How do I know if the work experience I have accrued meets the requirements to upgrade to regular membership?
If you believe you may have the necessary work experience for an upgrade to regular membership, you may complete the upgrade form (PDF). Or, if you are simply updating work experience CFA Institute already has on file, you may e-mail us with your updated information. If you are eligible for an upgrade, your request will be submitted to your preferred society for approval. If you do not qualify for an upgrade you will be notified in writing.
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