[摘要]
1、 顺序通过第一、第二和第三级考试
2、 至少有三年与投资决策相关的工作经验
3、 成为AIMR的会员或当地机构的会员
4、 遵守AIMR的章程和相关管理规定
Requirements to be awarded and maintain the use of the CFA charter
To be awarded the CFA chart...

1、 顺序通过第一、第二和第三级考试
2、 至少有三年与投资决策相关的工作经验
3、 成为AIMR的会员或当地机构的会员
4、 遵守AIMR的章程和相关管理规定
Requirements to be awarded and maintain the use of the CFA charter
To be awarded the CFA charter, a candidate must:
1. Sequentially pass the Level I, Level II, and Level III examinations; and
2. Have at least three years of acceptable professional experience working in the investment decision-making process; and
3. Fulfill AIMR membership requirements and apply concurrently for membership in AIMR and in an AIMR Member Society or Chapter (if a Member Society or Chapter is located within 50 miles (80 km) of candidate’s place of business). As part of the application for AIMR membership, a candidate must:
• Provide current completed sponsor forms;
• Sign and complete the Professional Conduct Statement;
• Sign and agree to comply with the terms of the Member’s Agreement; and
• Exhibit a high degree of ethical and professional conduct.
4. Once a candidate becomes a CFA charterholder, he or she must comply with AIMR’s conditions, requirements, policies, and procedures of a CFA charterholder and AIMR member, including those set forth in the AIMR Articles of Incorporation, Bylaws, Code of Ethics, Standards of Professional Conduct, Rules of Procedure for Proceedings Related to Professional Conduct, and other conditions, requirements, policies, and procedures that may be established and amended from time to time, including the submission of an annual Professional Conduct Statement and the payment of AIMR membership dues. Failure to comply with AIMR’s conditions, requirements, policies, and procedures can result in disciplinary sanctions, including suspension or revocation of the right to use the CFA designation.