Steps to Becoming a Member

1. Apply for CFA Institute and Society membership
2. CFA Institute and Society review your application
3. Activate your membership once your application is approved

Review application tips | Apply for membership

What Happens When CFA Institute Receives Your Application?

• Upon receipt of your application, CFA Institute sends you an e-mail to forward to each of your two membership sponsors. The e-mail contains a link to the online form the sponsors must complete as part of your application.
• CFA Institute receives the information your sponsors submit in the online form, and CFA Institute make a member type recommendation (affiliate or regular) based on your sponsor forms and work experience details.
• Your complete application is then submitted to the local society you selected for their review and approval. The membership chair of Taiwan society send you the society membership application instructions by e-mail.  
• Once CFA Institute and the society approve your application, you will be notified by e-mail. 
• You may then activate your membership at any time by following the instructions in your e-mail notification. To activate you will need to pay member dues and file your Professional Conduct Statement.

This application process may take 8-10 Weeks. Apply now.

 

 

Firstly figure out your status.

 

A. you are already a CFA charterholder or a regular member of CFA Institute

 

Please follow the below procedure

 

1.     log in https://www.cfainstitute.org/finsecustomer_enu/start.swe and then follow the below instructions.

       1.1.      To add a society, please go down to “Membership”, then click “View Full Membership Informaiton”

                     or “Apply for society membership” (next to the Societies column).

The option there may be a bit different because everyone’s membership status is different.
– For those of you that already have a society membership, it may
show your society name there, to add the more societies, please
click “View Full Membership Informaiton”.

     – If not, the member can simply click “Apply for society membership”, then follow the steps afterwards.,

          1.2.      Click “Apply for Membership”

          1.3.       Click “Continue”         

          1.4.      Choose Taiwan from “country”,then click “go"

       1.5.  "CFA Association of Taiwan" will show in the column, then Click “Apply”

After submit, it takes normally up to 8 weeks for process and society approval. 

We will then see your application from the CFA Institute.
• Our membership chair will inform you some instruction to complete the application by e-mail.
• If you have new e-mail, please also update it on the website of CFA Institute.    

2.        Complete and send society membership application form to CFA Association of Taiwan ("CFA Taiwan").

2.1.        Complete the first page of society membership application form (as attachments)

2.2.        Return your completed society membership application form to president@cfatw.org by email and print the form out, sign, and send the form back to the mailing address of CFA Taiwan. 

 

Please find the following documents.

Society Membership Application documents for CFA Charterholder or Regular Member of CFA Institute

 

 

 

B. you are a CFA candidate and want to apply to be a CFA charterholder or a regular member of CFA Institute

1.                       Complete and submit the following documents on-line by click APPLY NOW.

1.1.               membership application form AND

1.2.               appropriate Sponsor forms.

 

2.                       In the process, choose CFA Association of Taiwan as your local society. 

3.                       Prepare to provide detailed work experience narrative  

4.                       Upon acceptance, submit dues payment and signed Professional Conduct Statement and Member's Agreement*

5.                       Complete and send society membership application form to CFA Taiwan.

5.1.               Complete society membership application form (as attachments)

5.2.               Return your completed society membership application form to president@cfatw.org by email and print the form out, sign, and send the form back to the mailing address of CFA Taiwan. 

 

 

 

*: Notification of acceptance may take several weeks.

 

Please do not send any payment with your application.

CFA Association of Taiwan entrance fee is NT500 and annual dues are NT$ 2300 for either Regular member or affiliate member (in addition to annual CFA Institute dues).

本會會員申請資格如下：

一、正式會員：為美國金融分析師協會(CFA Institute)之正式會員者，得申請為本會正式會員。

二、準會員：認同本會宗旨，並願參與本會會務者。

申請時應填具入會申請書，經理事會通過，並繳納會費*。

*會費包括：

入會費：新台幣500元，於會員入會時繳納；

以及常年會費：新台幣2,300元。

 

 

正式會員(會員代表)有表決權、選舉權、被選舉權與罷免權。每一會員(會員代表)均為一權。

準會員無前項權利。

 

 

會員應遵守下列義務：

一、按時繳納會費。未繳交年度會費者自動停權，於繳納完結時復權；

二、遵守本會章程、決議及規章；

三、遵守本會所頒行之職業守則；

四、服從本會之懲戒處分；

五、依本會之請求提供關於從業行為之資訊；

六、依本會之請求，於美國金融分析師協會懲戒程序中提供文件、作證及配合調查；及

七、維持在美國金融分析師協會之會員資格。

We DISCOURAGE candidate to apply for affliate membership of Taiwan society unless you already have the membership of CFA Insitute or you would like to pay the annual dues of CFA Institute for its membership.