Frequently Asked Questions

Q: How can I contact CFA Society Nashville?

A: Please click here to contact us. 

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

A: Please contact our Executive Director, Angie Brown, at [email protected]

Q: How many guests typically attend CFA Society Nashville in-person events?

A: Our events typically have an attendance of 40-60 people. 

Q: How do I sign up for an event?

A: Please click here to find the event you are interested in attending. Click on the event name, and then the more information link to access the registration. 

Q: Is there a cancellation policy?

A: Yes. The cancellation policy states that cancellations 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. A "no-show" registrant is 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 CFA Institute available? 

A: CFA Society Nashville will determine which 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 programs and events will be automatically recorded in your PL tracking tool if you are registered for and attend the event. Most events are eligible for two (2) PL credits. 

Q: How do I join CFA Society Nashville?

A: Please visit this page of our website. 

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 on the CFA Institute website. 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 a Regular or Affiliate member without also joining CFA Institute. However, local memberships do not require joining CFA Institute.

Q: I am a member of another CFA Society and have 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 this page of the CFA Institute website.

Q: Will my employer cover my membership fees?

A: Possibly, you should check with your employer to see if they cover dues.

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

A: Please click here to contact CFA Institute directly to update your contact information on your profile page.  

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

A: Please contact the Society at [email protected]

Contact CFA Society Nashville

Please reach out to us with questions. 

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