Frequently asked questions
What happens to current Regular members?
Current Regular Members will be renamed Charterholder Members, in line with the updated CFA Institute membership framework.
What happens to current Regular (non-charterholder) members?
Current Regular Members (non charterholders) will be renamed Professional Members, in line with the updated CFA Institute membership framework.
What happens to current Candidate members?
The current Candidate Member category will be replaced by the new Associate Member category, in line with the updated CFA Institute membership framework.
What happens to current Affiliate members?
The current Affiliate Member category will be discontinued.
Existing Affiliate Members will transition to the new Professional Member category, in line with the updated CFA Institute membership framework.
Is attendance to the EGM Zoom session mandatory?
No. The formal vote takes place exclusively online via ElectionRunner before May 26. The May 28 session is an online information and Q&A meeting designed to provide members with additional transparency on the proposed changes.
Who should I contact for questions?
Please email [email protected] for any questions about the vote or the bylaws changes.