申請人必須成為CFA協會(CFA Institute)的正式會員才能取得CFA特許狀

(You must become a regular member of CFA Institute to be eligible for the CFA charter.)

 

There are three types of membership: regular, CFA charterholder, and affiliate. When you apply for membership with us, you don’t choose your type of membership. We assign it based on your qualifications. (It may take up to 10-12 weeks to review your application.)

Here’s how the application process works:

 

順序 1 2 3 4
步驟 符合基本要求  申請CFA 協會會員並同時選擇加入一個分會 CFA協會與當地分會審查(Review)資格 繳費
CFA 協會要求 通過三級考試Pass Level III of the CFA Exam sponsor forms(由你的直屬上司(supervisor)以及一位當地分會的CFA會員填寫) 學歷驗證(Education verification), 執業規範(Professional conduct)及工作經驗 Billed upon acceptance
台灣分會要求 填寫台灣分會入會申請表 繳交台灣分會入會費NT$500(請等待通知後繳納)