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Sequential Steps

  1. The CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement in order to obtain the CFA charter.
  2. Qualified Work Experience
    Complete 48 months of work experience before, during, or after participation in the CFA Program. Your experience must be directly involved with investment decisions.
  3. Submit Reference Letters
    Provide references of your abilities, professional character, and explain why you should be considered for a CFA Institute membership. References from supervisors or current CFA Institute members carry more weight.
  4. Obtain the CFA® Charter
    Apply to become a CFA member by submitting payment and pre-requisites for review. Once your application is approved you will become a chartered CFA member.
  5. Pass the CFA Program Exams
    The CFA Program contains three levels of curriculum each with its own exam. Passing the exam for all three levels is a requirement in order to obtain the charter.
  6. Achieve Qualified Work Experience
    Apply to become a member by submitting payment and prerequisites for review. Once your application is approved, you will become a chartered CFA Insitute member.

HTML

<ol class="sequential-steps full-width">
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span><a href="#">Pass CFA<sup>®</sup> Program Exams</a></span></div>
        <div class="step-description before-background"><span>The CFA Program contains three levels of curriculum, each with its own exam. Passing the exam for all three levels is a requirement in order to obtain the CFA charter.</span></div>
    </li>
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span>Qualified Work Experience</span></div>
        <div class="step-description before-background"><span>Complete 48 months of work experience before, during, or after participation in the CFA Program. Your experience must be directly involved with investment decisions.</span></div>
    </li>
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span>Submit Reference Letters</span></div>
        <div class="step-description before-background"><span>Provide references of your abilities, professional character, and explain why you should be considered for a CFA Institute membership. References from supervisors or current CFA Institute members carry more weight.</span></div>
    </li>
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span>Obtain the CFA<sup>®</sup> Charter</span></div>
        <div class="step-description before-background"><span>Apply to become a CFA member by submitting payment and pre-requisites for review. Once your application is approved you will become a chartered CFA member.</span></div>
    </li>
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span>Pass the CFA Program Exams</span></div>
        <div class="step-description before-background"><span>The CFA Program contains three levels of curriculum each with its own exam. Passing the exam for all three levels is a requirement in order to obtain the charter.</span></div>
    </li>
    <li class="step color-changer-init before-color">
        <div class="step-title before-background after-color"><span>Achieve Qualified Work Experience</span></div>
        <div class="step-description before-background"><span>Apply to become a member by submitting payment and prerequisites for review. Once your application is approved, you will become a chartered CFA Insitute member.</span></div>
    </li>              
</ol>
            

Problem Being Solved

Content needs to be grouped and displayed in a way that shows a series of steps or a progression.

When to Use

It can be used when the user needs to understand there are several steps in a process. A short description of each step can be displayed. A more detailed description can be linked to.

When Not to Use

It should not be used to display non-sequential content or long text.

Formatting

  • If instead of regular numbers you would like to use upper/lower roman numerals or regular letters, please add one of the following classes the ordered or unordered list:
    • class="...upper-roman ..."
    • class="...lower-roman ..."
    • class="...upper-latin ..."
    • class="...lower-latin ..."