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Sign Up For Our NewsletterRide Digital2022-02-09T12:51:58-06:00

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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
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