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.
Take this short assessment to see whether your work experience is likely to qualify for regular membership.
1.

Do you construct or rebalance client portfolios, prepare financial models, or perform/evaluate independent analysis leading to an investment decision?

Yes
No
Yes
No
2.

Do you make investment decisions based on the application of financial, economic, or statistical data involving securities or similar investments held as part of an investment portfolio?

Yes
No
Yes
No
3.

Do you determine capital structure and funding needs through equity, debt, and alternative investments, conduct long-range financial planning, evaluate financial fundamentals, analyze and value securities for public offerings or mergers and acquisitions, and/or make asset sales and capital investment decisions?

Yes
No
Yes
No
4.

Do you conduct asset allocation analysis or apply investment knowledge to develop, analyze, and/or explain investment policy statements or strategies designed to achieve investor goals as part of the overall investment process?

Yes
No
Yes
No
5.

Are you engaged in investment/financial advising or planning for corporations, institutions, or individuals (other than yourself or your family)?

Yes
No
Yes
No
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