(1) Hold a bachelor's degree from an accredited institution in the USA;
(2) Have 48 months of acceptable professional work experience in the investment decision-making process, deemed acceptable by the CFA Institute;
(3) Complete all three levels of the CFA Program (The CFA designation is a qualification for finance and investment professionals, particularly in the fields of investment management, investment banking and financial analysis of stocks, bonds and their derivative assets. CFA charterholders are obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct).