满足以下条件之一,即可1. 大学本科以上学历2. 如果是在校学生,则在本科正在读最后一年也可(大四)。 3. 如果没有本科学历,有4年相关工作经验也可以,相关经验需要CFA协会认可4. 如果是大学本科在校生, 又没有到最后一年(大四),则需要相关工作经验加本科学习时间共有4年以上。 相关经验需要CFA协会的认可。 注1: 所有兼职和实习都不算他们的工作经验注2: 考试时必须有护照,2011年开始身份证不管用了以下是英文的官方解释,供参考: Meet the entrance requirements: Have a bachelor's (or equivalent) degree- or be in the final year of your bachelor's degree program at the time of registration- or have four years of qualified, professional work experience- or have a combination of work and college experience that totals at least four years (Note: Summer, part-time, and internship positions do not qualify) - If you initially enroll/register as a final year undergraduate student with a degree in progress, you may not register for the Level II exam until you have earned your degree, or obtained work experience that meets the program’s entrance requirements. At the time your degree is awarded, you may update your account education information to certify that your degree has been received. Understand the professional conduct requirements (you will be asked to sign the Professional Conduct Statement and Candidate Responsibility Statement) Be prepared to take the exams in English Effective 1 January 2011: Have a valid international travel passport (required for enrollment and exam registration). Read the ID policy.