Student Membership Fact Sheet


Prepare For Your Future With A CFA Society Of Austin Student Membership

Qualified students can enjoy most of the benefits and privileges of a Regular CFA Society of Austin Membership at a greatly reduced rate! Join CFA Society of Austin now as a Student Member, and jumpstart your investments career by building the practical skills, contacts, and knowledge that will make you the candidate companies want to hire!

What is the Chartered Financial Analyst (CFA) Designation?

First awarded in 1963, the CFA charter has become known as the gold standard of professional credentials within the global investment community. Employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis. The CFA Program is comprised of 3 levels – each culminating in an exam. One must past each level sequentially and fulfill other requirements of the program before earning the right to use the CFA designation.

What is CFA Society of Austin?

CFA Society of Austin is the premier investment society in central Texas, bringing together nearly 400 of the top professionals directly involved in investment analysis, including investment research analysts, investment counselors, portfolio and pension managers, economists, and educators. The talent and integrity of our members is recognized throughout the investment community, with the expertise and dedication of our members being sought by institutional and individual investors across the full range of economic and financial issues.

Benefits For Students

Membership provides you with opportunities for practical experience (think resume!) as well as access to valuable insight from industry experts (think networking!), The Preferred Student-Member rate of $50 per year which provides access to two presentations and one social event for free.

Student Membership

Student membership in the CFA Society of Austin is available to full-time undergraduate and graduate students at an accredited college or university deemed acceptable by the CFA Society of Austin Board of Directors (the Board). A student member who does not maintain the prerequisite college/university enrollment criteria will no longer be eligible for student membership. Once ineligible for student membership, an individual may remain as a student member until the end of the student membership year for which dues have been paid. A student member is limited to a term of not more than two years.

CFA Society of Austin Student Membership is valid for one year and must be renewed annually. The membership year runs from July 1st through June 30th of the following year. Student membership dues are $50 a year and are not pro-rated.

A student member is eligible to attend CFA Society of Austin events for free on a limited basis (can select up to two lunch presentations that are designated as student membership eligible and one social-networking event). After the allotted number, student members can still attend CFA Society of Austin events but would have to pay to attend such events at the non-member rate.

Student members cannot vote on CFA Society of Austin matters and cannot hold any office.

Student membership in CFA Society of Austin DOES NOT qualify an individual for membership in the CFA Institute or for future Regular or Affiliate membership in CFA Society of Austin.

Student Membership Application Process

To be accepted for membership, an applicant is required to: 1) submit the Student Membership Application, 2) submit a copy of the applicant’s current class schedule, transcript or current student ID, 3) submit payment for $50 membership dues, and 4) agree to be bound by the CFA Society of Austin’s Code of Ethics.

To maintain a student membership, renewing student members must submit a Student Membership Renewal Application affirming their student status, along with $50 membership dues.

Student membership applications are processed by the Membership Chair.

Criteria for membership

To be considered for Student Membership in the CFA Society Austin, the following criteria must be met:

  • be enrolled in a university/college as one of the following
  • a full-time undergraduate student pursuing a bachelor’s or art or bachelor’s of science degree
  • a university/college as a full- or part-time graduate student pursuing a master’s degree or Ph.D.
  • agree to be bound by the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Institute membership is not required for Student Membership in the CFA Society Austin. An individual may be a Student or Candidate member of the CFA Society Austin for a combined maximum of three years.

CFA Society Austin - Student Membership Application

CFA Society Austin - Professor Authorization Form


If you have any questions concerning the application requirements or process, email or call 713-375-2735.