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How to become a charterholder

The CFA designation is a mark of distinction that is globally recognized by employers, investment professionals, and investors as the definitive standard by which to measure serious investment professionals. To become a charterholder, you need to:

  • Enter the CFA Program
  • Study for and pass the three levels of exams
  • Become a regular member of CFA Institute
  • Meet the work experience requirements
  • Maintain your charterholder status
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