Become a Charterholder

Become a Charterholder

Earning the CI charter demonstrates you have the knowledge, skills, and experience needed for investment banking and private equity in today's dynamic global markets.

Become a CI Charterholder

The CI curriculum is incorporated into business school programs around the world. The CI charter is often listed by hiring firms as a prerequisite for employment.

How to Become a Charterholder

Agree to follow the CI Institute Code of Ethics and Standards of Professional Conduct.

Pass the CI Program exams for Levels I, II, and III.

Have four years of qualified work experience in investment decision making.

Become a regular member of CI Institute and apply for membership in a CI member society.

Fact Sheet
How Long Does it Take?

Successful candidates take an average of four years to earn their CI charter.

Work Experience Guidelines

At least four years (48 months) of experience in:

Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments (e.g., publicly traded and privately placed stocks, bonds, and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these are held as part of a diversified, securities-oriented investment portfolio).

Supervising, directly or indirectly, persons who practice these activities.

Teaching such activities.

Course of Study