Enrollment Criteria and Requirements for CFA Program
如何参加CFA的考试？要需要什么条件？
To become a CFA candidate,you must enroll in CFA Program and register for the Level I exam.In order to enroll you must meet all of the qualifications listed below.We have provided helpful information below to guide you through the enrollment process and to keep you on track for registration.For further questions about CFA Program enrollment requirements,please refer to these FAQs.
一、Meet One of the Following Enrollment Requirements满足一下注册要求之一
1、Bachelor's Degree 学士学位
Complete a bachelor's program or equivalent program and have received a degree from the college/university.If you are not sure if your program is comparable,consult your college or university.
2、Undergraduate Student 未毕业的本科大学生
Your selected exam window must be 11 months or fewer before your graduation month for your bachelor’s degree or equivalent program.Understand that you must complete your degree program prior to the date of sitting your Level II exam.
3、Professional Work Experience 专业工作经验
Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level I exam.The dates of education and professional work experience cannot be overlapping.If you have a combination of work experience and higher education to achieve the minimum hours and years,assume that higher education takes 1,000 hours per year.
Professional work experience does not need to be investment related.Internships/articleships are accepted if they are paid.Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.
What does professional work experience mean?Professional work experience requires specialized knowledge,education,or advanced skills.Professional work experience requires the application of higher-level judgement and business skills,including:
*Leadership and teamwork
*Business communications
*Critical thinking and problem solving
*Time management
*Professional judgement
*Analytical skills
*Adaptability
Candidates applying to register for CFA Program without completing a bachelor’s degree must honestly*uate whether their professional work experience has equipped them for the significant volume and depth of study demanded by CFA Program.
Please note that CFA Institute may request proof of education(copy of diploma,marksheet,any other relevant documents)and/or work experience(letter of employment,salary slips,any other relevant documents)to be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met.Failure to provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration,withholding of exam results,voiding of past exam results,and may lead to investigation and disciplinary action by the CFA Institute Professional Conduct Program.
二、Have an International Travel Passport 具有国际护照
CFA Institute requires that every CFA Program candidate have a valid international travel passport.Those without a passport will not be able to register or sit for exams.
三、Be Prepared to Take Exams in English 准备好参加英语考试
CFA Program exams are only offered in English.Exams require English proficiency for reading comprehension and formulating answers to complex financial scenarios.
四、Meet the Professional Conduct Admission Criteria 遵守道德行为要求
All candidates in CFA Program must complete a Professional Conduct Statement form to attest that they are in compliance with this requirement.
Live in a Participating Country 居住在考试参与国
There are some countries with which CFA Institute cannot work.Review the OFAC Policy to check if there are any sanctions on your country.
注意：CFA一级考试注册需要满足以上要求，CFA二级报名要求为通过CFA一级考试，（大学生参加CFA二级考试的时候必须拿到学士学位），CFA三级报名要求为通过CFA二级考试。
CFA报名费用以美元结算，由三个部分构成：
注册费（Enrollment Fee）：只需第一次注册CFA考试时缴纳450$,即意味着在报考二级、三级考试时无需再缴。
考试费（Registration Fee）：每次报考时都需要缴纳，考试费依据报名时间的早晚而不同，越早报名越优惠。
考试税费（Sales Tax）：首次报名考试对应"新考生税费",已经报名参加过考试的考生对应"老考生税费"。
一次性注册费：450美元
（首次注册CFA课程和报名CFA一级考试时需要支付一次性注册费）。
早期报名价：700美元
标准报名价：1000美元
划重点：未通过考试的考生需等待至少6个月才可以再次参加考试。
CFA考试费用由注册费、报名费、税费三个部分组成。报名费会根据考生进行报名的时间不同而产生变化，注册费只需要在首次报名CFA一级的时候进行缴纳。
进行CFA考试报名的时候要想更优惠，就应该选择在早报名阶段进行报名，可以节省300美元。或者可以进行CFA奖学金的申请，减免一些费用。
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