Chartered Financial Analyst (CFA) requirements
- Bachelor’s degree from an accredited college/university or equivalent education/work experience
- Successful completion of all 3 levels of the CFA Exam
- Forty-eight months of acceptable professional work experience (usually in the investment decision making process)
- Join the CFA Institute and sign the Professional Conduct Statement
Certified Financial Planner (CFP®) requirement
- Bachelor’s degree (or higher), or its equivalent in any discipline, from an accredited college or university
complete the course work for, and pass, the CFP Certification Examination - 6,000 hours of experience through the Standard Pathway, or 4,000 hours of experience though the Apprenticeship pathway that meets additional requirements
- Adhere to the high standards of ethics and practice outlined in CFP Board’s Standards of Professional Conduct
- Complete 30 hours of continuing education (CE) accepted by CFP Board every two years
