I have done my graduation, so can I go through challenge status path for the certified financial planner...?
Hello,
Only candidates who are Graduates from a Recognized University and having the following additional Educational qualifications or equivalent are considered eligible under the Challenge Status Program:
1) CA from ICAI
2) CFA from CFA Institute, USA
3) Cost Accountant ICWA from ICWAI
4) Certified Associate of Indian Institute of Bankers (CAIIB)
5) PhD./ M.Phil/ Post Graduate in economics, commerce, mathematics, finance, statistics and similar subjects
6) LLB
7) Licentiate of Life Insurance from Insurance Institute of India
8) Actuary from Institute of Actuaries of India
9) Civil Service Examination from UPSC
Person should have minimum 3 years of job experience in Financial advisory and consultancy field
Person who is self employed or have job in non financial sector or other than financial advisor domain should have 5 years of experience.
If he/she fulfill above criteria, he/she can appear for CFA Challenge status program.
Thank you!





