When you apply for membership you will receive an e-mail containing a link to the online sponsor form which sponsors must complete as part of your application; forward this e-mail to the appropriate individuals.

Regular and Affiliate Membership Applicants

• A regular member (not an affiliate member) of CFA Institute, whose membership status is currently active

• Your supervisor

At least one of these individuals must be a regular member of the CFA Society of Orange County. If the supervisor requirement cannot be met because you are the principal of the firm, a student, retired, or self-employed, or if providing a supervisor sponsor places you in a difficult professional position, then an additional sponsorship by a regular CFA Institute member is required.

Associate Membership Applicants

•  Two regular members(not an affiliate member)of CFA Institute, whose membership status is currently active