Professional Membership-Type Application

Professional Membership Fees - Click to Expand

Current CFA Candidate*

$250

Non-CFA Candidate

$350

*i.e., “Charter Pending” or otherwise presently enrolled in the CFA Exam Program

If you have any questions, would like to pay by check, or if you need an invoice to submit to your company for payment, please contact the member services department at membership@cfany.org

1Applicant Info.

2Work Experience

3Education

4References

5Professional Conduct Statement

6Agreement & Billing

Applicant Information
Date of Application Submission
MM slash DD slash YYYY
Name*
First Last
Date of Birth*
Month
Day
Year
Gender*
- Male
- Female
- Prefer not to answer
Company*
Job Title*
Shipping / Mailing Address*
Street Address Address Line 2 City State ZIP Code
Email*
Enter Email Confirm Email
Please remember to add the cfany@cfany.org address to your safe sender list to ensure that you receive our correspondence.
Alternate Email
Most of our events are organized by volunteer practitioners. In order to improve our programming, some of your contact information may be shared with Volunteer Leaders, if you wish to opt out, please check this box.
- Do not share my contact information with CFA Society New York Volunteer leaders
Most of our events are organized by volunteer practitioners. In order to improve our programming, some of your contact information may be shared with Volunteer Leaders, if you wish to opt out, please check this box.
Are you a CFA Candidate?*
- No
- Yes
If you are a CFA candidate (i.e., you are "Charter Pending" or otherwise enrolled in the CFA Exam Program), select "Yes" above.
CFA Institute ID*
Phone*
Alternate Phone
LinkedIn Profile

*By providing your LinkedIn Profile URL, you are giving CFA Society New York permission to determine your membership eligibility based on the information provided there. You can skip both the "Professional Work Experience" and "Education Steps" if your profile is complete.

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Member's Agreement & Signature
The above responses and all information provided by me on this Professional Conduct Statement are truthful, accurate, and complete, and I agree to notify CFA Society New York promptly of any material changes required in my responses to the foregoing questions.

I acknowledge and understand that failure to comply with the CFA Institute Code of Ethics and Standards of Professional Conduct or CFA Society New York code of conduct is grounds for disciplinary action against me and that failure to cooperate with any CFA Institute investigation of my conduct is grounds for summary suspension.

I have read, understand, and agree to comply with CFA Society New York's Code of Conduct.

By signing this application, I hereby acknowledge that I have read and understand the application in its entirety and agree with all of the above.
Signature*
If you have any questions, would like to pay by check, or if you need an invoice to submit to your company for payment, please contact the member services department at membership@cfany.org or call (212) 541-4530.
Billing Address*
Street Address Address Line 2 City State ZIP Code
Professional Conduct Statement Agreement*
- Confirm & Agree to Professional Conduct
You confirm that all your answers to the Professional Conduct Statement are “No”. You also confirm that you have read, understand and hereby affirm your signature to the Professional Conduct Statement. You also hereby agree to abide by the CFA Society New York Code of Conduct and Ethics and Conflict of Interest Policy. If you cannot answer “No” truthfully to items A through E of the Professional Conduct Statement please email membership@cfany.org to submit further details.
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Comments
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Professional Membership Fees - Click to Expand

Current CFA Candidate*

Non-CFA Candidate

Applicant Information

Work Experience

Professional Work Experience #1

Professional Work Experience #2

Professional Work Experience #3

Professional Work Experience #4

Education

Post Grad Degree

Professional References

Professional Reference #1

Professional Reference #2

Professional Reference #3

Professional Conduct Statement

Member's Agreement & Signature

General Information

Events

Learn

Media

Contact Information