CFA SOCIETY CALGARY CANDIDATE MEMBERSHIP APPLICATION

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* 1. Name

First Name

Last Name

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* 2. Home Address

Address

Address 2

City/Town

Province

Postal Code

Country

Email

Cell Number

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* 3. Education

University Name

Degree Earned

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* 4. Other Designations (Select all that apply.)

CPA

CA

CMA

CFP

P. Eng

Other (please specify)

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* 5. Are you or have you ever been enrolled in the CFA Program?

Yes

No

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* 6. Candidate ID #:

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* 7. Current CFA Exam Level

Level 1

Level 2

Level 3

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* 8. Exam Date:

Date / Time

Date

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* 9. Member Agreement

I hereby agree as follows:

1) I have read, understood and agree to comply with CFA Institute’s Code of Ethics, Standards of Professional Conduct, Rules of Procedures Related to Professional Conduct, Candidate Responsibility Statement, and other rules and regulations established by CFA Institute (Rules and Regulations) as amended from time to time;

2) I have read and will adhere to CFA Society Calgary Bylaws and other rules and regulations established by the Society;

3) I agree to pay annual dues upon submission of my application; and

4) I will advise CFA Society Calgary promptly of any change in my employer and/or my contact information.

I affirm that all information provided by me herein is truthful and complete, and agree to notify CFA Society Calgary of any material changes to this information.

Yes

No

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* 10. Annual Dues = $50.00 per membership year July 1 – June 30. Dues are not prorated. If joining in the last quarter (April 1 – June 30) dues shall be paid in full for the following membership year.

I understand that once my application has been reviewed and approved I will receive an invoice for $50 plus GST and that payment will be due upon receipt. Failure to pay annual dues on time may result in membership being revoked.

I also understand it is my responsibility to keep my information up to date with the CFA Institute.

Any questions regarding this application should be directed to admin@cfacalgary.com.

I have read and understood the above.

Applications are typically approved within 2-3 business days. You will receive an invoice for your membership dues within 2 weeks of approval.