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 Overview

CFA Society St. Louis has three classes of members: Charterholder, Regular, and Affiliate. Regular members and CFA Charterholders are eligible to vote as well as hold officer positions. An individual must first become a Regular member of CFA Institute to qualify for these membership classes. Please note that you may apply for Affiliate status to CFA Institute and CFA Society St. Louis if you are a Candidate and/or you do NOT intend to become a CFA Charterholder. You do not have to enroll in the CFA program or be a CFA Charterholder to become a member of CFA Society St. Louis or CFA Institute.

 

 

Membership Type

Requirements

Charterholder

Regular

Affiliate

 

 

 

 

Provide two sponsors, one of whom is a member of CFA Society St. Louis:  1) One Regular Member of CFA Institute; 2) Supervisor Sponsor1

X

X

X

Hold a bachelor's degree from an accredited institution OR have equivalent education or work experience 2

X

X

 

Pass Level I of the CFA exam OR pass the Self-Administered Standards of Practice (Ethics) Examination 3

 

X

X

Pass Levels I, II, and III of the CFA Exam

X

 

 

Have 48 months of acceptable professional work experience in the investment decision-making process 2

X

X

 

Currently engaged as investment professional and attained at least 12 months of acceptable work experience 2

 

 

X

Sign and submit the Member's Agreement and Professional Conduct Statement

X

X

X

Adhere to the Code of Ethics and Standards of Professional Conduct Statement

X

X

X

Complete any additional documentation as requested by CFA Institute

X

X

X

Pay $100 annual membership dues for CFA Society St. Louis in addition to CFA Institute dues.

X

X

X

 

Foototnotes:

  1. Sponsor requirements are 1 Regular member of CFA Institute and supervisor, at least one of whom must be a member of CFA Society St. Louis.
  2. For a detailed description and definition of work requirements, please visit the CFA Institute website at www.cfainstitute.org.
  3. The Self-Administered Ethics Exam consists of 25 multiple-choice questions based on information contained in the 9th Edition of the Standards of Practice Handbook. It is part of the membership activation process.

      

Additional information on CFA Institute membership can be found at: 

http://www.cfainstitute.org/about/membership/process/Pages/index.aspx

 Become a Member of CFA Institute

To earn the CFA charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

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