How To Register For CFA In South Africa

What is CFA?

The Chartered Financial Analyst program is a postgraduate professional certification offered internationally by the American-based CFA Institute to investment and financial professionals.

How To Register For CFA In South Africa?

Entrance Requirements

To enroll in the CFA Program and register for your first Level I exam, you must have:

An international travel passport (read the ID policy) and

One of the following:

  • Undergraduate education: A bachelor’s (or equivalent) degree or be in the final year of your bachelor’s degree program (when you register for the Level II exam, you will be required to update your education information), or
  • Work experience: Four years of professional work experience (does not have to be investment related), or
  • A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued prior to enrollment).

Exam Registration – https://www.cfainstitute.org/programs/cfaprogram/register/registration/Pages/index.aspx

Membership

Requirements to Become a Member

Demonstrate your commitment to the investment management profession and stay relevant in the fast-paced world of investment management by joining the world’s largest association of investment professionals.

Regular Membership

We recommend regular membership for candidates in the CFA program. The application process has three phases and typically takes several weeks to be approved.

Please review the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

Online Application Checklist

Here’s what you’ll need to apply for CFA Institute regular membership:

  • A bachelor’s degree or equivalent education/work experience
  • A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
  • 48 months of professional work experience (<-link – includes work assessment test) in investment decision making
  • 3 professional references
  • Local CFA Society membership. (CFA Society membership is optional but strongly encouraged.) Join a CFA Society.

Affiliate Membership

Affiliate Membership

​We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership.


Please review the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

Online Application Checklist

Here’s what you’ll need to apply for CFA Institute affiliate membership:

  • Eligibility for your selected member society
  • 3 professional references

How much does a CFA cost in South Africa?

R18 000 – R19 000 per level

What is the cost of CFA courses in South Africa? The average cost price of the CFA is R18 000 – R19 000 per level.

How do I register to take the CFA exam?

Level 1 CFA Exam Registration Step by Step

  1. To register for your level 1 CFA exam, you first need to create an account at the CFA Institute website. …
  2. The next step of your registration involves fee payment.
  3. If you are ineligible for a scholarship, you’ll have to pay relevant fees to register for the exam you want to sit.

How long is CFA registration valid?

It doesn’t have an expiry date. It states that you have cleared your level 1 exam and one step closer to achieve your CFA charter. It’s not a level based degree as well.

Is Passport required for CFA registration?

CFA Institute requires that every CFA® Program candidate have a valid international travel passport to register and sit for the exam.