Do's and Don'ts

 

Things to remember when applying for CFA Institute membership:

 

Do:

• 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.
• Describe how your position adds value to the investment decision-making process.
• Ask your sponsor to describe how you are engaged in work that impacts the investment decision-making process.

 

Don't:

• 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 apply. The volume of applications may slow the review process and delay the award of your charter.