CFA Institute has established the following requirements for achieving the CFA charter:
Successful completion of Levels I, II, and III examinations
At least four years of acceptable professional work experience related to the investment decision-making process. This may be accrued prior to, during, or after completing the exams.
Membership in CFA Institute and application for membership with a CFA Institute society
Agreement to comply with, among other things, the CFA Institute conditions, requirements, policies, and procedures as defined in the CFA Institute Articles of Incorporation, Bylaws, and Code of Ethics and Standards of Professional Conduct
Submission of an annual Professional Conduct Statement and payment of annual membership dues.