Hey Guys, I would have a question for you please: I passed Level 3 this afternoon! Yep I did it! What should I do to earn the CFA designation and become a CFA Charterholder? - Get 2 sponsors, I have one sponsor, and still looking for another one, anyone who will be interested, please? and then? what would be the next step? Thanks a lot guys, M.
Glad someone started this thread. Anyone know how to get a second copy of that CFAI sponsor e-mail, or to re-start the application process? I got the sponsor e-mail back in 2009, unfortunately it was deleted a long time ago. The CFAI membership website doesn’t offer much insight here. I put in a customer service request, but I have a feeling they are getting slammed today and will not get to my query anytime soon.
You first need to fill out an application for membership then after that you will need a two sponsors 1) your supervisor and 2) CFA Charterholder in the local society you are joining. After they vouch for you then cfai will review application approve or deny. If approved it will then go to the local society to approve or deny. If approved you will be a member either affiliate or regular.
I am stuck here as well. can’t even remember I have the sponser email during the bloody study time … dont know what to do
CFA Jay Wrote: ------------------------------------------------------- > You first need to fill out an application for > membership then after that you will need a two > sponsors 1) your supervisor and 2) CFA > Charterholder in the local society you are > joining. After they vouch for you then cfai will > review application approve or deny. If approved > it will then go to the local society to approve or > deny. If approved you will be a member either > affiliate or regular. tahnks for your reply. Does the supervisor need to be a CFA Charterholder? Thanks, M.
malek_bg Wrote: ------------------------------------------------------- > CFA Jay Wrote: > -------------------------------------------------- > ----- > > You first need to fill out an application for > > membership then after that you will need a two > > sponsors 1) your supervisor and 2) CFA > > Charterholder in the local society you are > > joining. After they vouch for you then cfai > will > > review application approve or deny. If > approved > > it will then go to the local society to approve > or > > deny. If approved you will be a member either > > affiliate or regular. > > > tahnks for your reply. > > Does the supervisor need to be a CFA > Charterholder? > > Thanks, > M. No, you only need one CFA Charterholder for a sponsor.
CFA Jay Wrote: ------------------------------------------------------- > malek_bg Wrote: > -------------------------------------------------- > ----- > > CFA Jay Wrote: > > > -------------------------------------------------- > > > ----- > > > You first need to fill out an application for > > > membership then after that you will need a > two > > > sponsors 1) your supervisor and 2) CFA > > > Charterholder in the local society you are > > > joining. After they vouch for you then cfai > > will > > > review application approve or deny. If > > approved > > > it will then go to the local society to > approve > > or > > > deny. If approved you will be a member > either > > > affiliate or regular. > > > > > > tahnks for your reply. > > > > Does the supervisor need to be a CFA > > Charterholder? > > > > Thanks, > > M. > > No, you only need one CFA Charterholder for a > sponsor. Cool! I already have a CFA Charterholder as a sponsor, so I have just to talk to my supervisor. He will have to write someting for my application as my sponsor did? by the way, sorry for my stupid questions;) Thanks again Jay, M.
malek_bg Wrote: ------------------------------------------------------- > CFA Jay Wrote: > -------------------------------------------------- > ----- > > malek_bg Wrote: > > > -------------------------------------------------- > > > ----- > > > CFA Jay Wrote: > > > > > > -------------------------------------------------- > > > > > > ----- > > > > You first need to fill out an application > for > > > > membership then after that you will need a > > two > > > > sponsors 1) your supervisor and 2) CFA > > > > Charterholder in the local society you are > > > > joining. After they vouch for you then > cfai > > > will > > > > review application approve or deny. If > > > approved > > > > it will then go to the local society to > > approve > > > or > > > > deny. If approved you will be a member > > either > > > > affiliate or regular. > > > > > > > > > tahnks for your reply. > > > > > > Does the supervisor need to be a CFA > > > Charterholder? > > > > > > Thanks, > > > M. > > > > No, you only need one CFA Charterholder for a > > sponsor. > > Cool! I already have a CFA Charterholder as a > sponsor, so I have just to talk to my supervisor. > He will have to write someting for my application > as my sponsor did? > > by the way, sorry for my stupid questions;) > > Thanks again Jay, > M. Both sponsors will answer the same questions on the application. there is not a differeence between supervisor and charterholder as far as that goes.
Follow up question. Do you need to become a member of the local society before asking your two sponsors to answer CFAI application?
CFA Jay Wrote: ------------------------------------------------------- > You first need to fill out an application for > membership then after that you will need a two > sponsors 1) your supervisor and 2) CFA > Charterholder in the local society you are > joining. After they vouch for you then cfai will > review application approve or deny. If approved > it will then go to the local society to approve or > deny. If approved you will be a member either > affiliate or regular. Thanks. How do they vouch for me? After I join the local society (NYSSA), do I specifically ask someone in the society to vouch for me? And how do they do that? Same for my supervisor, is there an form I need to give to my supervisor to sign? Does my supervisor has to write something or just sign? Thanks.
Hello Could I also add another question? I am a lecturer in a university. Am I right in thinking that I could ask the Dean of my faculty to be my supervisor? Many thanks.
sleepybird Wrote: ------------------------------------------------------- > CFA Jay Wrote: > -------------------------------------------------- > ----- > > You first need to fill out an application for > > membership then after that you will need a two > > sponsors 1) your supervisor and 2) CFA > > Charterholder in the local society you are > > joining. After they vouch for you then cfai > will > > review application approve or deny. If > approved > > it will then go to the local society to approve > or > > deny. If approved you will be a member either > > affiliate or regular. > > > Thanks. How do they vouch for me? After I join > the local society (NYSSA), do I specifically ask > someone in the society to vouch for me? And how > do they do that? Same for my supervisor, is there > an form I need to give to my supervisor to sign? > Does my supervisor has to write something or just > sign? Thanks. I believe that the CFAI reccommends that you contact the local society membership chair. I worked with a charterholder so I just asked him to be my sponsor. There is not a form. They will get an email and have to set up a username and password on the CFAI website similar to what candidates and memers have. Then fill out a few questions and that is it.
thanaset Wrote: ------------------------------------------------------- > Hello > > Could I also add another question? I am a > lecturer in a university. Am I right in thinking > that I could ask the Dean of my faculty to be my > supervisor? Many thanks. I think that would work…
CFA Jay Wrote: ------------------------------------------------------- > sleepybird Wrote: > -------------------------------------------------- > ----- > > CFA Jay Wrote: > > > -------------------------------------------------- > > > ----- > > > You first need to fill out an application for > > > membership then after that you will need a > two > > > sponsors 1) your supervisor and 2) CFA > > > Charterholder in the local society you are > > > joining. After they vouch for you then cfai > > will > > > review application approve or deny. If > > approved > > > it will then go to the local society to > approve > > or > > > deny. If approved you will be a member > either > > > affiliate or regular. > > > > > > Thanks. How do they vouch for me? After I > join > > the local society (NYSSA), do I specifically > ask > > someone in the society to vouch for me? And > how > > do they do that? Same for my supervisor, is > there > > an form I need to give to my supervisor to sign? > > > Does my supervisor has to write something or > just > > sign? Thanks. > > > I believe that the CFAI reccommends that you > contact the local society membership chair. I > worked with a charterholder so I just asked him to > be my sponsor. There is not a form. They will > get an email and have to set up a username and > password on the CFAI website similar to what > candidates and memers have. Then fill out a few > questions and that is it. Thanks. So if I know another CFA Charterholder, I could just ask him (not necessarily my colleague correct?) and my supervisor to be my sponsors? Does that mean I could skip the NYSSA (no need to pay their annual fees)? NYSSA membership chair doesn’t know me personally, so I don’t know how to ask him to be my sponsor. Once decided the sponsors, do I enter their email addresses on the CFA membership application form online and that’s how they will get the email from CFAI to fill out the few questions? Sorry for the dumb questions and thanks for your help.
sleepybird Wrote: ------------------------------------------------------- > Thanks. So if I know another CFA Charterholder, I > could just ask him (not necessarily my colleague > correct?) and my supervisor to be my sponsors? That is correct > Does that mean I could skip the NYSSA (no need to > pay their annual fees)? NYSSA membership chair > doesn’t know me personally, so I don’t know how to > ask him to be my sponsor. No I am pretty sure you cannot dodge that bullet. > Once decided the sponsors, do I enter their email > addresses on the CFA membership application form > online and that’s how they will get the email from > CFAI to fill out the few questions? Yes that is correct. > Sorry for the dumb questions and thanks for your > help. They are not dumb. I was in your shoes last year. Congrats
Thanks. What kind of questions do they ask the sponsors? Do you know? Related to work experience or personal characteristics in general? CFA Jay Wrote: ------------------------------------------------------- > sleepybird Wrote: > -------------------------------------------------- > ----- > > Thanks. So if I know another CFA Charterholder, > I > > could just ask him (not necessarily my > colleague > > correct?) and my supervisor to be my sponsors? > > That is correct > > > Does that mean I could skip the NYSSA (no need > to > > pay their annual fees)? NYSSA membership chair > > doesn’t know me personally, so I don’t know how > to > > ask him to be my sponsor. > > No I am pretty sure you cannot dodge that bullet. > > > > Once decided the sponsors, do I enter their > email > > addresses on the CFA membership application > form > > online and that’s how they will get the email > from > > CFAI to fill out the few questions? > > Yes that is correct. > > > Sorry for the dumb questions and thanks for > your > > help. > > They are not dumb. I was in your shoes last year. > Congrats
sleepybird Wrote: ------------------------------------------------------- > Thanks. What kind of questions do they ask the > sponsors? Do you know? Related to work > experience or personal characteristics in general? I know for sure work exp but I want to say personal char as well.
now i need to come out of hiding…i didnt tell anyone that I was doing the CFA, and now they need to sponsor…thats one uncomfortable chat tomorrow with my supervisor…
I do not know any CFA Regular Member to be my sponsor. Is asking the local society membership chair to be my sponsor difficult ? What do I need to send him ??
I’ve found the original email: Thank you for applying to CFA Institute and a member society. To complete your application, you must have two sponsors: one regular member of CFA Institute and your supervisor. Either the CFA Institute regular member or the supervisor must be a member of the society you selected. If you cannot meet the supervisor requirement, you may substitute another regular member of CFA Institute. View full sponsor requirements. Forward this e-mail to each of your sponsors with the following instructions: Sign into the CFA Institute sponsor page using your CFA Login. If you do not have a username/password you must create one then return to this email and click the sponsor page link again. If the link does not work, copy and paste the following into your browser: http://www.cfainstitute.org/finsecustomer_enu/start.swe?SWECmd=GotoView&SWEView=CFA+Sponsor+Form+Smart+Script+Player+View. Select either “Supervisor” or “Other” to identify your relationship to the applicant. Identify the applicant whom you are sponsoring by entering the following e-mail address: caroline.hedges@avivainvestors.com Complete the four sponsorship questions. If you have questions, please contact us.