Associate Membership

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

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


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