Submitting an Application for Membership

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Noel Bradley
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Submitting an Application for Membership Visit http://www.cfainstitute.org/about/membership/process/pages/index.

1 Submitting an Application for Membership Visit to submit an application for membership The new application process allows applicants to choose to apply for regular or affiliate membership. The application processes are now completely separate.

the application) A reminder that 48 months of work experience are required in order to submit a regular membership application A

2 The Regular Membership Application Process Step # 1 Log in to CFA Institute account (or Create an Account) The applicant is brought to a summary screen showing: The total number of sections completed (all six steps must be completed in order to submit the application) A reminder that 48 months of work experience are required in order to submit a regular membership application A link to the work experience self-assessment tool Once the application has been started, an automated is sent to applicant (see next page)

Regular Membership Application Process Email sent to applicant when application

3 Regular Membership Application Process sent to applicant when application is started This is sent to the applicant when Start Application is clicked

4 Regular Membership Application Process Step # 2 Complete/edit Personal Profile section Status bar the Personal Profile section is now in progress, shown by icon Step # 3 Complete/edit Address section Status bar the Personal Profile section is now completed, shown by icon, and the Address section is in progress

Regular Membership Application Process Step # 4 Complete Education section Step # 5 Complete/edit Work Experience section Applicants are directed to only submit qualifying work

5 Regular Membership Application Process Step # 4 Complete Education section Step # 5 Complete/edit Work Experience section Applicants are directed to only submit qualifying work experience A running count of how many months (out of 48) of work experience have been submitted An end date is required for all positions, including the applicant s current position

6 Regular Membership Application Process Step # 5a Entering Work Experience details Work experience description character count tool Applicants will be required to attest that their work meets the work experience guidelines Step # 5b Work Experience summary screen after submitting position(s) There are now X of 48 months of work experience submitted The applicant s Work Experience attestation is shown as a check mark in the Qualifies Under Guidelines column 1

7 Regular Membership Application Process Step # 6 Select Society section A society is recommended based on the primary address provided in the Address section and natural society area Applicant may select the recommended society or search by name or country Step #6a Society Selection Confirmation

Regular Membership Application Process Step # 7 Reference section Three professional references are required unless the applicant has a reference

8 Regular Membership Application Process Step # 7 Reference section Three professional references are required unless the applicant has a reference from a regular member of their selected society, in which case two professional references are required Step # 7a Enter Reference contact information

Regular Membership Application Process Step # 7b Reference summary page Once the applicant saves the reference s name and email address, the option to Send Email is shown The status of the reference

9 Regular Membership Application Process Step # 7b Reference summary page Once the applicant saves the reference s name and address, the option to Send is shown The status of the reference can be o Sent Reference request has been sent, but the reference has not been completed, or o Reference Completed The Reference has been submitted and the Re/Send option is no longer available The status of the Reference section will remain in progress until all references are received

10 Regular Membership Application Process Step # 7c sent to reference Step # 7d Completed Reference Confirmation This is sent to the applicant when a reference is completed

11 Regular Membership Application Process Application Summary Page The application is ready to submit Six of six sections required to submit the application have been completed A Submit Application button is displayed

Regular Membership Application Process Application Submission Confirmation Confirmation of application submission Link to Manage Member and

12 Regular Membership Application Process Application Submission Confirmation Confirmation of application submission Link to Manage Member and Society Applications where the applicant can review the status of their submitted application Manage Your Member and Society Applications Screen

13 The Affiliate Membership Application Process Step # 1 Log in to CFA Institute account (or Create an Account) The applicant is brought to a summary screen showing: The total number of sections completed (all six steps must be completed in order to submit the application)

14 Affiliate Membership Application Process Step # 2 Complete/edit Personal Profile section Status bar the Personal Profile section is now in progress, shown by icon Once the application has been started, an automated is sent to applicant (see below) Sent to Applicant When Application is Started

15 Affiliate Membership Application Process Step # 3 Complete/edit Address section Status bar the Professional Profile section is now completed, shown by icon and the Address section is in progress Step # 4 Complete Education section

Affiliate Membership Application Process Step # 5 Complete/edit Work Experience section Applicants are reminded that some societies have work experience requirements An end date is

16 Affiliate Membership Application Process Step # 5 Complete/edit Work Experience section Applicants are reminded that some societies have work experience requirements An end date is required for all positions, including the applicant s current position Step # 5a Entering Work Experience details Affiliate membership applicants are not directed to attest to their work experience

17 Affiliate Membership Application Process Step # 6 Select Society section A society is recommended based on the primary address provided in the Address section and natural society area Applicant may select the recommended society or search by name or country Step #6a Society Selection Confirmation

18 Affiliate Membership Application Process Step # 7 Reference section Three professional references are required unless the applicant has a reference from a regular member of their selected society, in which case two professional references are required Step # 7a Enter Reference contact information

19 Affiliate Membership Application Process Step # 7b Reference summary page Once the applicant saves the reference s name and address, the option to Send is made available The status of the reference can be o Sent Reference request has been sent, but the reference has not been completed, or o Reference Completed The Reference has been submitted and the Re/Send option is no longer available

Affiliate Membership Application Process Step # 7c Email sent to reference Step # 7d

20 Affiliate Membership Application Process Step # 7c sent to reference Step # 7d Completed Reference This is sent to the applicant each time a reference is completed

21 Affiliate Membership Application Process Application Summary Page The application is ready to submit Six of six sections required to submit the application have been completed A Submit Application button is shown

22 Affiliate Membership Application Process Application Submission Confirmation Confirmation of application submission Link to Manage Member and Society Applications where the applicant can review the status of their submitted application

23 Reference Process sent to Reference This is sent to the reference when the applicant chooses Send during the reference process This provides a link that takes the reference directly to the reference form Step # 1 Reference confirms whether or not they are a CFA Institute member If reference is not a CFA Institute member, they will immediately be taken to Step # 2

24 Reference Process Step # 1a If reference is a CFA Institute member, they will need to log in Step # 2 Reference confirms/enters their contact information If the Reference is a CFA Institute member, these fields will automatically populate If the Reference is not a CFA Institute member, they will need to enter their information

25 Reference Process Step # 3 Reference completes the reference form The Reference must select their Relationship to Applicant from a drop down menu The job duties field now contains a character counting tool Reference completed

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