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1904 4
2007-04-02
We wish to remind you that as a CFA Program candidate who registered
prior to the 2005 exam cycle, you are currently subject to the guidelines
in place when you became a candidate. We encourage you to apply to
become a Regular member soon. Regular membership is required for the
eventual award of the CFA charter.

To ensure qualification under the work experience requirements (36
months) in place at the time of your initial candidacy, you must apply to
be accepted as a Regular member by 1 July 2007. After this deadline,
you will be subject to the new requirements (48 months and a larger
percentage of time in an investment decision-making position) put in place
in 2003 for incoming candidates. For more information, please visit the
CFA Institute website at


Submitting your application details online saves valuable processing
time. To complete your membership application online now through the
Online Membership Application (OMA) tool, use the following web link:

This tool may be used to submit your Professional Conduct Statement,
Member's Agreement, work experience narrative, select your society, and
you may contact your sponsors electronically through the OMA web link.
This link may also be used to check the status of your membership
application at any time during the process.

Please note that this area of the CFA Institute website is password
protected. You will need to log in using your CFA Institute user name and
password. If you have forgotten your user name and password, or if you
do not yet have a user name and password, you will find instructions
when you click the link above.

If you have already applied for Regular membership in CFA Institute and
a society, or have questions about your status, please visit

or email us at cmservices@cfainstitute.org.

We hope that you will take the time to meet all your outstanding
requirements to complete your application. Please feel free to contact us at
cmservices@cfainstitute.org if you have any questions.
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全部回复
2007-4-2 14:52:00
拿到charter之前必须申请成为会员和加入一个society
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2007-4-3 08:57:00
是不是在过三级以后再申请也可以,这封信与往年有什么变化或者要求没有,有没有前辈谈谈。。。
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2007-4-3 10:40:00

本人2004年报名2005年考一级,今年考3级,如果通过了,按照23楼说法,到底是需要3年经验,还是4年经验?如果只需要3年经验,在2007年7月1日前加入HK Society交USD100还算划算。

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2007-4-4 11:30:00

我工作已经五年了(到07年7月)在银行,那就是说可以先不申请加入到时候再说?另外,我今年换了考点去广州(以前在上海),广州考点如何,有没有性价比好的酒店且近方便的推荐一下,谢谢!

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