Getting Started Tips

Before you begin completing the CFA, please note the following important tips and instructions:

  • If answers to questions are lengthy, you should consider typing your answers into a word processor and pasting the answers into the application. This ensures you will always have a copy of your answers. (Note: By design, most of the formatting you create with your word processor will be lost when you save the application.)
  • As you complete the application questionnaire, your answers will be automatically saved whenever you tab to the next question or click outside the answer box in which you are working.  Clicking the "save" button at the bottom will also save all your responses.
  • If you are completing more than one application simultaneously, each application must be completed in a separate instance of your internet browser. You cannot have multiple applications open in different tabs in the same browser window.
  • Your application is not complete until you see the following screen:
    CFA Submission Confirmation Screen

    You will also receive a confirmation email message that you should retain for your records.


Technical and Program Contacts

Technical Requirements

Use of the CFA website requires the following:
  • JavaScript
    You need to have JavaScript enabled in your browser. JavaScript allows the site to provide a more advanced, interactive experience.
  • A modern, standards-compliant browser
    Some functionality may not work in older browsers, such as Internet Explorer 10 (IE10) or earlier. Please use the latest version of Chrome, Firefox, or Edge.
  • Ability to create PDF and ZIP documents
    PDFs are static documents that can be created using various software. Information is available on how to create PDFs from other documents. PDF, JPG (photo) and ZIP (compressed) files are the only formats accepted by this system. Information is also available on how to create ZIP files.
  • Ability to select and upload files
    You may not be able to upload documents using certain operating systems including iOS (iPhone, iPad), Android (before v2.2), and other mobile operating systems.

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Create a PDF from a Word Document

If you are using Microsoft Word 2007 on a Windows machine

  1. Click the circular Microsoft Office Button, point to the arrow next to Save As, and then click PDF or XPS.
  2. In the File Name list, type or select a name for the document.
  3. In the Save as type list, click PDF.
  4. Click Minimum size (publishing online).
  5. Click Publish.

If you are using Microsoft Word 2010 on a Windows machine

  1. Click the File tab.
  2. Click Save As.
  3. In the File Name box, enter a name for the file, if you haven't already.
  4. In the Save as type list, click PDF (*.pdf).
  5. Click Minimum size (publishing online).
  6. Click Save.

Create a PDF from any other program

DoPDF on a Windows machine

DoPDF is a free PDF converter that allows you to create a PDF from any application on your computer from which you can print. Once you install DoPDF, you simply print your document and select the DoPDF printer from your list of printers.

DoPDF can be downloaded from Please download and follow the install instructions.

Once DoPDF is installed, from any application on your computer you can create a PDF:

  1. Click the File tab.
  2. Click Print.
  3. In the Printer Name box, select doPDF as the printer, click OK.
  4. In the File Name box, click Browse then enter a file name in the file and box and click Save.
  5. Select the Small file checkbox.
  6. Click OK, to save the file as a PDF.

Note that a PDF Viewer such as Adobe Reader is required to view a PDF. If you do not have Adobe Reader you may download it from


Resources (2018)

Resources (2017)

Resources (2016)

Resources (2015)

Resources (2104)

Resources (2013)

Resources (2012)

Program Questions (2012)

Click the following program links to open/download the questions as PDF.