How to Join BCFA
| Membership Requirements
Sponsor Requirements:
All Member Societies require sponsor forms when applying. The uniform sponsor requirement adopted and used by all Member Societies of CFA Institute* is: one Regular member of CFA Institute and the applicant’s supervisor, one of which must be a member of the society to which the individual is making application for membership. If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, selfemployed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a Regular CFA Institute member is required.
*Updated Membership Sponsor Requirement approved by the CFA Board of Governors on 4 February 2005.
CFA Institute Dues:
You need to be a member of CFA Institute to become a member of BCFA. Please elect Baltimore CFA Society as your local society. CFA Institute and Member Society dues are billed and collected on an annual basis from July 1st-June 30. Following is a summary of applicable CFA Institute annual dues; Member Society dues vary and are non-transferrable. For information on Member Society membership services, contact the Society directly or visit their website via CFA Institute at www.cfainstitute.org. CFA Charterholder, Regular, and Affiliate Members.
| Period of Initial Membership |
CFA Charterholder, Regular, and Affiliate Members |
| 1 July – 31 December |
$225
|
| 1 January – 31 March |
$113
|
| 1 April – 30 June |
$0
|
BCFA Dues:
In addition to CFA Institute dues, you will be required to pay BCFA $50 in annual dues. Make checks payable to BCFA.
Student Membership:
BCFA Student Membership includes...
- 50% off membership dues
- Discounted event rates
- Attendance at members-only functions
This membership is open to any full time (12+ credits) college student. As of December 1, 2007, all students attending a BCFA event will have needed to complete the attached Student Membership application. Becoming a member does NOT include membership to CFA institute.
Download the BCFA Student Membership Application in Adobe Acrobat PDF Format. |
Download the CFA Institute Membership application in Adobe Acrobat PDF format.
Download the CFA Institute Membership Instructions in Adobe Acrobat PDF format.
Download the CFA Institute Sponsor Kit in Adobe Acrobat PDF format.
Get Adobe Acrobat!
BCFA Membership Information
Amy Y. Zhang, CFA
BCFA Membership Committee Chair
Phone: (410) 837-3234
azhang@browncapital.com
Benefits of MembershipCFA Institute is the leading, global, professional association in the investment industry, serving investment analysts, portfolio managers, and other investment decision makers. With members and Chartered Financial Analyst candidates in affiliated societies and chapters around the world, CFA Institute is uniquely qualified to provide investment leaders with global leadership in investment education, advocacy and educational programs, and the opportunity to network with other investment professionals.
CFA Institute membership provides the knowledge, recognition, and industry network that you need to position yourself for career growth. Every CFA Institute member service is designed to meet the specific needs of investment professionals, from conferences and publications (Financial Analysts Journal ®, CFA Magazine), to Professional Conduct and Advocacy programs and other member benefits like CFA Institute JobLine, the Member Insurance Program, and the CFA Institute website. Membership in a CFA Institute Member Society offers you access to services and networking on a local level.
 Back to the top
|
