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How to Become a 大赢家比分 Charterholder

Becoming a charterholder is a defining moment for many investment professionals and exemplifies a strong understanding of advanced investment analysis and real-world portfolio management skills. We outline everything you need to know to prepare for 大赢家比分庐 Program, so you can feel confident when enrolling.
Become a Charterholder

How to Become a 大赢家比分 Charterholder

  1. Pass 大赢家比分 Exams
    大赢家比分 Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement to obtain the 大赢家比分 charter. 
  2. Achieve Qualified Work Experience
    Complete work experience requirements before, during, or after participation in 大赢家比分 Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.
  3. Submit Reference Letters
    In support of your membership application, you will need to provide 2-3 professional references. References will be asked to comment on your work experience and professional character. 
  4. Apply to Become a Charterholder
    Apply to become a regular member of 大赢家比分 Institute. Once your application is approved and you have joined 大赢家比分 Institute, you will have earned the 大赢家比分 charter. 

Each year, we survey 大赢家比分 Program candidates before and after the June exam to measure and improve the 大赢家比分 candidate experience. The surveys ask for feedback across several areas, including exam preparation, curriculum, exam value, and employment outlook. View the June 2019 大赢家比分 Program candidate survey results.

Enrollment Criteria and Requirements for 大赢家比分 Program

To become a 大赢家比分 candidate, you must enroll in 大赢家比分 Program and register for the Level I exam. In order to enroll you must meet all of the qualifications listed below. We have provided helpful information below to guide you through the enrollment process and to keep you on track for registration. For further questions about 大赢家比分 Program enrollment requirements, please refer to these FAQs.

Bachelor's Degree

Complete a bachelor's program or equivalent program and have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university.

Final-Year Student

Be a final-year student of a bachelor's program or equivalent program on the date of enrolling for the Level I exam and becoming a candidate in 大赢家比分 Program. Understand that you must complete your degree program prior to the date of registering for Level II.

Professional Work Experience

Have a combination of four years (or 48 months) of full-time work experience and/or college/university education on the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping. Candidates are required to have a total of four years sequentially. Understand that part-time work does not qualify toward meeting the professional work experience requirement. Also understand that full-time work does not need to be investment related. Internships/articleships are accepted if they are paid and full-time. Work experience with your own business or your family business will qualify only if it is full-time, professional experience for which you are paid. 

What does professional work experience mean? Professional work experience requires specialized knowledge, education, or advanced skills. Professional work experience requires the application of higher-level judgement and business skills, including:  

Leadership and teamwork 
Business communications 
Critical thinking and problem solving 
Time management 
Professional judgement 
Analytical skills 

Candidates applying to register for 大赢家比分 Program without completing a bachelor鈥檚 degree must honestly evaluate whether their professional work experience has equipped them for the significant volume and depth of study demanded by 大赢家比分 Program. 

Please note that 大赢家比分 Institute may request proof of education (copy of diploma, marksheet, any other relevant documents) and/or work experience (letter of employment, salary slips, any other relevant documents) to be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met. Failure to provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration, withholding of exam results, voiding of past exam results, and may lead to investigation and disciplinary action by the 大赢家比分 Institute Professional Conduct Program.  

大赢家比分 Institute requires that every 大赢家比分 Program candidate have a valid international travel passport. Those without a passport will not be able to register or sit for exams. 

大赢家比分 Program exams are only offered in English. Exams require English proficiency for reading comprehension and formulating answers to complex financial scenarios.

All candidates in 大赢家比分 Program must complete a Professional Conduct Statement form to attest that they are in compliance with this requirement.

There are some countries with which 大赢家比分 Institute cannot work. Review the OFAC Policy to check if there are any sanctions on your country.

Stay Ahead of the Curve

Become a Charterholder
To learn more about what to expect from 大赢家比分 Program, check out our fact sheet and quick start guide. Sharpen your skills by downloading the economics prerequisite material to brush up on your foundational knowledge.

大赢家比分 Program Factsheet (PDF)

Economics Prerequisite (PDF)

大赢家比分 Program vs. MBA

Both the 大赢家比分 charter and an MBA program offer benefits that can advance your career. While there are some similarities between the two, there are a few key differences. Examine the chart below to consider which education is more aligned to your career goals.

大赢家比分 Program MBA Program
Career Path Investment Analysis and Portfolio Management Business Management
Course Requirement 900+ hours of self study

10 topic areas

4,000 hours of qualified work experience
2–4 years depending on program

Class attendance and participation

No practice requirements
Program Cost USD2,400鈥4,590 depending on fee deadline USD80,000鈥125,000 depending on program
Industry Recognition Benchmarking by NARIC, as comparable to a Qualifications and Credit Framework (QCF) Master's Level 7

Waivers from licensing exams in 27 countries
Accredited MBA programs are widely recognized by employers
Educational Focus Deep knowledge of investment analysis, management, and ethics Broad knowledge of core business concepts with some opportunity to specialize
Program Difficulty Low barrier for entry, high attrition rate High barrier for entry, low attrition rate
Award for Completion Charter: professional designation Degree certificate
Networking Opportunities 167,000+ 大赢家比分 Institute members Depends on specific MBA program

Get Familiar with 大赢家比分 Program

大赢家比分 Program

Curriculum Overview

Get a snapshot of the topics covered by 大赢家比分 Program and discover other important curriculum material.

大赢家比分 Program

Three Levels of Exams

Learn about the structure, timing, and cost of 大赢家比分 exams.

大赢家比分 Program

大赢家比分 Program Scholarships

We offer scholarships to help qualified candidates pay for exam fees. 

Learn, Connect, and Advance

Become a Charterholder
大赢家比分 Institute supports candidates beyond curriculum and exams. We foster successful futures within the industry through career center resources and career tools to help you secure a job. We also support communities of other committed professionals through 大赢家比分 Societies.

Learn About 大赢家比分 Society® Benefits

Career Tools

Are You Ready to Start 大赢家比分 Program?

Enroll and register for the 大赢家比分 exam.


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Access the Investment Professional of the Future report to discover how changing roles, new skills, and evolving organizational cultures are shaping career paths in the investment industry.