​I. Membership FAQs

• Why hasn’t my professional work experience been approved? 
  
• Does my professional work experience qualify to become a CFA charterholder?
  
• I am a charterholder living abroad, but I am interested in joining CFA Society Greece. Is this possible?
  
• Can I become a member of CFA Society Greece if I am not a CFA charterholder?
  
• What is the difference between affiliate and regular membership?
  
• Do I need to apply separately for membership to CFA Institute and CFA Society Greece? 
• I'm not a member of CFA Society Greece, how can I receive updates about upcoming events?

II. Candidate FAQs

CFA® Program: Registration, Eligibility and Withdrawal

• Why should someone working in Greece pursue the CFA charter? 
  
• Am I eligible to register for the CFA® Program exams?
  
• I want to register for the exams, but I haven’t received my passport yet and the registration deadline is approaching. What should I do?
  
• My passport information (e.g., number, legal name) has changed since I registered from the CFA® Program. What should I do?
  
• Can I take the exam if I don’t have a certificate of English proficiency?
  
• Do I get a discount when I register because I already have the Level I books from previous years? 
  
• How do I refund/withdraw/defer my registration? 
  
• I’m trying to register for the CFA® Program exams but my debit card isn’t being processed. What should I do? 
  

III. Scholarships FAQs

CFA Institute holds the exclusive authority for judging whether your professional work experience qualifies towards becoming a CFA charterholder, and not CFA Society Greece. We recommend you contact CFA Institute directly.

CFA Institute holds the exclusive authority for judging whether your professional work experience qualifies towards becoming a CFA charterholder, and not CFA Society Greece. We recommend you contact CFA Institute directly. 
Click here to take the work experience self-assessment and here for guidance on how to describe your work experience.

Yes, this is possible. CFA Institute and CFA Society Greece offer two types of membership: regular and affiliated.

For regular membership, you must comply with CFA Institute's requirements.

To qualify for affiliate membership of CFA Institute and CFA Society Greece, you must:

• Hold a bachelor's degree from an accredited institution;
• Fulfil at least one of the following criteria:
• Have 48 months of acceptable professional work experience in the investment decision-making process;
• Pass Level II of the CFA exam.
• Support your application by two professional reference statements;
• Agree to adhere to and/or sign the Member's Agreement, a Professional Conduct Statement, the OFAC Compliance Policy, and any additional documentation requested by CFA Institute;
• Apply for membership in a CFA society. Society membership is required for affiliate membership;
• Pay annual dues.

To apply for membership, click here.

The application processes for applying to CFA Society Greece is part of the application process for CFA Institute, therefore you do not need to make a separate application.

To apply for membership, click here. 

By sending an email to info@cfa.gr with your interest in being added to our mailing list, your email address will be added to our "Candidates" (if you're currently registered for a CFA® Program exam) or "Friends" mailing list so that you may receive invitations for our events and some other notifications. Unfortunately, job posts are mainly targeted to our Members (CFA charterholders) but also Candidates sometimes.

If you enrol as a candidate or become a charterholder in the future, our mailing list will be updated accordingly.

• Meet one of the following enrolment requirements:
• Complete a bachelor's program or equivalent program and have received a degree from the college/university,
• Be a final-year student of a bachelor's program or equivalent program on the date of enrolling for the Level I exam and becoming a candidate in the CFA® Program, or
• Have a combination of four years (or 48 months) of full-time work experience and/or college/university education on the date of registering for the Level I exam. The dates of education and professional work experience cannot be overlapping. Candidates are required to have a total of four years sequentially.
• Own an international travel passport
• Be prepared to take the exams in English
• Meet the professional conduct admission criteria
• Live in a participating country.

For more information, visit the CFA Institute website.

You may also refer CFA Institute's policy regarding identification and name changes. We would advise to read carefully and follow the steps mentioned in the link as soon as possible to avoid any identification problems during the exams.

Please refer to CFA Institute’s website for the relevant information.

• Texas Instruments BA II Plus (including BA II Plus Professional) – (including older versions)
• Hewlett Packard 12C (including the HP 12C Platinum, 12C Platinum 25th anniversary edition, 12C 30th anniversary edition, and HP 12C Prestige)

Please refer to CFA Institute's calculator policy.

You can purchase the Texas Instruments BA II Plus locally from Plaisio Computers, or order online through another website.

 CFA Society Greece is not involved in its selection and usually becomes aware of the test centre's location in early May.

For more information on the review courses, please refer to the prep courses page of our website.

Scholarships are categorized as follows:

• Access Scholarships: provide needs-based scholarship opportunities for those unable to afford the full price of the CFA® Program enrollment and registration fees.
• Role-Based Scholarship: offered to key influencers in the media, academic, and financial communities, such as college/university faculty, college students affiliated with CFA Institute's University Affiliation Program schools, regulatory agencies, and media organization employees around the world.
  Specific Scholarships in this category include: women's, student, professor, regulator, Media, and Society leaders
  Role-Based Scholarships are also available for the CIPM® Program to students, professors, regulators, and Society leaders

For more information, visit CFA Institute's website. 

Access scholarships are awarded to candidates who meet all CFA® Program enrollment requirements, primarily based on financial need.

Visit CFA Institute's website for more information on scholarships.