One CFA Charterholder and the applicant’s supervisor, one of which must be a member of the Society. If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, self-employed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a Regular Member of CFA Institute is required.
Sponsor Form (PDF)
Dues
Regular/Affiliate/Retired membership dues for the society are US$50.00.