To become an Associate Member of the CFA Society Perth, an individual shall have, or be in the process of obtaining, a bachelor’s degree or equivalent from an accredited institution and demonstrate a strong commitment to the finance profession and the values embedded in CFA Code and Standards.
Step 1: Complete Associate Membership Application form
Associate Membership Form (.docx)
Associate Membership Form (.pdf)
Step 2: Complete the Self-Test for the Standards of Practice Handbook
If you have not yet passed Level I of the CFA exam, one of the requirements for Local Society membership is that you take and pass the Self-Test for the Standards of Practice Handbook. Click here to take the test.
If you do not already have a CFA Institute ID number, you may enter any number you choose in this login screen. After downloading and reading the Handbook PDF, click the “Voluntary Self-Test” link to take the public version of the Ethics Exam. You may take the exam multiple times. Upon completion of the self-test the website shows your passing results. Please print this screen (or save it as a jpg or pdf) and include it with your membership application.
Step 3: Two Reference Forms to be completed
Please submit two completed and signed Reference Forms with your application. Professional references may be provided by a Supervisor, Co-Worker or other business relationship.
Society Reference Form (.docx)
Society Reference Form (.pdf)
Step 4: Submit documentation as per the Application Checklist
The following paperwork is required to be submitted:
- Associate Membership Application Form
- Copy of Resume
- Copy of University Degree
- 2 Reference Forms
- Printed proof of passing either Level I or the “Self-Test for the Standards of Practice Handbook”
Please send to email@example.com.
Step 5: Review and payment of membership dues
The Society will review your application and contact you within 1-2 weeks. Once approved, you will be required to pay annual membership dues of AUD125.
Please contact firstname.lastname@example.org