We require three professional references unless you have a reference from a regular member of CFA Society Singapore. In that case, two professional references are required. We prefer references from your supervisor(s).
If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, self-employed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a regular member of CFA Institute is required.
You may not serve as a reference for your own application.
When selecting your references, please note that they are required to comment on your work experience and professional character. Select individuals who can describe and attest to your responsibilities in the investment decision-making process (as defined by our work experience guidelines). You will send instructions to your references as part of your application.
After CFA Institute receives an application for membership, an email will be sent to the applicant to be forwarded to each of their two sponsors. The email contains a link to the online form the sponsors must complete as part of the membership application.