CFA Society Boston Partner University College Application

CFA Society Boston University College Partner Application

A University College Partner signals to their students and employers the benefits of joining CFA Society Boston as a student member interested in the investment industry. CFA Society Boston’s Student membership engages a student earlier in the career path to advance their network and industry exposure. Students verified in the partner program are eligible to skip the required two Sponsor forms during the application process to provide easier access to attaining a membership.
Partners Requirements:
- must have a main campus in one of the five New England States
- offer courses related to the finance industry
- are responsible for verifying the student status through a dedicated admin or Professor
- may not enforce membership as a student or course requirement
Applications for the University College Partner program are considered on a case-by-case basis. This program is not affiliated with the University Affiliation Program through CFA Institute.

An approval email will be sent to your dedicated contact to review the application details and to verify a student is in good standing with your program. It will be the students responsibility to follow up with your dedicated contact for any pending verifications.

For partners unable to provide verification, students will need to fill out the regular Student Membership Application.

THIS IS NOT AN APPLICATION FOR STUDENTS. THIS IS FOR UNIVERSITY STAFF ONLY.

University Details

Please fill out the details below regarding all pertinent details. For the verification contact, please include all details
University/College Name *
Department Name
Ex: School of Business
Please list relevant programs of study.
*Individual course names are not required
Applicant Contact Name
Individual Filling out the Application
Office Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
An approval email will be sent to your dedicated verification contact to review the application details and to verify a student is in good standing with your program.

Please ensure you have identified a willing professor or administrative contact to be responsible for verifiying all student member applications associated with your program.
Verification Contact Name *

Prefix First Name Middle Name Last Name Suffix
Verification Contact E-mail *
example@example.com
Verification Contact Number *

Verification Statement & Electronic Signature
I have agreed to submit this application by electronic means. By signing this application electronically, I hereby agree as follows:
1. I have read and will adhere to the CFA Society Boston's Articles of Incorporation, Bylaws and other rules and regulations established by the Society.
2. I agree that a violation of any of the provisions of the Member Statement may be grounds for termination of student membership by the Board.
3. I affirm that all information provided by me herein is truthful, complete, and agree to notify CFA Society Boston of any material changes to this information.
Signature

Clear
Signature Date *

Month Day Year
Date
Should be Empty:

CFA Society Boston University College Partner Application