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Local Society Members have access to the same benefits as regular members except for voting privileges. The Local Society Membership is solely a CFA Society Austin membership and does not include membership in the CFA Institute. This membership is intended for individuals who do not intend to pursue the CFA Charter or are candidates in the CFA Program and are not yet interested in joining the CFA Institute.

* APPLICATION TYPE:

YOUR INFORMATION

Title
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* First Name
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* Last Name
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Professional Designations Held
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EMPLOYER INFORMATION

Employer
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Job Title
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Street Address
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City, State, Zip Code
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Work Phone
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Work Mobile
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Work Email
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HOME INFORMATION

Street Address
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City, State, Zip Code
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Personal Mobile Phone
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Personal Email
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PREFERRED CONTACT METHOD

Preferred Phone
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Preferred Email
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EDUCATION

Highest Degree Completed, Year Graduated
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College or University
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PROFESSIONAL REFERENCES


Please list two professional references. One of the references must be a former or current supervisor / manager, or if self-employed, you may list a professional contact such as a client or peer in the financial community. The second reference must be a CFA charterholder, and preferably a member of CFA society Austin. If you are applying for a student membership, a college professor is an acceptable professional reference. Please ensure that the listed reference is aware that CFA Society Austin will be contacting him / her to validate your business relationship and ethics.

Reference #1 (Professional Reference).

First Name / Last Name
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Title
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Company
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Email
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Phone
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How do you know Reference #1?
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Reference #2 (CFA Charterholder).

First Name / Last Name
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Title
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Company
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Phone
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Email
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How do you know Reference #2?
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AFFIRMATION


I hereby assert that the facts as stated in this application are correct and complete, and I accept responsibility for their accuracy. If I am accepted, I further state that I have read, understand, and agree to comply with CFA Society Austin Articles of Incorporation, By laws, CFA Institute Code of Ethics, Standards of Professional Conduct, and Rules of Procedure from Proceedings Related to Professional Conduct, and other rules and regulations established by CFA Institute, as amended from time to time. I understand that my membership will be subject to suspension or revocation for violation of CFA Institute’s Rules and Regulations. I also agree to sign the Professional Conduct Statement every year that I renew my membership.


Please electronically sign this document by typing your name and date below:

Electronic Signature (Type First and Last Name)
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Today's Date
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