Professional References

When you apply for membership, you will be asked to provide professional references in support of your application.

How Many References Should You Provide?

  • 2 professional references, if one is an active regular member of the CFA® Society to which you are applying, OR
  • 3 professional references, if none of them is an active regular member of the CFA Society to which you are applying.

Who Should Be a Reference?

While we prefer references from your supervisor(s), you may select other individuals who can describe and attest to your responsibilities in the investment decision-making process (as defined in our work experience guidelines).

References will be asked to comment on your work experience and professional character. You will send instructions to your references as part of your application; more information is provided during the application process.

You cannot serve as a reference for your own application.

Review our work experience guidelines

No CFA Society Nearby?

Many CFA societies are willing to find society members that may be able to provide a reference for you.

Find a CFA Society near you

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