CFA Society Istanbul

A Partner in the CFA Institute Global Network of Societies

 Overview

Become a Member of CFA Society Istanbul

Each applicant for membership of CFA Society Istanbul shall read the Invitat​ion ​Letter in detail, and after filling the membership form send all the documents by regular mail to the address stated on the letter.

Contact our membership committee for more information.

Review of Applications for Membership

The Society Board shall have the right to review all applications for membership in the society. In the event of disagreement concerning administration of membership requirements, the society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of Regular membership provisions.

Requirements for Becoming an Affiliate Member

Each applicant for Affiliate membership of a member society shall 

  • Sign and submit a CFA Institute Member's Agreement, a CFA Institute Professional Conduct Statement, and any additional documentation requested by CFA Institute
  • Hold a bachelor's degree from an accredited academic institution or have equivalent education
  • Have one year of relevant investment experience
  • Fulfill such other requirements as the society may impose consistent with requirements established by CFA Institute
  • Be accepted by CFA Institute as an Affiliate member

Sponsor Requirements

Each applicant for Regular and Affiliate membership shall be sponsored by the applicant's supervisor and two (2) Regular members of the member society in good standing — at least one of whom is employed by a different firm than the applicant.

Membership in CFA Institute

Each Regular member of the society is also a Regular member of CFA Institute. Each Affiliate member of the society is also an Affiliate member of CFA Institute.

Maintaining Membership Status

To maintain membership, each individual shall

  • Adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles and Bylaws, the Code and Standards, and other rules relating to professional conduct
  • File a Professional Conduct Statement annually, unless excused as a recognized Retired member (see below)
  • Pay membership dues

Retired Members

To qualify to become a Retired member of the society, each individual shall

  • Be a member of the society at the time of application for retired status
  • Have been a member of CFA Institute for five years
  • No longer be substantially engaged in the investment decision-making process for compensation
  • Agree to the following:
    • Notify CFA Institute if retirement status changes
    • Be listed as Retired in the CFA Institute Membership Directory
    • Waive the right to be guaranteed a transfer of membership to another society

Membership List and Member Records

The secretary shall keep a list of and make available to CFA Institute the names and addresses of all members of the society and such other records and information relating thereto as the board shall determine.  The Board shall preserve its records and the records of its committees, with respect to each applicant and member, for such period as the board may determine.

 Become a Member of CFA Institute

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