Ready to advance your career and become a Chartered Financial Analyst charterholder? Here’s how to save on your course fees with your YouTrip multi-currency card, plus important details and upcoming 2022 exam dates to take note of.
Those who know know, but for those who don’t — Chartered Financial Analyst charterholders are often highly sought after in the global finance world and mostly hold roles in senior and executive positions in investment management, risk management, and asset management related industries. If you’re planning to begin your CFA program journey towards becoming a charterholder, read on for the steps!
1. Enrolment Requirements
Step Zero: Enrollment Requirements To Become A CFA Candidate
You will have to register for the Level I exam, have an international passport, be ready to take exams in English, have completed the Professional Conduct Statement form, live in a participating country, as well as meet one of the following qualifications:
(1) have a bachelor’s degree (2) be an undergraduate student (3) or have a combination of 4,000 hours of work experience
Step One: Pass The Exams
The CFA Program consists of three levels of the curriculum, each with its own exam. You must pass all three levels in order to become a CFA charterholder.
Step Two: Get Work Experience
You can choose to get work experience before, during, or after participation in CFA Program — the work must be directly involved with the investment decision-making process, or producing a work product that informs or adds value to that process.
Step Three: Provide References
Submit two to three professional references — these references will have to comment on your work experience and professional character.
Step Four: Get Approved
You are to first apply to become a regular member of the CFA Institute — once your application is approved, you will have earned the CFA charter!
2. 2022 Exam and Registration Schedule
| Cohort Month | Early Registration Deadline | Standard Registration Period | Scheduling Window | Rescheduling Deadline | Exam Dates | |
|---|---|---|---|---|---|---|
| Level 1 | August | – | Now till 4 May 2022 | 26 October 2021 to 25 May 2022 | 23 July 2022 | 23 – 29 August 2022 |
| November | 4 May 2022 | 4 May to 10 August 2022 | 1 February 2022 to 17 August 2022 | 15 October 2022 | 15 – 21 November 2022 | |
| Level 2 | August | – | Now till 4 May 2022 | 26 October 2021 to 25 May 2022 | 30 July 2022 | 30 August – 3 September 2022 |
| November | 4 May 2022 | 4 May to 10 August 2022 | 1 February 2022 to 17 August 2022 | 22 October 2022 | 22 – 26 November 2022 | |
| Level 3 | August | – | Now till 4 May 2022 | 1 December 2021 to 25 May 2022 | 30 July 2022 | 30 August – 6 September 2022 |
| November | – | – | – | – | – |
3. CFA Program Costs & Savings hacks
| Costs in USD | Costs in SGD (Bank Credit Card) | Costs in SGD (YouTrip) | |
One-time Enrollment Fee For Level 1 Exam. This fee will not be applied to any subsequent exam | US$450 | ~S$626.70 | ~S$606.90 |
| Rescheduling Fee | US$250 | ~S$348.20 | ~S$337.20 |
| Standard Registration Fee For August 2022 (Level 1, Level 2 and Level 3 exams) | US$1,000 | ~S$1,392.70 | ~S$1,348.80 |
| Early Registration Fee For November 2022 (Level 1 and Level 2 exams) | US$700 | ~S$974.90 | ~S$944.10 |
Paying with YouTrip ensures that you don’t have to pay any of the hefty bank or transaction fees — plus competitive exchange rates are always guaranteed. Simply lock it in when you spot a rate you’re happy with and use it to pay for your CFA Program fees at a better price!
Just take note that all the above CFA Program costs are net of any local GST or sales tax payable. Thus, if there are any additional fees payable, the CFA® Institute will add that in during check out.
In case you didn’t know, YouTrip is completely free! There are no minimum income requirements, account fall-below fees or annual card membership fees. All you’ll need to do is to download YouTrip to register, wait to get verified and you’ll receive your spanking new YouTrip card in the mail within the next two to three weeks!
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*All currency conversion rates are accurate to the nearest 10 cents on 16 Feb 2022 SGT 1.30 PM. Bank card prices are calculated based on 3.25% foreign currency transaction fee.
