How to Register for CFA Exam

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While the CFA exam registration process is simple, it requires attention to deadlines, eligibility requirements, and exam fees. This guide guides you through the step-by-step CFA exam registration process, requirements, exam fees, registration deadlines among other things.

Step 1: Check Eligibility Requirements CFA Exam

Before registering for the CFA exam, you must ensure that you meet the eligibility criteria set by the CFA Institute. The eligibility requirements are as follows:

Eligibility Criteria

To enroll in the CFA program, candidates must meet one of the following criteria:

• Hold a bachelor’s degree (or be in the final year of a bachelor’s program).
• Have at least four years of professional work experience.
• Have a combination of work experience and education totaling four years.

Additionally, candidates must have a valid passport and demonstrate proficiency in English.

Professional Conduct Statement

All candidates must comply with the CFA Institute’s Professional Conduct Statement and agree to follow its Code of Ethics and Standards of Professional Conduct.

Step 2: Create an Account on the CFA Institute Website

To start the registration process, you have to go to the official CFA Institute website (www.cfainstitute.org). Follow these steps:

1. Visit the CFA Institute Website: Go to www.cfainstitute.org.
2. Click on “Register”: Navigate to the CFA Program section and select “Register for the CFA Exam.”
3. Provide Personal Details: Enter your full name, date of birth, contact details, and nationality. Ensure that your name matches the one on your passport.
4. Establish a Login ID and Password: Develop a secure username and secret phrase for your CFA account.
5. Check Your Email: You will get an email containing a verification link which you should click to verify your account.
6. You may then go ahead and register after creating your account.

Step 3: Select Your CFA Exam Level

After logging in to your CFA account, choose the level for which you want to register:

• Level I (beginner level)
• Level II (intermediate level)
• Level III (advanced level)

Candidates must pass Level I before registering for Level II, and Level II before registering for Level III.

Step 4: Choose the Exam Date and Location For CFA Exam

The CFA exam is conducted multiple times a year for Level I and twice a year for Level II and III. Candidates must select an exam window that suits them best.

Exam Frequency

• Level I: Conducted four times a year (February, May, August, November).
• Level II: Conducted twice a year (May and August).
• Level III: Conducted twice a year (February and August).

Exam Locations

There are many test centers across the globe that offer the exam through the CFA Institute. During the registration process, candidates are able to choose their preferred exam city and test center. But spots are limited and first come, first serve.

Step 5: Pay the Registration Fees For CFA Exam

After selecting the exam date and location, candidates must pay the registration fee. The CFA Institute offers different fee structures depending on when you register.

CFA Exam Fee Structure

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One-Time Enrollment Fee

• First-time candidates must pay a one-time enrollment fee of $350 in addition to the exam registration fee.
• This fee is paid only once, regardless of how many times you attempt the exams.

Payment Methods

Candidates can pay the registration fee using:

• Credit or debit cards (Visa, MasterCard, American Express, Discover)
• Bank wire transfer
• Check or money order

Once the payment is successfully processed, you will receive a confirmation email from the CFA Institute.