To become a Student Member of the CFA Society Perth, an individual must be a current full-time student of an accredited institution.
Step 1: Complete Associate Membership Application form
Student Membership Form (.docx)
Student Membership Form (.pdf)
Step 2: Complete the Self-Test for the Standards of Practice Handbook If you have not yet passed Level 1 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 a completed and signed Reference Form with your application. A professional reference maybe provided by a University Professor or Supervisor, Co-Worker or other business relationship in the investment profession (eg from an internship)
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:
- Student Membership Application Form
- Copy of Resume
- Copy of University Statement of Academic record
- Reference Form
- 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 AUD25.
Please contact firstname.lastname@example.org