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 Professional References

When you apply for membership, you will need to supply professional references who can speak to your role in the investment decision-making process.

 Reference Requirements

We require three professional references unless you have a reference from a regular member of the society to which you are applying. In that case, two professional references are required. We prefer references from your supervisor(s). You may not serve as a reference for your own application.

When selecting your references, please note that they are required to comment on your work experience and professional character. Select individuals who can describe and attest to your responsibilities in the investment decision-making process (as defined by our work experience guidelines). You will send instructions to your references as part of your application.