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Membership Application Process
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Membership Application Process

Regular & Affiliate Members

Your application is submitted to CFA Institute for approval. Once CFA Society San Francisco receives your application approval from CFA Institute your society membership will be active.

Industry & Student Members

Once submitted, your application and signed sponsorship forms are reviewed by our Membership Department and formally approved by the CFA Society San Francisco Board of Directors at their next monthly board meeting.

Please note: the approval process for applications may take between 30 and 90 days.

Finding a Sponsor

It is the responsibility of the applicant to obtain two sponsors. Applicants are required to obtain signed sponsor forms from one Regular CFA Society San Francisco member and current supervisor. If you are unable to provide a supervisor as a sponsor then you may replace this requirement with a second CFA Society San Francisco Regular member. The sponsor form is obtained from CFA Institute via email once your application has been submitted. Industry and student applicants receive sponsor forms with their application packet.

A good way to meet a sponsor is to attend an event - visit our Events page for a complete listing of upcoming events. In addition, check with colleagues or business neighbors. Otherwise, please contact the Membership Department for assistance in locating a sponsor.

Sponsor Requirements

Regular, Affiliate, and Industry applicants

Two sponsors are required for all categories of membership. These should be the following: your immediate supervisor AND a CFA Society San Francisco member who is in good standing and personally known to you. If you are self-employed, two regular CFA Society San Francisco members in good standing from other companies are required.

Student applicants

Students must obtain one CFA Society San Francisco regular member and one university professor.

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