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​​​​​Take the Work Experience Self Assessment

CFA Institute members are accomplished professionals with at least 48 months of experience in investment decision making that meets our work experience guidelines.

We invite you to take this self-assessment to find out if your experience qualifies. Answer the questions for each position you have held, even if they were held at the same company. Think about the majority of your duties as you answer.

This self-assessment is a guide; answers you provide do not guarantee you will be accepted for membership. If you have questions about your results or the membership process, please contact us.


​Explore Additional Resources
Work Experience Guidelines
Tips for Writing Successful Descriptions
Application Tips

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