Hello everybody!
First post here as a new member and was hoping somebody could answer a question for me.
I am looking at getting my CFA but I don’t have a degree currently. I have some coursework but didn’t finish my bachelors. I am series 7 and 66 licensed and have been working for a national firm for 3 years.
My question is, would I need to complete my bachelors degree in order to become a charter member? I see that you can sit for level 1 without a degree but wasn’t sure you could go through the program without my degree.
Thank you for any assistance!
You must have one of the following:
Bachelor’s Degree
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.
Final-Year Student
Be a final-year student of a bachelor’s program or equivalent program on the date of enrolling for the Level I exam and becoming a candidate in CFA Program. Understand that you must complete your degree program prior to the date of registering for Level II.
Professional Work Experience
Have a combination of four years (or 48 months) of full-time work experience and/or college/university education on the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping. Candidates are required to have a total of four years sequentially. Understand that part-time work does not qualify toward meeting the professional work experience requirement. Also understand that full-time work does not need to be investment related. Internships/articleships are accepted if they are paid and full-time. Work experience with your own business or your family business will qualify only if it is full-time, 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 evaluate whether their professional work experience has equipped them for the significant volume and depth of study demanded by CFA Program.