CSUSB Alert: Power has been restored to the San Bernardino campus; normal operations will resume Friday, July 26th.

Power to the San Bernardino campus has been restored as of 9:55 a.m. Normal campus operations will resume Friday, July 26th. Essential staff with questions on whether to report should contact their appropriate administrator. Facilities Management will be working to check all building systems including HVAC, elevators and fire alarms. If power has not been restored in your work area when you return, please report that to Facilities Planning and Management at (909) 537-5175. The Palm Desert Campus remains open and operational.

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Resource and Contact

Resource:  Professional information

CFA and Exam Registration

CFA requires passing 3 levels examinations, having work experience, and submitting reference letters (2 to 3). CFA level I exam is now administered four times a year. Department encourages suggests students to take CFA level I exam in August or November immediately after degree completion, depending your readiness.

How to be a CFA Charterholder 

Steps to be CFA holder: 

  • Pass three CFA examinations.
  • Achieve qualified work experience.
  • 2-3 Professional reference.
  • Apply to become a Charterholder.

How to enroll?

There are three enrollment requirements.  You can select one out of the following three for enrollment: 

  • Bachelor's Degree 
    Complete a bachelor's program or equivalent program and have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university.
     
  • Final-Year Student
    Be a final-year student of a bachelor's program or equivalent program on the date of enrolling for the Level I exam and becoming a candidate in CFA Program. Understand that you must complete your degree program prior to the date of registering for Level II.
     
  • Professional Work Experience 
    Have a combination of four years (or 48 months) of full-time work experience and/or college/university education on the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping. Candidates are required to have a total of four years sequentially. Understand that part-time work does not qualify toward meeting the professional work experience requirement.

If you select to enroll in CFA Program through the Bachelor’s Degree or Final-Year Student requirement, then no work experience is required to sit for the exam. However, if you elect to enroll via the Professional Work Experience requirement, then a combination of four years (or 48 months) of work experience and/or college/university education is required by the date of registration. Please note that you must have four years of investment related work experience to apply to become a regular member of CFA Institute and earn your CFA charter.

For registration and additional information

Contact

MSF Director: Dr. Taewon Yang, taewon@csusb.edu, JB 459, 909-537-5704

MSF Administrative Support at Department: Amanda Yates-Gonzales, ayates@csusb.edu, JB 459, 909-537-5704

MSF Administrative Support at CEGE (Program Specialist): Jolene Redvale, CGI 301, Jolene.redvale@csusb.edu, 909-537-5983