- Bachelor's (or equivalent degree) or be in the final year of your bachelor's degree program.
- Candidates in their final year of a bachelor degree can take Level 1 exam. They can only register for Level 2 after they provide confirmation that they've received their degree and passed Level 1
- Have 4 years of qualified, professional work experience or a combination of work experience and education that totals at least four years. Eligible professional experience for entrance to the program instead of a degree does not have to be investment related; part-time positions do not qualify.