Note to ALL Applicants regarding Work Experience Section in Membership Application:
Affiliate Members: You must have twelve (12) months of CFA Institute approved work experience or have a professional designation such as a CFP, a lawyer, or a CPA.
Regular Members: You must provide a
detailed work experience narrative.
Self-Administered Standards of Practice (Ethics) Exam
The self-administered Ethics Examination for members and non-members tests ethical awareness. This online examination consists of 25 multiple-choice questions based on information contained in the 9th Edition of the
Standards of Practice Handbook (PDF).
Who Should Take the Exam?
For more information regarding the Self-Administered Standards of Practice (Ethics) Exam,
please click here.
Note: you must contact
CFA Institute at 1-800-247-8132 to request this exam.