The Aptitude Test for the Investment Advisor License 2026

The Examination Committee for Investment Advisors (KEDI) at the Office of the Polish Financial Supervision Authority (KNF) has announced the date for the upcoming aptitude test for CFA charterholders and holders of other recognized international qualifications. This remains the shortest path to obtaining the Polish Investment Advisor license.

Plan your preparation and complete the formalities on time. The next aptitude test will take place on:

• Date: March 29, 2026 (Sunday)
• Location and Time: Detailed information regarding the venue in Warsaw and the start time will be provided by the Office of the KNF (UKNF) in mid-March 2026.

Key deadlines and formalities

In accordance with KNF requirements, to register for the test, candidates must submit a correctly completed application form along with proof of payment at least 14 days before the test date.

This means that the final deadline for submitting documentation to the KNF is: March 13, 2026 (Friday).

Please be reminded that an integral part of the documentation for CFA Society Poland members is a certificate confirming the right to use the CFA designation in accordance with CFA Institute guidelines. The issuance process (which requires the qualified signatures of two Board members) takes approximately 2 weeks. We recommend submitting your request for this certificate no later than the second half of February to ensure a safe time margin.

How to Prepare?

The aptitude test verifies knowledge of Polish capital market law, commercial law, and civil law within the context of investment advisory services. To assist our members in their studies, we provide the following verified resources:

Complete Guide: A detailed breakdown of requirements, thematic scope, and the procedure for obtaining the certificate can be found in our article: Aptitude Test – Step-by-Step Guide (available in Polish).

Online Test Database: Test your knowledge and familiarize yourself with the exam format using our dedicated training platform: Investment Advisor Online Tests (available in Polish).

Obtaining the Polish Investment Advisor license as a CFA charterholder is a powerful validation of expertise in the local capital market. We encourage you to begin your preparation process today.