CFA Society New Zealand

A Member of the CFA Institute Global Network of Societies

​The Society, in conjunction with CFA Institute, has finalised a process for verifying CFA charterholder status and providing a testimonial from a professional body.  Please peruse the member process document (PDF) attached.  You will need to fill out the disclosure consent form (PDF), in which you consent to the Institute releasing the information which is usually subject to confidentiality.  You also need to enter your name and ETITO number at the head of the testimonial form (Word) as well.  Once completed you need to email both documents to the Recognition Helpdesk at

CFA Institute will then process the request and return it to you in pdf format to the email address that is listed in your CFA Institute records, so you will need to ensure that this is current.  CFA Institute has indicated that they are working to a turn-around time of three business days or less.