Work Experience Self-Assessment

When you apply for regular membership, we will ask that you describe your current and prior job responsibilities to demonstrate qualified work experience.

  • You must have at least 4,000 hours of experience, completed in a minimum of 36 months.
  • Qualified hours must be directly related to the investment decision-making process or produce a work product that informs or adds value to that process.
  • Experience earned through full-time, part-time, or remote work arrangements--before, during, or after your participation in the CFA Program--can qualify.
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