CFA

CFA - Eligibility Criteria

Chartered Financial Analyst Programme

Form Date: 17 Sep - 08 Nov 2026 (Tentative)

Pen & Paper Mode

Form Date: 17 Sep - 08 Nov 2026

CFA Eligibility Criteria 2027: CFA Level 1, 2 and 3 Detailed Eligibility Criteria.

Updated On - September 15 2026 by Abhinandan Singh

CFA Eligibility Criteria 2027 should be checked in order to register for the CFA level 1 test, you must meet certain job and educational prerequisites. At any point during the CFA programme, the CFA Institute may request verification of education and work documentation to ensure that the CFA level 1 eligibility requirements are completed. Candidates must be able to meet any of the following eligibility requirements:

Eligibility criteria for CFA Level 1 2022 Examination

Refer to the points mentioned below in order to understand the Eligibility Criteria for CFA Level 1 Examination.
  • A bachelor's degree from a recognised institution or university, or an equivalent degree.
  • At the time of enrolling in the CFA programme or registering for the Level 1 exam, you must be a final-year student.
  • Have a minimum of 48 months or four years of professional job experience.
  • A combination of four years of work experience and a bachelor's degree.
  • There are also some basic eligibility requirements for CFA Level 1 2021 that must be met in order to take the exam.
  • Applicants for the CFA must have a valid international passport.
  • To attempt the reading comprehension and sophisticated financial scenario-based formulae, candidates must be fluent in English.
  • Applicants must fill out a conduct statement form to complete professional conduct criteria.
  • Enrollment and registration costs must be paid by applicants.
  • They should be nationals of the countries that are taking part.
  • Work experience of 48 months or four years is one of the CFA eligibility requirements. The candidate's work experience can be linked or unrelated to investing, but he or she should ideally have strong judgement and business abilities : Teamwork and leadership, Communication in the workplace, Problem-solving and critical thinking, Organize your time, Professional opinion, Skills in analysis, Adaptability.

Eligibility Criteria for CFA Level 2 2022 Exam 

Candidates must have passed the CFA Level 1 test to be considered. Applicants must have finished their education or have a minimum of four years of work experience, or a combination of both.

Eligibility criteria for CFA Level 3 Exam 

The following is the eligibility criteria to appear for CFA Level 3 examination 
The applicants who have passed the CFA level 2 exam.Any one of the following prerequisites must be met in order to qualify for the CFA level 3 test:
  • The applicant must have earned a bachelor's degree from a recognised university, or have four years of professional job experience.
OR
  1. For at least four years, the applicant must have a mix of professional job experience and a bachelor's degree.
  • Residency criteria : The candidate must reside in a nation where the CFA level 3 exam is held. Because there is no exam centre in North Korea, Ukraine's Crimea region, or Cuba, citizens of these countries are unable to apply for level 3 registration.
  • Professional eligibility standards - The candidate must have a completed Professional Conduct Statement form to ensure that they meet all mandatory compliance requirements.
  • Required documents for registration: To apply for the CFA level 3 exam, the candidate must have an international travel passport.

 

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Form Start Date:

17 Sep 2026

Form End Date:

08 Nov 2026

Number of days left to submit the form:

50

DAYS

Examination Date (Online):

14 Feb - 20 Feb 2027

Application Fees:

₹ 32,119

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