Application Steps

 

What Happens When We Receive Your Application?

 

• Upon receipt of your application, we send you an e-mail to forward to each of your two sponsors. The e-mail contains a link to the online form the sponsors must complete as part of your application

 

• We receive the information your sponsors submit in the online form, and we make a member type recommendation based on your sponsor forms and work history details

 

• Your complete application is then submitted to the local society you selected for their review and approval. This process may take up to eight weeks

 

• Once CFA Institute and the society approve your application, you will be notified

 

• You may then activate your membership at any time by following the instructions in your e-mail notification. To activate you will need to pay your dues and file your Professional Conduct Statement