is, the work performed is directly related to the investment decision-making process, or is used to produce insights into the investment decision-making process.

Work results that provide useful information or add value (for example, the work involves evaluating or applying financial, economic, or statistical data for investment decisions; supervising the completion of such work or teaching such content).

Work experience can be gained through full-time work, part-time work, or telecommuting arrangements. It can be gained before taking the CFA exam, or it can be accumulated during or after completing the exam.

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1. Evaluate or apply financial, economic, or statistical data to provide decisions for investment operations; work involving securities or similar investments (such as publicly listed and privately offered stocks, bonds, mortgages, and their derivatives; derivatives based on valuable commodities)

and mutual funds; commodities and other investment assets such as real estate and commodities, diversified investment portfolios, portfolios of marketable securities, etc.).

2. Engage in or participate in the design of investment products, provide them with professional and valuable information, directly participate in the investment decision-making process or provide support for the investment decision-making process and other related work supervision, management or guidance; or directly or indirectly implement operational investments

Activity.

3. Engage in consulting, teaching and guidance of investment activities.

The title of the position itself cannot directly determine whether it is recognized by the CFA Institute. The main reason is that more than 50% of the job content involved in daily work must be related to investment decisions to be recognized.

If the job you are engaged in is outside the positions listed below, but the job content involved in the job is related to investment decision-making, you can also provide detailed work experience to CFA Institute, which will also be recognized.

In addition to work experience, what other conditions need to be met to apply for the CFA certificate?

1. Pass the three levels of exams in sequence; the CFA exam consists of three levels, and it generally takes 2-5 years to pass the three levels of exams.

The number of exams for each level shall not exceed 6.

2. Submit 2-3 letters of recommendation from sponsors; 3. Apply for membership of CFA and the local association; 4. Commit to abide by the ethics and code of conduct of the CFA Institute.

What are the recommender requirements for CFA certificate application?

The two recommenders in the CFA certificate application are required to be regular members of the CFA Institute and the applicant's supervisor. At least one of the two recommenders must be a formal member of the association for which the applicant is applying, and

You don't have to be a CFA holder to recommend.