Documents Required for CFA Registration

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For those who are considering filling the CFA Level 1 registration form, you may be wondering about the documents that are required for CFA registration. So, what are the documents that are required for CFA registration? Find out the answer that you are looking for below.

According to Embibe, there are a total of five documents required to be uploaded along with the registration form of CFA Level 1, as follows:

  • Scanned copy of your international travel passport
  • Scanned copy of your graduation mark sheet
  • Scanned copy of your graduation degree
  • Scanned copy of your sign
  • Scanned copy of your passport size photo

As a candidate who is going to apply for the registration of CFA Level 1 exam, you are suggested to keep ready the required documents as per the prescribed size and formats.

Keep in mind that these documents are important when registering for the CFA Level 1 exam. In order to fill the registration form for the CFA Level 1 exam, as a candidate, it will be needed for you to provide the important details of yourself, such as educational details, personal details, professional details, and so on. After filling these important details, it is time for you to upload all the documents that have been mentioned above on the official website. Then, submit the requisite fees for the registration. Apparently, the registration fee varies, depending on the deadlines of registration. It is a must for every candidate like you to submit the one time enrollment fee of $459 while registering for the CFA course. If you register within the early registration deadline, you will have to pay $700. However, if you fill the application form after the early registration deadline but before the last date, you will have to pay a standard registration fee of $1000. Check out the details below:

  • On Time Enrollment Fee: $450
  • Early Registration Fee: $700
  • Standard Registration Fee: $1000
  • Late Registration Fee: $1450

Aside from the documents that are required for CFA registration, you should also know the details required to fill the CFA Level 1 registration form. These details include:

  • Date of Birth of the applicant
  • Gender of the applicant
  • Marks obtained by the applicant in graduation exam
  • Exam centre preferred location
  • Mobile Number of the applicant
  • Name of the applicant
  • Scanned mark sheet of graduation final year
  • Email Address of the applicant
  • Name of the applicant’s parents
  • Address of the applicant
  • Nationality
  • Employer location or profession
  • International travel passport details of the applicant

In addition, you have to also know the eligibility criteria to apply for the registration of CFA Level 1 exam. Then, what is the eligibility criteria to apply for the registration of CFA Level 1 exam? Here are the minimum eligibility requirements to fill the CFA Level 1 registration form:

  1. Educational eligibility criteria: To be able to fulfill the minimum education eligibility criteria of CFA Level 1 exam, you should fulfill one of the following conditions:
  • You should have completed graduation from a recognized university
  • You should have a professional working experience of four years
  • You should have the combination of both professional work experience and bachelor degree for at least four years
  1. Professional course eligibility criteria: It is a must for you to have the Professional Conduct Statement form in order to confirm that you fulfill all the compliance requirements.
  2. Domicile of exam conducting country: It is a must for you to be living in a country in which the CFA Level 1 exam will be held. It is a must for the county to have the exam centre of CFA exam as per eligibility criteria. Remember that North Korea, the Crimea region or Ukraine, Cuba are the countries whose citizens cannot apply for the CFA Level 1 exam registration.
  3. Documents eligibility requirements: It is a must for you to have the international travel passport to apply for the exam of CFA Level 1.

Now that you already know the documents that are required for CFA registration and some other information, you can check out the steps to register for CFA below:

  1. The first thing that you have to do is to visit the official website of CFA Institute. For those who have no idea, it is cfainstitute.org.
  2. When on the site, enroll in the registration of CFA Level 1 exam with a valid email address and password.
  3. After enrolling, choose the CFA exam Level 1 and click on save and continue.
  4. Then, fill the registration form with the necessary details.
  5. After that, choose the location that you want. Here are the locations for February 2023 administration:
  • Country or Region: India
    City: Kochi, Kerala
  • Country or Region: India
    City: Bhubaneshwar, Odisha
  • Country or Region: India
    City: Guwahati, Assam
  • Country or Region: India
    City: Chandigarh
  • Country or Region: Rwanda
    City: Kigali
  • Country or Region: Tanzania
    City: Dar Es Salaam
  • Country or Region: Uganda
    City: Kampala

As for the May 2023 administration, the locations include:

  • Country or Region: Australia
    City: Adelaide
  • Country or Region: China
    City: Foshan
  • Country or Region: China
    City: Hefei
  • Country or Region: China
    City: Ningbo
  • Country or Region: China
    City: Suzhou
  • Country or Region: China
    City: Nanchang
  • Country or Region: China
    City: Fuzhou
  • Country or Region: New Zealand
    City: Christchurch
  • Country or Region: France
    City: Bordeaux
  • Country or Region: France
    City: Nantes
  • Country or Region: Germany
    City: Dusseldorf
  • Country or Region: Poland
    City: Wroclaw
  1. The next thing that you have to do is to enter your password details for the verification purpose. These include date of birth, password number, and so on.
  2. Afterward, choose the eligibility criteria for CFA Level 1 exam from the given options.
  3. The next thing that should be chosen is your employer location or profession or education level.
  4. Then, click on the statement of understanding. Make sure to do that after reading the policies.
  5. The tenth step is to choose the format of CFA Level 1 study material, the one that you want to get.
  6. After doing that, it is time for you to submit the fees of the CFA Level 1 exam. Feel free to do it through credit card, wire transfer, ACH, cheque, postal order or money order.
  7. When everything is done, you can take out the print of CFA Level 1 registration form and save the copy.

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