When trying to get resources from CFA Institute, you may need to login first using your credentials. Aside from that, you can also access your study materials and exam-related tasks by logging in first. After creating a CFA Institute account, you will be able to access CFA Institute resources.
Unfortunately, not all users know how to log into CFA Institute, whereas it’s very straightforward to do. If you happen to look for the way to log into CFA Institute, you can dive into our post, since we will show the guide for you below.
How to Login to CFA Institute?
It’s pretty simple to log into the CFA Institute. You just simply visit the CFA Institute login portal at https://study.cfainstitute.org/login. Once clicking the link, you will be taken into the CFA Institute Login Portal. At this page, you will be required to enter your email and password you have set when registration.
After entering your login credentials, you can then click on the ‘Login’ button to continue login. If you correctly enter your login credentials, you will easily access the CFA Institute resources, your study materials and anything you can do on CFA Institute such as accessing your result and changing your test center location.
What if you forgot your password? If you accidentally forgot your password when trying to log into CFA Institute, you can click on the ‘Reset Password’ link on the Login Portal page. By clicking the link, you will be taken into the Password Recovery page. Here, you need to enter your email address that you’ve used when registration.
After entering your email address, you can then click on the ‘Reset Password’ button. Afterwards, you need to check your email, since they will send reset instructions to your email. Make sure to follow on-screen instructions to change your password and you will use your new password to log into CFA Institute.
How to Sign Up for CFA Institute?
If you want to access resources and study materials from CFA Institute but you don’t have an account yet, of course, you will need to create a CFA Institute account first. Creating a CFA Institute account is as simple as logging into CFA Institute.
Here’s how to create a CFA Institute account!
- First, go to the CFA Institute website at https://www.cfainstitute.org/.
- Once you are at the homepage of CFA Institute, you need to click the ‘Create Account’ link.
- Then, you will be taken into the registration page.
- At the registration page, you need to enter your email address and then click the ‘Continue’ button.
- After that, you will have to verify your account by entering the code.
- To enter the verification code, you should click the ‘Send verification code’ button.
- Then, enter the verification code on the available bar that has been sent to your email address.
- After entering your code, you will get a notification that your email is verified. Then, you can click the ‘Continue’ button.
- In the following page, you will set your own password that should be between 8 to 64 characters long and shouldn’t contain repetitive or sequential characters. Make sure to enter your password, your first name and last name.
- After you successfully create your account, you can click the ‘Continue’ button.
- By clicking it, you will be taken into the CFA Institute Homepage and you will see the ‘My Account’ section at the top right of the page.
Congratulations! You successfully create a CFA Institute account and you will be able to access CFA Institute resources and get your study materials easily.
What Can You Find in My Account Section?
‘My Account’ section will appear after you create a CFA Institute account. If you successfully create a CFA Institute account, you can see the ‘My Account’ section appear at the top right of the page. Of course, you can click on it to see what is in the My Account section.
Here are some menus you will find on My Account section:
1) CFA Program
This menu will bring you the information about the CFA program you’ve registered. If you aren’t currently registered for an upcoming exam, you can click on the ‘Register Now’ link. In the following page, you will find some available CFA programs you can follow.
2) CIPM Program
This menu will also bring you the information about the CIPM program you’ve registered. If you aren’t currently registered for an upcoming exam, you can click on the ‘Register Now’ link. In the next page, you will find some available CIPM programs you can follow.
3) Certificate in ESG Investing
This menu will show you the information about the certificate in ESG Investing you follow. To access this menu, you will have to login first.
4) Investment Foundations Program
This menu will also show you the information about the programs of investment foundations you follow. To access this menu, you will have to login first.
5) Scholarship
By clicking this menu, you will find the list of scholarship programs you can follow.
6) Courses
This menu will bring you the courses you have followed. To access the courses, you will need to log into the CFA Institute account first. If you are not currently enrolled in any online courses, you can click on the ‘browse our list of online courses’ link to start.
7) PL Tracker
This menu allows you to see or record your PL credits. In order to view and record your PL, you should be a CFA Institute member first. You can just click on the ‘Become a Member’ link to be a member.
8) Membership
This menu will bring you the guide of managing your membership applications. There are two options membership you can follow: Regular Membership and Affiliate Membership.
9) Volunteer Opportunities
In the My Account section, you can also volunteer by checking the opportunities first. You can also update your volunteer profile to make your profile up-to-date.
10) Profile
Of course, on the Profile menu, you can see your personal information such as your name, your CFA Institute ID, your primary email, your password, your phone number, etc.
11) Preferences
Preferences menu shows you some CFA Institute program updates.
12) Payment History
This menu will bring you the history of your payment. If you cannot find your payment history, you can click on the ‘Contact Us’ link.
