CFA Registration Inquiry

Hello everyone,

As the title suggests I have inquiry regarding the CFA Level 1 exam registration process and specifics around the “requirements” for enrolling for it.

To give you some background information, I’m doing BA HONS in the UK (Scotland) and my course is composed of Bachelor’s Degree (3 years) + Honours year = total of 4 years. I’m currently in my last semester of the Bachelor’s Degree and I still have one more year.

Furthermore, I would like to enrol for the CFA Level 1 Exam this summer (2018). The problem is that the CFA Institute requirements for enrolling into the Level 1 are: “Undergraduate education: A bachelor's (or equivalent) degree or be in the final year of your bachelor's degree program". I’ve contacted my university and they told me that I’m not classified as “final year student”. I’ve also addressed the question to the CFA Institute and they’ve told me: “The degree requirement is self-reporting. Students applying for entrance to the CFA Program must be able to confirm at the time of registration that they are in their final undergraduate year of a bachelor's or equivalent degree program. “Taking a further step forward, I tried to register and the “self-reporting” consisted only a tick in a box…

I’ve read a couple of previous posts on WSO on this topic in which was said that people in my situation have managed to enrol for the exam but I’m still concerned.

Also, as far as I’ve read, the CFA Institute itself, is stricter about giving the CFA Charter (prove of relevant work experience required) than the registration process for Level 1. Am I right?

Tell me your opinion on whether I’d be able to register and sit the exam.

Any help will be much appreciated!

5 Comments
 

Thank you for your reply!

I’m sweating because I’m not classified as “final year student” and CFA requires that. I just want to know how strict the CFA is to the entry requirements and will they check if I’m classified as “final year student”.

 

Thank you for your reply!

So, this implies that I should go and register for the exam and CFA wouldn’t require any transcript or proof that I’m in my “final year”?

 

In voluptatem quod dolorem ut. Eum minima minus illum voluptas. Qui aut tempore dolorum quis cupiditate officiis.

Molestiae modi molestiae sint facilis in. Corporis voluptatem dolorum in saepe consequatur recusandae quas.

-

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”