• Upon receipt of your application, CFA Institute will send you an e-mail to forward to each of your two sponsors.  The e-mail contains a link to the online form the sponsors must complete as part of your application.

• Once we receive the information your sponsors submit in the online form, and we make a member type recommendation based on your sponsor forms and work history details.

• Your complete application is then submitted to CFA Society of Orange County for their review and approval.

• Once CFA Institute and CFA Society of Orange County approve your application, you will be notified.

• You may then activate your membership at any time by following the instructions in your e-mail notification. To activate you will need to pay your dues and file your Professional Conduct Statement.

How long will it take for my membership application to be processed?
The application process may take up to 8-10 weeks. Link here for membership application tips

When does my membership become active?
Once notified, you may activate your membership at any time by following the instructions in your e-mail notification. To activate you will need to pay your dues and file your Professional Conduct Statement.

Why is my application processed by CFA Institute, if I am applying for Associate membership?
Although Associate Members are not required to become members of CFA Institute, all applications and data are collected similarly.