Frequently Asked Questions...

Frequently Asked Questions

Q: How can I contact CFA Society St. Louis?
A: Please use the following link:

Q: What if I want to speak at or sponsor a CFA Society St. Louis luncheon?
A: Please contact Joan Hecker at [email protected] or 314.520.3564.

Q: How many guests typically attend the CFA Society St. Louis luncheons?
A: The lunches typically have an audience of 30 to 50 people.

Q: How do I sign up for an event? Joan Tickets (
A: Please go to the (New Events Page) to find the event that you are interested in attending. Click on the event link, which will take you to an informational page about the event. There will be a link on this page to sign up for the event. Pre-registration and pre-payment are required to attend an event.

Q: Is there a cancellation policy?
A: Yes, there is a cancellation policy. The policy is a cancellation must be made 72 hours in advance, or there will be no refund given.

Q: Who have been some of the speakers in the past? Past Events - CFA Society St. Louis
A: Please visit the Society Events > Past Events page to see more.

Q: What have others said about the CFA designation? 
A: CFA: THE GOLD STANDARD "The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."
The Economist, 2/26/2005

Q: How do I join CFA Society St. Louis? Join or Renew - CFA Society St. Louis
A: Please visit the following page: Membership > Join or Renew

Q: Do I have to have my CFA designation to join? Microsoft Word - CFA St Louis Membership application for friends of the society Final (
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 at the following page: Membership > Member Requirements. 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 Regular or Affiliate member without also joining CFA Institute. However, Student membership and Guest status do not require joining CFA Institute.

Q: How much does it cost?
A: Annual dues are $100 for Society Regular/Affiliate/Retirement membership. Regular and Affiliate membership in the Society requires CFA Institute membership, which costs $225 (Check with CFA Institute directly for any changes/increases to its fees.) You should check to see if your employer covers these dues.

CFA Institute link:

Q: How do I change my contact information with the Society?
A: Please contact the CFA Institute directly to update your contact information on your profile page at

Q: I haven’t received any communications from the Society. Whom do I contact to verify that my current contact information is on file? 
A: Please contact Joan Hecker at [email protected] or 314.520.3564.

Q: I am a member of another CFA Institute society and have just 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 the CFA Institute website,