CFA Society Application

CFA SOCIETY CLEVELAND: NOT JUST FOR CFA CHARTERHOLDERS

Dear Potential Member,

Thank you for your interest in joining CFA Society Cleveland. As a member society of the CFA Institute, CFA Society Cleveland seeks to provide opportunities for professional development and fellowship among Cleveland-area investment professionals, consistent with the ideals of excellence, integrity and education as set forth by the CFA Institute. We promote the highest standard of ethics, education, and professional excellence with the intention of helping build an investment industry that serves the interests of investors and the ultimate benefit of society.

Membership in CFA Society Cleveland is not limited to CFA Charterholders. Our Local Society Membership is intended to make our Society more accessible to local investment, capital market, and finance professionals who have no intention of pursuing the CFA Charter, yet believe in the mission and vision of CFA Society Cleveland and are interested in the benefits of membership in our vibrant and widely recognized Society.

Members of CFA Society Cleveland benefit by being a part of an organization committed to professional excellence and financial market integrity, impactful local professional development opportunities such as educational programs and influential programming, providing networking opportunities with industry insiders, and providing venues to stay abreast of trends that affect the industry.

Inside this packet, you’ll find a CFA Society Cleveland fact sheet, membership application, and Professional Conduct Statement. In order to be considered for membership, please complete the membership application, attest to the PCS, and return to CFA Society Cleveland. Upon receipt of all required materials, you’ll be granted membership pending approval and can begin to enjoy the benefits of CFA Society Cleveland membership. Official memberships are granted on a monthly basis after a review and approval of your application. You will be made aware of the Board of CFA Society Cleveland’s decision within five weeks. You will be billed for your membership after approval. After membership is granted, and as long as you remain a member in good standing, annual renewals will only require dues payment and an updated PCS.

If you should have any questions regarding membership, the application, or the status of your application, please contact CFA Society Cleveland Membership Chair at cfa@cleveland.cfasociety.org or call 216-470-3198. We’re happy you’re considering membership in our Society and looking forward to you joining.

Sincerely,

Sam Wass, CFA
CFA President
CFA Society Cleveland

GUIDE FOR COMPLETING CFA SOCIETY CLEVELAND LOCAL MEMBERSHIP APPLICATION

Thank you for your interest in joining CFA Society Cleveland. This packet contains all the paperwork necessary for Local Society Membership.

CFA Society Cleveland accepts applications on an annual basis. CFA Society Cleveland’s membership year runs on a 12-month cycle beginning the most recent July 1st and ending the 30th of the following June. Dues are $150 for non-candidates and $125 for candidates annually and are not prorated. Student (non-voting) memberships are also available and dues are $50 annually. Membership is granted provisionally the day the completed application is received and officially activated the day the application is processed by CFA Society Cleveland’s Board.

PLEASE READ ALL DIRECTIONS CAREFULLY

1. You may submit your application packet via mail, or email and pay the required dues fee via check or credit card (Visa, MasterCard, or American Express). You will be invoiced for dues after your application is approved.

Before submitting, make a copy of your completed paperwork for your records. Your application will not be processed unless complete.

Please make sure that you enclose the following to avoid delays in the application process:
- CFA Society Cleveland Membership Application
- CFA Society Cleveland Professional Conduct Statement
Send the completed and signed forms:

Attention: Membership
CFA Society Cleveland
24199 Lyman Blvd.
Shaker Heights, Ohio 44122
Or email to cfa@cleveland.cfasociety.org

2. You must have two professional references listed on your application: one of those references must be a supervisor or manager and the other must be a CFA Charterholder. We may contact your references to validate your business relationship and ethics.

3. CFA Society Cleveland processes Local Society Membership applications on a monthly basis. Once approved, you will receive a welcome email notifying you of acceptance. You will be billed via Quickbooks once your application is approved.

4. CFA Society Cleveland’s Professional Conduct Statement must be signed when joining and also when renewing.

NEED HELP?

If you have any questions concerning the application requirements or process,
email cfa@cleveland.cfasociety.org or call 216-470-3198.

LOCAL MEMBERSHIP APPLICATION
Local society members have access to the same benefits as regular members except for voting privileges. The Local Society Membership is solely a CFA Society Cleveland membership and does not include membership in the CFA Institute. The membership is intended for individuals who have no intention of pursuing the CFA Charter or are
candidates in the CFA Program and are not yet interested in joining the CFA Institute.
Application Status

New
Application Type:*

Non-CandidateCandidateStudent
Name*

First NameLast Name
Title
Professional Designations Held*

Employment Information
Employer*
Job Title*
Address*

Street Address

Floor/Suite/MC

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Work Mobile
Please enter a valid phone number.
Email*
example@example.com

Home Information
Address*

Street Address

Floor/Suite/MC

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Mobile
Please enter a valid phone number.
Email*
example@example.com
Preferred Contact Information*
Work
Please enter a valid phone number.
Home
Please enter a valid phone number.

Education
Education (highest degree completed)*
Year*
College Name*

Social Media
LinkedIn
Twitter
Facebook
AFFIRMATION
I hereby assert that the facts as stated in this application are correct and complete, and I accept responsibility for their accuracy. I understand that in the event that my application is not accepted, the dues will be returned minus fees to cover the cost of the events I have attended as a member pending acceptance. If I am accepted, I further state that I have read, understand, and agree to comply with CFA Society Cleveland Articles of Incorporation, Bylaws, CFA Institute Code of Ethics, Standards of Professional Conduct, Rules of Procedure from Proceedings Related to Professional Conduct, and other rules and regulations established by CFA Institute, as amended from time to time. I understand that my membership will be subject to suspension or revocation for violation of CFA Institute’s Rules and Regulations. I also agree to sign the Professional Conduct Statement every year that I renew my membership.
Please electronically sign this document by signing your name below:*

Powered by Jotform SignClear
Date*

MonthDayYear
Date

Professional References
Below, please list two professional references. One of the references must be a former or current supervisor/manager, or if self-employed, you may list a professional contact such as a client or peer in the financial community. The second reference must be a CFA Charterholder, and preferably a member of CFA Society Cleveland. If you are applying for a student membership, a college professor is an acceptable professional reference. Please ensure that the listed reference is aware that CFA Society Cleveland will be contacting him/her to validate your business relationship and ethics.
Referene #1(Professional Reference):
Name*
Company*
Title*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
How do you know this person?*
Referene #2 (CFA Charterholder):
Name*
Company*
Title*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
How do you know this person?*
PAYMENT

Membership Dues will be invoiced when the application is approved