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|Membership Application Process|
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.
August 25 TSAA-SF Annual Conference
Sept 12 - 14 PRI in Person 2018
Sept 12 - 14 Global Climate Action Summit