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​​​​​​​​​Membership Application Links - Welcome!

Local-Only or Student Membership
For CFA Candidates, University Students, and other professionals who do not intend to also join CFA Institute. New in 2019-2020: $0 membership for students that complete the membership process and receive board approval. 

Step 1: Complete the Paper Application 

Local-Only/Student Application documents (fillable)​​

You may wish to send your professional reference only the reference form, so we've included this document separately below:

Membership ​Reference form (fillable)​ (one reference must be a current member of CFA Society Minnesota) E-mail if you need help finding a reference.

​Step 2: Complete the Self Test for the Standards of Practice Handbook

If you have not yet passed Level 1 of the CFA exam, one of the requirements for Local Society membership is that you take and pass the Self-Test for the Standards of Practice Handbook​. If you do not already have a CFA Institute ID number, you may enter any number you choose in this login screen. Please note the link does take some time to load. You may take the exam multiple times. Upon completion of the self-test, the website shows your passing results. You must print this screen (or save it as a jpg or pdf) and include it with your membership application. Despite what is indicated, CFA Minnesota does not receive your passing score from the CFA Institute computer system. ​

Step 3: Use the Application Checklist  to make sure you haven't missed any steps, then submit your paperwork
Want assistance?
You can make an appointment to go through the paperwork, either by meeting with a society staff person in person or over the phone.

  • Membership Application Form              
  • Professional Conduct Statement                                         
  • Copy of Resume                                  
  • *2 Reference Forms (one reference must be a current member of CFA Society Minnesota) E-mail if you need help finding a reference.
  • Proof of Passing Level I or Self-Test for the Standards of Practice Handbook         
  • Dues check made payable to CFA Society Minnesota, or credit card payment (see below)

*Students only need 1 Reference Form, which can be filled out by a professor


Step 4:
Your application will be processed within 1 week​ after it arrives in our office, and we'll contact you on the next steps.

Other Membership Scenarios:

Adding a Local Society Membership to your CFA Institute Membership 
If you are a Charterholder who has just moved to our region, or a Charterholder who previously did not hold local society membership and now wants to, you can add the Minnesota society to your membership through CFA Institute in one of three ways:

Once your added membership is approved, you will be notified and directed to "activate" your local society membership by paying the current season's dues through the CFA Institute's online system.

Renewing Shared Memberships: CFA Institute + CFA Minnesota
Membership lapses each year on June 30th. All members who have dual membership in CFA Institute and a local society renew by making one payment through CFA Institute each summer. Email reminders go out between May and August, and paper invoices are sent at the end of August. Renewal can be done by logging into your CFA Institute account or by calling 800.247.8132.

Renewing Local-Only or Student Membership
E-mail for Local-Only or Student membership renewal instructions.

Checking Application Status

  • To check the status of your Local-Only Society application, please contact our office. 
  • To check the status of your CFA Institute application​, please call CFA Institute at 800.247.8132.

If you have additional questions regarding membership with CFA Society Minnesota, please contact the Society office at 612-930-4000 or email

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