Frequently Asked Questions

Q: How can I contact CFA Society East Tennessee?

A: Please click here to contact us.

Q: What if I want to speak at or sponsor a CFA Society East Tennessee event?

A: Please contact our Society Manager at [email protected]

Q: How many guests typically attend the CFA Society East Tennessee in-person lunches?

A: The lunches typically have attendance of 30 to 50 people.

Q: How do I sign up for an event?

A: Please click here to find the event that you are interested in attending. Click on the event link, on the information page you will find the sign up for the event. Registration and payment (if applicable) are required to attend an event.

Q: Is there a cancellation policy?

A: Yes, there is a cancellation policy. The policy is a cancellation must be made 72 hours in advance, or there will be no refund given.

Q: Is there a no-show policy?

A: Yes, there is a no-show policy. "No show" registrants are defined as a single ticket registrant that does not check-in during the first hour of the event or by the start of the first presentation (whichever occurs first). No show registrants will be charged the full amount.

Q: Are professional learning credits through the CFA Institute available?

A: CFA Society East Tennessee will determine what events and programs are eligible for professional learning (PL) credits under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, PL credit (s) for your participation in events and programs will be automatically recorded in your PL tracking tool. Most events and program are eligible for two (2) PL Credits.

Q: How do I join CFA Society East Tennessee?

A: Please visit the following page: Membership > Join or Renew

Q: Do I have to have my CFA designation to join?

A: No. CFA candidates who have passed Level I of the CFA exam and have one year of applicable professional experience may be eligible for Affiliate membership. Complete details about each membership category are available at the following page: Membership > Member Requirements. You can upgrade from one membership category to another once you meet the necessary qualifications.

Q: Do I have to join CFA Institute first?

A: The memberships generally occur simultaneously, as the same application is used for both organizations. You cannot join the Society as an Regular or Affiliate member without also joining CFA Institute. However, local memberships do not require joining CFA Institute.

Q: Will my employer cover my membership fees?

A: Possibly, you should check to see if your employer covers these dues.

Q: How do I change my contact information with the Society?

A: Please contact the CFA Institute directly to update your contact information on your profile page at

Q: I haven’t received any communications from the Society. Whom do I contact to verify that my current contact information is on file?

A: Please contact the Society Manager at [email protected]

Q: I am a member of another CFA Institute society and have just relocated to the area. How do I transfer my affiliation?

A: You will need to complete a status change form, which can be found on the CFA Institute website,

Contact CFA Society East Tennessee

Please reach out to us with questions.
Email: [email protected]

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