Experience: Charter: 4,000 hours of relevant investment work experience over at least 36 months, 2–3 references and CFA Institute membership
Renewal & maintenance
Valid for 1 year, $299/yr maintenance fee. Renew by cpe.
Keep CFA Institute regular membership (annual dues ~USD 299), sign the annual Professional Conduct Statement and meet CFA Institute professional learning requirements
Recognition
Final level; with 4,000 hours of experience leads to the CFA charter