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Summary Table of Application Conditions for Chartered Financial Analysts in 2024, click to view

来源：高顿教育 2023-10-10

In 2024, the CFA Association has announced the CFA exam and registration time. Students who plan to take the exam can now prepare for it. What kind of situation is it? Please follow me to take a look~

1、 CFA application conditions
1) Education/work experience (one of which is sufficient)
-Completed a bachelor's degree or equivalent course and obtained the corresponding degree certificate. If unsure whether the course of study meets the requirements, you can consult your school.
-Undergraduate students can register for exams as early as 23 months before graduation.
-Obtain at least 4000 hours of work experience and/or higher education within three consecutive years. (Professional work experience is not mandatory and is related to investment decisions. If the internship is a full-time and salaried type, it can also be considered professional work experience.)
2) Holding valid registration documents
The association requires global candidates to hold a valid international travel passport in order to register for the exam. However, considering the difficulties faced by Chinese candidates in obtaining an international travel passport during the epidemic situation, it is specially stipulated that starting from November 2022, candidates who choose to take the CFA exam in mainland China can not only use their passport, but also use their resident ID card to register and participate in the exam.

2. The CFA exam is divided into three levels and requires passing the corresponding exams in order to advance to the next level. The CFA exam covers areas such as financial markets, investment tools, portfolio management, financial statement analysis, ethics, and professional standards. The following are the current conditions stipulated by the CFA Association for reference:
1、 Meet the requirements of education and working years
The CFA Association has strict requirements for applicants' educational qualifications, and candidates with different educational backgrounds may also have slightly different working years to meet.
1. Successfully obtained a bachelor's degree (there are no restrictions on the degree type/major, and non financial majors can also apply);
2. The CFA has expanded its candidacy to allow students 23 months after graduation to take the exam. Previously, it was stipulated that candidates one year after graduation could take the CFA Level 1 exam.
3. If the applicant does not hold a bachelor's degree but has a considerable professional level, they can also be accepted as candidates. CFA will use work experience to assess the professional level of applicants. Generally speaking, 4 years of full-time work experience, 3 years of college+1 year of full-time work experience, and 2 years of college+2 years of full-time work experience are considered as alternative bachelor's degrees;
2、 Possess a certain level of English proficiency
CFA belongs to the pure English exam category, and candidates need to use English to answer all test questions. Therefore, candidates need to have a certain level of English proficiency, proficient in the translation and application of various professional terms, in order to understand the requirements of the exam questions and be able to answer them correctly.
3、 Residing in the country assigned by the CFA exam site
The CFA exam is a global exam, and candidates need to reside in the participating country of the CFA exam.
4、 Adhere to professional ethics
The CFA Association places great emphasis on the professional ethics of candidates, and candidates participating in exams must consciously abide by the CFA Charter and professional ethics standards, otherwise it will be difficult to establish a foothold in the industry.

2024年CFA报名时间表
考季	早鸟阶段（940美元）	标准阶段（1250美元）	窗口
二月	2023年5月16日—2023年7月13日	2023年7月14日— 2023年11月8日	仅限CFA一级、三级
五月	2023年8月15日—2023年10月12日	2023年11月3日— 2024年2月6日	仅限CFA一级、二级
八月	2023年11月14日—2024年1月23日	2024年1月24日— 2024年5月14日	仅限CFA一级、二级、三级
十一月	2024年2月8日— 2024年4月16日	2024年4月17日— 2024年8月7日	仅限CFA一级、二级

2、 Registration time for CFA exam in 2024
1. February 2024 CFA registration time:
The first stage registration exam fee is $940; Start date: May 16, 2023, End date: July 13, 2023
The second stage registration exam fee is $1250; Start date: July 14, 2023, End date: November 8, 2023
2. CFA registration time in May 2024:
The first stage registration exam fee is $940; Start date: August 15, 2023, End date: October 12, 2023
The second stage registration exam fee is $1250; Start date: November 3, 2023, End date: February 6, 2024
3. CFA registration time in August 2024:
The first stage registration exam fee is $940; Start date: November 14, 2023, End date: January 23, 2024
The second stage registration exam fee is $1250; Start date: January 24, 2024, End date: May 14, 2024
4. November 2024 CFA registration time:
The first stage registration exam fee is $940; Start date: February 8th, 2024, End date: April 16th, 2024
The second stage registration exam fee is $1250; Start date: April 17, 2024, End date: August 7, 2024

**2024年CFA考试时间表**
	二月	五月	八月	十一月
CFA一级	2月19日-2月25日	5月15日-5月21日	8月20日-8月26日	11月13日-11月19日
CFA二级	/	5月22日-5月26日	8月27日-8月31日	11月20日-11月24日
CFA三级	2月15日-2月18日	/	8月16日-8月19日	/

3. 2024 CFA Exam Time
1.February CFA Exam Time
CFA Level 1 Exam Time: February 19th to February 25th
CFA Level 3 Exam Time: February 15th to February 18th
2.May CFA Exam Time
CFA Level 1 Exam Time: May 15th to May 21st
CFA Level 2 Exam Time: May 22nd to May 26th
3.August CFA Exam Time
CFA Level 1 Exam Time: August 20th to August 26th
CFA Level 2 Exam Time: August 27th to August 31st
CFA Level 3 Exam Time: August 16th to August 19th
4.November CFA Exam Time
CFA Level 1 Exam Time: November 13th to November 19th
CFA Level 2 Exam Time: November 20th to November 24th

4、CFA Exam Content
1. CFA Level 1:
Quantitative analysis, economics, derivative investment, equity investment, professional ethics and ethics, corporate finance, alternative investment, financial statement analysis, portfolio management, fixed income investment.
2. CFA Level 2:
Derivatives investment, equity investment, professional ethics and ethics, economics, quantitative analysis, corporate finance, alternative investment, financial statement analysis, fixed income investment, investment portfolio management (the same as the CFA Level 1 exam subjects, but with different weights).
3. CFA Level 3:
Alternative investments, derivatives, economics, equity investments, fixed income investments, ethical and professional behavior standards, and portfolio management.

以上就是【Summary Table of Application Conditions for Chartered Financial Analysts in 2024, click to view】的全部内容，想要了解更多关于cfa相关政策，请访问【报考指南】栏目！一键轻松GETCFA报名、考试费用、考试动态、证书等全面信息！CFA（特许金融分析师）考证新征程，高顿教育CFA陪您一起走过！

点击这里，可免费领取新版CFA思维导图、备考资料和高清网课哟！> > >

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cfa备考热门问题解答

cfa证书就业岗位有哪些？: cfa考完后可以从事的工作包括公司会计、基金经理助理、投资管理师、股票研究分析师、基金分析师、投资产品分析师、券商助理分析师、交易员等。在全球范围内，cfa会员的雇主包括了摩根大通、汇丰银行等机构。

cfa考试内容有哪些？: cfa考试分为三个等级，cfa一级和二级考试科目包括《职业伦理道德》、《定量分析》、《经济学》、《财务报表分析》、《公司理财》、《投资组合管理》、《权益投资》、《固定收益投资》、《衍生品投资》、《其他类投资》。cfa三级考试科目包括《经济学》、《投资组合管理》、《权益投资》、《职业伦理道德》、《固定收益投资》、《其他类投资》、《衍生工具》。

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cfa的含金量如何？: CFA证书全称Chartered Financial Analyst（特许注册金融分析师），是全球投资业里最为严格与高含金量资格认证，为全球投资业在道德操守、专业标准及知识体系等方面设立了规范与标准，具有较高的知名度和影响力。英国的国际学术认证中心，还将持有CFA证书视为拥有硕士学历水平，能让想进修的金融专业人士，充分学习等同于金融硕士的知识课程。此外，人民日报三年内连续四次推荐CFA证书！因此，无论是从国际知名度还是国内知名度来说，CFA资格认证的含金量和认可度都是非常高的。

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