FAQs

 

How do I become a CFA charterholder?

To become a CFA charterholder, you must be a Regular member, pass all 3 levels of the CFA exam, and have at least 48 months of qualified investment work experience. ​More information is available on the CFA Institute website on Become a CFA Charterholder​‘.

How do I become a member of CFA Institute?

Please refer to the section on Becoming a member‘.

How do I become a member of CFA Society Singapore?

Regular/Affiliate members – Log on to your CFA Institute account. From the Account Home page, under the ‘Membership’ tab, click on ‘Apply for Membership’. There will be an option to add a Society. Look for and select ‘Singapore’ (CFA Society Singapore). Your request will then be sent to us for review and approval.

Non-members – Fill out the Associate Membership Form​ and email the form to [email protected]

How do I reactivate my membership after it has lapsed?

Regular/Affiliate members – Log on to your CFA Institute account. From the Account Home page, under the ‘Membership’ tab, select ‘Manage my Membership’. There will be an option to ‘Reactivate’ from there. Once you pay your membership dues, your membership status will be active again. If you have forgotten your password or lost access to your email account, you will need to write to CM Services ([email protected]) for further assistance (ie. resetting the password and/or reassigning a new email address for CFA Institute account access).Associate (Candidate) members – Fill out the Application for Associate Membership form​​​​​​​​​​, select S$85.60 (Renewals) and email the form to [email protected]

What are the benefits of becoming a CFA Society Singapore member?

As a member of CFA Society Singapore, participate at no charge in professional development talks by eminent speakers and company presentations; get discounted member rates for workshops, seminars/conferences and networking activities.

The Society organises more than 60 events a year, many of which are complimentary or at a nominal fee for members. For information on our events, please refer to the Upcoming Events section on our website.

Professional References

We require three professional references unless you have a reference from a regular member of CFA Society Singapore. In that case, two professional references are required. We prefer references from your supervisor(s).​

If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, self-employed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a regular member of CFA Institute is required.

You may not serve as a reference for your own application.​

When selecting your references, please note that they are required to comment on your work experience and professional character. Select individuals who can describe and attest to your responsibilities in the investment decision-making process (as defined by our work experience guidelines). You will send instructions to your references as part of your application.​

After CFA Institute receives an application for membership, an email will be sent to the applicant to be forwarded to each of their two sponsors. The email contains a link to the online form the sponsors must complete as part of the membership application.

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