Before starting the registration process, it is essential to check if you meet the eligibility criteria set by CFA Institute. This task ensures that you have the necessary educational qualifications and work experience required to register for the CFA Level 1 exam. By verifying your eligibility, you prevent wasted time and effort if you do not meet the requirements. Have you completed a bachelor's degree or an equivalent qualification from an accredited institution? Do you have at least four years of professional work experience? Answer these questions to determine your eligibility.
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Bachelor's Degree
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Master's Degree
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Professional Qualification
4
Other
Create CFA Institute Account
To proceed with the CFA Level 1 registration, you need to create an account on the CFA Institute website. This task enables you to set up a personal account, which will facilitate access to various resources and information related to the CFA program. It also allows you to receive updates and notifications as a registered candidate. Have you created an account on the CFA Institute website?
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Yes
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No
Fill Out Candidate Profile
The candidate profile is a crucial step in the CFA Level 1 registration process. It requires you to provide personal details and information about your educational and professional background. Completing this task accurately and comprehensively ensures that your profile is up-to-date and ready for review by CFA Institute. Please fill out the necessary information in the candidate profile form.
Review Eligibility for CFA Level 1 Exam
After completing the candidate profile, CFA Institute reviews your eligibility for the CFA Level 1 exam. This task involves verifying the information provided in your profile against the requirements set by CFA Institute. It ensures that you meet the necessary criteria to register for the exam and proceed further in the registration process. Have you received confirmation of your eligibility from CFA Institute?
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Yes
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No
Approval: Eligibility Verification
Will be submitted for approval:
Check Eligibility Criteria
Will be submitted
Create CFA Institute Account
Will be submitted
Fill Out Candidate Profile
Will be submitted
Review Eligibility for CFA Level 1 Exam
Will be submitted
Choose CFA Level 1 Exam Date and Location
Selecting an appropriate exam date and location is essential to plan your CFA Level 1 exam preparation effectively. This task allows you to choose from the available options based on your preferences and convenience. It ensures that you can allocate sufficient time for studying and make necessary travel arrangements, if applicable. Please select the desired exam date and location from the provided options.
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June 2022
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December 2022
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June 2023
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December 2023
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Other
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North America
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Europe
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Asia
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Africa
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Australia
Check Available Scholarship Options
CFA Institute offers scholarships to eligible candidates to support their CFA Level 1 exam registration fees. This task allows you to explore the available scholarship options and determine if you meet the criteria for any of them. It provides an opportunity to alleviate the financial burden associated with the exam and encourages diverse participation. Have you checked the available scholarship options?
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Yes
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No
Fill Out CFA Level 1 Registration Form
Completing the registration form accurately and comprehensively is crucial for successful enrollment in the CFA Level 1 exam. This task ensures that you provide all the necessary information required by CFA Institute to process your registration. It helps streamline the registration process and minimizes the chances of errors or delays. Please fill out the CFA Level 1 registration form with the required information.
Pay Exam Registration Fees
Payment of the exam registration fees is a crucial step to complete the CFA Level 1 registration process. This task provides information on the available payment options and guides you on how to make the payment securely and conveniently. It ensures that your registration is considered valid only after successful payment. Please choose your preferred payment option and make the necessary payment to complete the registration process.
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Credit Card
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Debit Card
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Bank Transfer
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PayPal
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Other
Submit International Travel Passport Information
If you are an international candidate planning to take the CFA Level 1 exam in a country other than your passport country, this task requires you to submit your international travel passport information. It ensures that CFA Institute can verify your identity and cross-check the information with your registration details. Please provide the necessary passport information for international travel during the exam.
Review Submitted Information
Reviewing the information you have submitted during the registration process is crucial to ensure accuracy and completeness. This task allows you to verify all the details provided and make any necessary corrections or updates before finalizing the registration. It helps avoid mistakes or discrepancies that may impact your eligibility or exam administration. Please review all the information you have submitted in the registration process and confirm its accuracy.
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Confirmed and Accurate
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Requires Correction/Update
Approval: Registration Verification
Will be submitted for approval:
Choose CFA Level 1 Exam Date and Location
Will be submitted
Check Available Scholarship Options
Will be submitted
Fill Out CFA Level 1 Registration Form
Will be submitted
Pay Exam Registration Fees
Will be submitted
Submit International Travel Passport Information
Will be submitted
Review Submitted Information
Will be submitted
Receive Registration Confirmation Email
Once your registration is successfully processed by CFA Institute, you will receive a confirmation email. This task ensures that you are aware of the email notification and can check for its arrival in your inbox or spam folder. It confirms your enrollment in the CFA Level 1 exam and serves as a formal acknowledgment of your registration. Have you received the registration confirmation email from CFA Institute?
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Yes, Received
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No, Not Received
Prepare and Study for CFA Level 1 Examination
Preparing and studying for the CFA Level 1 examination is crucial to enhance your chances of success. This task emphasizes the importance of dedicating sufficient time and effort to cover the entire curriculum, practice sample questions, and participate in mock exams. It helps you formulate a study plan and establish a disciplined routine to maximize your learning outcomes. How do you plan to prepare and study for the CFA Level 1 examination?
Schedule Exam Testing Appointment
Scheduling your exam testing appointment is necessary to secure a seat at the designated test center. This task enables you to select a convenient date and time slot based on the availability provided by CFA Institute. It ensures that you can plan your exam day logistics in advance and be well-prepared for the examination. Please schedule your preferred exam testing appointment by selecting a suitable date and time slot.
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Morning
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Afternoon
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Evening
Review Exam Admission Ticket
The exam admission ticket contains essential details regarding your assigned test center, reporting time, and exam day guidelines. This task advises you to review your admission ticket once it becomes available on the CFA Institute website. It ensures that you are well-informed about the exam logistics and are prepared to follow the necessary instructions on the day of the examination. Have you reviewed your exam admission ticket on the CFA Institute website?
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Yes, Reviewed
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No, Not Yet Reviewed
Approval: Admission Ticket Verification
Will be submitted for approval:
Schedule Exam Testing Appointment
Will be submitted
Review Exam Admission Ticket
Will be submitted
Attend CFA Level 1 Examination
Attending the CFA Level 1 examination is the culmination of your efforts and preparation. This task emphasizes the significance of arriving at the designated test center on time, carrying the required identification, and adhering to the exam day protocols. It ensures that you can perform to the best of your abilities during the exam and follow the instructions provided by the exam proctors. Have you attended the CFA Level 1 examination on the scheduled date?
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Yes, Attended
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No, Absent
Receive Exam Scores
After the CFA Level 1 examination, you can expect to receive your exam scores within a specific timeframe. This task highlights the anticipation of receiving the exam results and the importance of closely monitoring your registered email address for the score notification. It enables you to stay informed and plan your next steps accordingly. Have you received the exam scores for CFA Level 1?
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Yes, Received
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No, Not Yet Received
Review Exam Results
Reviewing and analyzing your exam results is crucial for self-assessment and understanding your performance. This task highlights the importance of thoroughly evaluating your strengths and weaknesses to identify areas for improvement. It encourages you to review the provided score breakdown and seek guidance, if required, for further attempts or the next level of the CFA program. Have you thoroughly reviewed your CFA Level 1 exam results?