CFA Society Sweden

A Member of the CFA Institute Global Network of Societies

 How to Join

Do you have what it takes?

CFA Society Sweden is an association for Investment Professionals. Many of our members are also CFA Charterholders or Candidates in the CFA Program. It is, however, not at all a requirement for membership in CFA Society Sweden. What we do require is that you have applicable work experience (except Candidates), and that you are willing commit to the highest ethical and professional standards..

Our Member Classes

Member Class Membership in CFA Institute Annual Dues
Regular Yes 325 USD
Affiliate  Yes  325 USD

 

Membership in CFA Institute

We are a member society of CFA Institute for a reason. We share the values that CFA Institute stand for and we see great benefits in being part of a truly global network. Membership in CFA Institute also gives you access to an attractive package of benefits, all designed to advance your career as an investment professional. Read more about CFA Institute Services...

Status Change

If you are already member of CFA Institute and want to change from another Society to CFA Society Sweden, or if you want to add CFA Society Sweden click here.

Regular Membership

Membership Requirements

To qualify as a Regular member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:

  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
  • Passed Level I of the CFA exam or such other appropriate examination as approved by the Board of Governors of CFA Institute AND have 48 months of acceptable professional work experience in the investment decision-making process,  

or

  • Passed the Self-Administered Standards of Professional Practice Examination and have 48 months of acceptable professional work experience in the investment decision-making process.
  • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
  • Fulfill the reference requirements detailed below.

 

Both CFA Institute and a national society must agree to accept an applicant as a Regular member. In the event of a discrepancy, CFA Institute makes the final determination for Regular membership status.

Benefits and Dues

Regular Members receive the following benefits: Financial Analyst Journal, CFA magazine, Member Directory, CFA Digest, Conference proceedings among other CFA Institute Services in addition to all local benefits. Regular Members in Good Order are allowed to hold office, act as a sponsor for membership and vote at Annual Members Meetings.

The cost is USD 325/year (USD275 to CFA Institute and USD50 to CFA Society Sweden).

 Application Process

 

Application processing and dues collection for Regular Members is handled by CFA Institute in Charlottesville, VA, USA with input from CFA Society Sweden. Read more about CFA Institute Membership

 

Affiliate Membership

Membership Requirements

To qualify as an Affiliate Member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:

  • The applicant must be engaged in an acceptable field of work as determined by the Board or the Membership Committee of CFA Society Sweden.
  • Fulfill the reference requirements detailed below.
  • Agree to adhere to and sign the yearly Member's Agreement and Professional Conduct Statement.

 

Once an applicant is approved for Affiliate membership by a society, the applicant will automatically become an Affiliate member with CFA Institute.

Benefits and Dues

Affiliate Members receive the same benefits as Regular Members except the right to hold office, chair a committee, act as a sponsor for membership or vote (both in CFA Institute & CFA Society Sweden).

The cost is USD 325/year (USD275 to CFA Institute and USD50 to CFA Society Sweden).

Application Process

  • Complete the membership application online to begin the process.
  • Submit a copy of the above application forms together with a resume/CV/Bio and/or other evidence of professional organization credentials to:
    CFA Society Sweden, Södra Kungstornet. Kungsgatan 33, 5 tr, 111 56  STOCKHOLM, Sweden

 

Application processing and dues collection for Affiliate Members is handled by CFA Institute in Charlottesville, VA, USA with input from CFA Society Sweden. Read more about CFA Institute Memb​ership

Acceptable work experience

Acceptable professional work experience is defined as activities which consist primarily of at least one of the following:

  • Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments, which include but are not limited to:
    • publicly traded and privately placed stocks, bonds, mortgages and their derivatives,
    • commodity-based derivatives,
    • mutual funds,
    • other investment assets, such as real estate and commodities, if these other investment assets are held as part of diversified, securities-oriented investment portfolios.
  • supervising directly or indirectly those who practice such activities.
  • teaching such activities.

Sponsorship Requirements

Every person applying for Membership as Regular or Affiliate Member must be sponsored by one CFA Institute Regular Member and the applicant’s Supervisor, one of which must be a member of the national Society.

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 CFA Institute member is required.

 Become a Member of CFA Institute

To earn the Chartered Financial Analyst® designation, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

 Contact Us

CFA Society Sweden
Brunnsgatan 21 A, 3 tr
111 38 Stockholm
Sweden

email: info@cfasweden.se