To Prepare and Submit a Local-Only or Student Application to the CFA Society of Minnesota
(non-CFA Institute members only)
Click here for CFA Minnesota membership application instructions and application documents (PDF format).
- If you have not yet passed Level 1 of the CFA exam, one of the requirements for Local-Only membership is that you take and pass this Ethics Exam. It is CFA Institute's Standards of Practice Handbook and Self Test. After downloading and reading the Handbook, click the "Voluntary Self-Test" link to take the public version of the Ethics Exam. Note: CFA Institute members take the Ethics Exam as part of the CFA Institute process; this link is for non-CFA Institute members.
If you have additional questions regarding membership with the CFA Society of Minnesota, please contact the Society office at 612-317-2887 or email the Membership Committee. Please allow 6 to 8 weeks for processing of membership applications.
To Check Status of Application
- To check the status of your CFA Institute application, please visit your MyCFA account online.
Note: You will need your CFA Institute number and password to access your MyCFA account.
- To check the status of you Local-Only application, please contact the Membership Committee.
To Join the Local Society When Already a Member of CFA Institute
Access your MyCFA account. Select "Manage Account" at the top right of the screen in the gray bar. Scroll down to the Membership Section and click on "Apply for Society Membership". This will open your Account Home where you will see your CFA Institute ID number in the top right corner. Select "Apply for Membership". You will be prompted to answer some questions and fill out your Professional Profile. Once you have passed the Introduction page, select your Country and your State and press "Go". The CFA Society of Minnesota will come up; click on "Apply" at the far right. The application will be submitted and will take up to six weeks to be approved. Once approved you will be notified and directed to log on to your MyCFA account to make your dues payment and ACTIVATE your membership. These steps are subject to change if CFA Institute makes changes to their system.
To Renew Both Your CFA Institute and Your Local Society Memberships
Access your MyCFA account. Select "Manage My Memberships" located in the middle of your screen. On the following screen select "Renew your Membership". You will be prompted to fill out your Professional Profile and complete your Professional Conduct Statement. Next click "Continue" which will take you to your shopping cart. When you get to your shopping cart you can select to pay with a credit card or to print an invoice. Your membership is not renewed until payment has been received. These steps are subject to change if CFA Institute makes changes to their system.
To Renew your Local-Only Membership
(non-CFA Institute members only)
- Complete and sign this FORM (PDF version here) and return to the CFA Society of Minnesota via email, fax, or mail to the address on the form.
- Mail, or drop off in person, a check for the annual Dues, made payable to CFA Society of Minnesota. Our address is:
CFA Society of Minnesota
1300 Rand Tower
527 Marquette Avenue
Minneapolis, MN 55402