Insights

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