Things to remember when applying for CFA Institute membership.

• Allow several weeks for your application to be reviewed and approved for membership.
• Provide a detailed description of your daily responsibilities, including what types of clients you serve.
• Tell us what types of products you recommend to clients.
• Describe how your position adds value to the investment decision-making process.
• Provide us with detailed information regarding any independent analysis you perform.
• Use the same date to end one work experience position and start the next if the positions ran consecutively.
• Ask your sponsor to describe how you are engaged in work that impacts the investment decision-making process.

• Describe the general activities of your company.
• Rely on your job title as a substitute for describing your job duties.
• Request sponsor forms from someone who does not know the nature of your work.
• Wait until after you pass Level III to complete your application. The volume of applications may slow the review process and delay the award of your charter.

Apply for membership.