CFA Society Austria

A Member of the CFA Institute Global Network of Societies

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 Sponsor Requirements

CFA Institute member and supervisor. The supervisor requirement is waived if the applicant is the principal of the firm, a student, retired, self-employed, unemployed, or if providing a supervisor sponsor places the applicant in a difficult professional position.

Dues: $100 Regular and Affiliate, $20 Retired

 To Become a Regular Member

An individual must be a Regular Member of CFA Institute. Each applicant seeking to become a Regular Member of the Society shall be a Regular Member of CFA Institute and shall fulfill such other requirements as the Society may impose consistent with the requirements established by CFA Institute.

 To Become an Affiliate Member

To become an Affiliate Member of the Society, an individual shall fulfil one of the following requirements:

  • be in good standing within the financial community
  • be active (or retired) in the investment business
  • be enrolled in the CFA program

please fill out the registration form​​ and Karin Reschenhofer (for questions call +43 50 4004-7488).

 To Become a Retired Member

To qualify to become a "Retired" Member of the Society, each such individual shall

a) at the time of application for retired status, be a Member of the Society;
b) have been a member of CFA Institute for five years;
c) no longer be substantially engaged in the Investment Decision-Making Process for compensation;
d) agree to the following:
  to notify CFA Institute if retirement status changes
  to be listed as "Retired" in the CFA Institute Membership Directory; and
  to waive the right to be guaranteed a transfer of membership to another society.

 Admission of Regular and Affiliate Members

Every application for a regular membership shall be sponsored by the applicant's supervisor and two (2) Regular Members of the Society in good standing - one of which is from a different firm.

 Review of Applications for Membership

The Board shall have the right to review all applications for membership in the Society. In the event of disagreement concerning administration of Regular membership requirements, the Society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of Regular membership provisions.

 Membership in CFA Institute

Each Regular Member of the Society is also a regular member of CFA Institute.

 Maintaining Membership Status

To continue being a Regular Member, each such individual shall a) adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles & Bylaws, the Code & Standards, and other rules relating to professional conduct; b) annually file a Professional Conduct Statement, unless excused as a recognized "Retired" or "Affiliate" Member (see above); c) pay membership dues.

 Membership List and Member Records

The Secretary shall keep a list of and make available to CFA Institute the names and addresses of all Members of the society and such other records and information relating thereto as the Board shall determine. The Board shall preserve its records and the records of its committees, with respect to each applicant and Member, for such period as the Board may determine.