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CFA

The CFA® exam is a gruelling exam that takes immense preparation and dedication. Get the study help you need by attending online classes, or by getting the right amount of question practice and mock exams under your belt.

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CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IBTC or BPP. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Practical Experience Requirements

You can apply for regular membership of the CFA Institute if you are in possession of the following: 

·         A bachelor's degree or equivalent education/work experience

·         A passing score for Level I of the CFA® exam

·         48 months of professional work experience in investment decision-making

·         3 professional references

·         Local CFA Society membership; CFA Society membership is optional but strongly encouraged (click here to visit the CFA Society of South Africa’s website)

 

Professional work experience include the following:

 

·         Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments (e.g. publicly traded and privately placed stocks, bonds, and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these are held as part of a diversified, securities-oriented investment portfolio)

·         Supervising, directly or indirectly, persons who practice these activities

·         Teaching such activities

 

For a job position to qualify, at least 50% of your time should be spent directly involved in the investment decision-making process or producing a work product that informs or adds value to that process. Work must be full time and can be earned before, during, or after participation in the CFA® Program. Managing your own investments or the investments of your family or friends (without compensation) does not qualify.

 

You must complete the following steps in order to become a CFA® charter holder:

 

1.       Become a CFA® candidate and enrol in the CFA® Program

2.       Pass all 3 levels of the CFA® exam

3.       Obtain 4 years of professional work experience in the investment decision-making process

4.       Join the CFA Institute as a regular member, and agree to adhere their Code of Ethics and Standards of Professional Conduct

 

Successful candidates take an average of 4 years to earn their CFA® charter.

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