Earn a bachelor’s degree or be in the final year of a bachelor’s program
Meet the CFA Program admission requirements
Register for the CFA Program
Pass CFA Level I
Pass CFA Level II
Pass CFA Level III
Complete the required work experience
Become a member of a CFA Institute member society
Apply for CFA charter membership
Agree to and follow the CFA Institute Code of Ethics and Standards of Professional Conduct
Maintain membership and continuing professional development requirements