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.