Requirements
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Charterholder
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Regular
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Affiliate
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Student
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| Provide
one Regular CFA Institute member and supervisor, at least one of whom must be a member of CFA Society Detroit |
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| Sign and submit the Member's Agreement and the Professional Conduct Statement |
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| Adhere to the Code of Ethics and Standards of Professional Conduct |
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| Complete any additional application procedures or requirements established by CFA Institute |
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| Passed Level I of the CFA Exam -
OR - Passed the Standards of Professional Practice Examination |
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| Passed Levels I, II and III of the CFA Exam |
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| Hold a bachelor's degree from an accredited institution - OR - have equivalent education and work experience |
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| Four years of acceptable work experience as defined by CFA Institute* |
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| Have met the requirements to be awarded and to maintain the use of the CFA Charter |
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| Adhere to any new standards that may be required of Chartered members |
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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.
