Membership Application Links - Welcome!
Local-Only or Student Membership
For CFA Candidates, University Students, and other professionals who do not intend to also join CFA Institute
Step 1: Complete the Paper Application
Local-Only/Student Application documents (fillable)
You may wish to send your professional reference only the reference form, so we've included this document seperately below:
Membership Reference form (fillable) (one reference must be a current member of CFA Society Minnesota) E-mail email@example.com if you need help finding a reference.
Step 2: Complete the Self Test for the
Standards of Practice Handbook
If you have not yet passed Level 1 of the CFA exam, one of the requirements for Local Society membership is that you take and pass the
Self-Test for the Standards of Practice Handbook.If you do not already have a CFA Institute ID number, you may enter any number you choose in this login screen.
After downloading and reading the Handbook PDF, click the "Voluntary Self-Test" link to take the public version of the Ethics Exam. You may take the exam multiple times.
Upon completion of the self test the website shows your passing results.
You must print this screen (or save it as a jpg or pdf) and include it with your membership application. Despite what is indicated, CFA Minnesota does not receive your passing score from the CFA Institute computer system.
Step 3: Use the Application Checklist to make sure you haven't missed any steps, then submit your paperwork
You can make an appointment to go through the paperwork, either by meeting with a society staff person in person or over the phone.
Membership Application Form
Professional Conduct Statement
Copy of Resume
*2 Reference Forms (one reference must be a current member of CFA Society Minnesota) E-mail firstname.lastname@example.org if you need help finding a reference.
Proof of Passing Level I or Self-Test for the
Standards of Practice Handbook
Dues check made payable to CFA Society Minnesota, or credit card payment
*Students only need 1 Reference Form, which can be filled out by a professor
Your application will be processed within 1 week after it arrives in our office, and we'll contact you on the next steps.
Other Membership Scenarios:
Adding a Local Society Membership to your CFA Institute Membership
If you are a Charterholder who has just moved to our region, or a Charterholder who previously did not hold local society membership and now wants to, you can add the Minnesota society to your membership through CFA Institute in one of three ways:
Once your added membership is approved, you will be notified and directed to "activate" your local society membership by paying the
current season's dues through the CFA Institute's online system.
Renewing Shared Memberships: CFA Institute
+ CFA Minnesota
Membership lapses each year on June 30th. All members who have dual membership in CFA Institute and a local society renew by making one payment through CFA Institute each summer. Email reminders go out between May and August, and paper invoices are sent at the end of August. Renewal can be done by logging into your CFA Institute account or by calling
Renewing Local-Only or Student Membership
E-mail email@example.com for Local-Only or Student membership renewal instructions.
Checking Application Status
To check the status of your Local-Only Society application, please contact our office.
To check the status of your
CFA Institute application, please call CFA Institute at 800.247.8132.
If you have additional questions regarding membership with CFA Society Minnesota, please contact the Society office at
612-930-4000 or email