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|Membership Application Process|
Membership Application Process
Regular & Affiliate Members
Your application is submitted to CFA Institute for approval. Once CFASF receives your application approval from CFA Institute, it is submitted to the CFASF Membership Committee and then to the Board of Directors to be formally approved at the next monthly board meeting.
Industry & Student Members
Once submitted, your application and signed sponsorship forms are reviewed by or Membership Manager and formally approved by the CFASF Board of Directors at their next monthly board meeting.
Please note: the approval process for applications may take between 30 and 90 days
Finding a Sponsor
It is the responsibility of the applicant to obtain two sponsors. Applicants are required to obtain signed sponsor forms from one Regular CFASF member and current supervisor. If you are unable to provide a supervisor as a sponsor then you may replace this requirement with a second CFASF Regular member. The sponsor form is obtained from CFA Institute via email once your application has been submitted. Industry and student applicants receive sponsor forms with their application packet.