Frequently Asked Questions2018-03-12T09:52:33+00:00

Frequently Asked Questions

Browse our list of Frequently Asked Questions. Each section includes appropriate quicklinks for your convenience.

Contact Us if you have any additional questions or concerns.

Frequently Asked Questions

Browse our list of Frequently Asked Questions. Each section includes appropriate quicklinks for your convenience.

Contact Us if you have any additional questions or concerns.

About CFA Society New York

Since 1937, CFA Society New York has provided the premier forum for the exchange of investment information among corporate executives and financial analysts, portfolio managers, and others involved in the investment decision-making process.

Our Mission & History

CFA Society New York is located at 1540 Broadway, Suite 1010, New York, NY 10036. Directions are available here.

CFA Society New York’s programs are held at midtown Manhattan locations. For specific venues and directions, visit the Upcoming Programs page, and CFA and Professional Development course pages.

You become a CFA Charterholder by passing each of the three levels of the CFA exam, and by then meeting certain work experience requirements. Visit our Become a CFA Charterholder page. Also, visit the CFA Institute website, or email CFA Institute at info@cfainstitute.org; CFA Institute administers the CFA exam, and awards the CFA Charter.

Membership

You need two sponsors to become a CFA Society New York member: one must be a Regular CFA Society New York member, the other should be your immediate supervisor. If you are self-employed, two Regular Members of CFA Society New York can sponsor you.

CFA Society New York Annual Dues

Regular Member (CFA Charterholder): $250

Professional Member: $250 (+ one-time $100 application fee)

Candidate Member: $100

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IMPORTANT: Registering with CFA Institute for the CFA exam, or with CFA Society New York for a CFA review course, does not qualify you for CFA Institute or CFA Society New York membership; you must apply separately for membership.

We Raise the Standards of the Investment Industry

CFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.

Unparalleled Access to a Network of Industry Leaders

Our members are chief investment officers, portfolio managers, and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of members are CFA charterholders. They are setting professional standards both here and abroad. With over 10,000 members CFA Society New York is the largest CFA society in the world.

CFA Society New York Leadership Groups

CFA Society New York’s active community of members has something for everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables, Research Groups, Committee and Thought Leadership Groups. They meet regularly to discuss the latest developments and help shape the conversation in the investment industry. Find your CFANY niche.

Exclusive Events

CFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial, enduring relationships, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. All members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities.

JOIN OUR COMMUNITY OF THINKERS, DRIVERS AND DOERS.

Become a Member

*CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

**Exceptions include events, where Chatham House Rule applies, or when other relevant restrictions are in place.

An individual whose membership in CFA Society New York has lapsed for FIVE years or less may reinstate it by requesting the reinstatement in writing, to CFA Society New York’s Membership Department. (An individual whose membership has lapsed more than five years must submit a new application and related paperwork.)

The individual will then receive a letter acknowledging his/her request to reinstate, an invoice for a full year’s dues plus a $50 reinstatement fee, and a Member Information Form, which must be filled out completely and signed. Note: CFA Society New York’s membership year runs June 1 – May 31; dues are NOT pro-rated.

Once CFA Society New York receives the completed Member Information Form and full payment, membership will be reinstated. CFA Society New York will also send the Member Information Form to CFA Institute for their records.

Besides attending CFA Society New York programs, courses and networking events, CFA Society New York members have the opportunity to serve on any of the 19 Leadership Groups, a great way to contribute to CFA Society New York while getting to know more of your peers and industry leaders.

Contact CFA Institute at (800) 247-8132 or (434) 951-5499, or email membership@cfainstitute.org. Once CFA Institute has processed your status change, they will notify both societies.

Visit the CFA Institute website for a list of societies in the US and abroad. For more information, contact the society directly, or contact CFA Institute at info@cfainstitute.org.

“Candidate Membership” is available if you have a Bachelor’s degree and are currently enrolled in the CFA program with more than one but less than four full years of acceptable professional work experience. Click here for more information.

The best way to change your address is to update your profile on the CFA Society New York website. Click here to update your record.

Alternatively, change of address may be sent to CFA Society New York:

Mail: 1540 Broadway, Suite 1010, New York, NY 10036
Fax: (212) 541-4677
Email: membership@nyssa.org

When sending changes to CFA Society New York, please include your full name, membership number, or as much information about your previous address as possible so we are certain to update the appropriate record.

The entire website is accessible to CFA Society New York members, as a member benefit. Certain pages require members to log in with a username and password. If you do not know your username and password, visit Our Login Page or contact the CFA Society New York office at 212-541-4530 for assistance.

The areas of the website that are available to members only include the ability to search the online Member Directory; free viewing of CFA Society New York TV videos; free access to the job postings, career development resources, and other web-based benefits.

You need two sponsors to become a CFA Society New York member: one must be a Regular CFA Society New York member, the other should be your immediate supervisor. If you are self-employed, two Regular Members of CFA Society New York can sponsor you.

CFA Society New York’s annual dues are $250, and there is a one-time application fee of $100.

IMPORTANT: Registering with CFA Institute for the CFA exam, or with CFA Society New York for a CFA review course, does not qualify you for CFA Institute or CFA Society New York membership; you must apply separately for membership.

We Raise the Standards of the Investment Industry

CFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.

Unparalleled Access to a Network of Industry Leaders

Our members are chief investment officers, portfolio managers, and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of members are CFA charterholders. They are setting professional standards both here and abroad. With over 10,000 members CFA Society New York is the largest CFA society in the world.

CFA Society New York Leadership Groups

CFA Society New York’s active community of members has something for everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables, Research Groups, Committee and Thought Leadership Groups. They meet regularly to discuss the latest developments and help shape the conversation in the investment industry. Find your CFANY niche.

Exclusive Events

CFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial, enduring relationships, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. All members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities.

JOIN OUR COMMUNITY OF THINKERS, DRIVERS AND DOERS.

Become a Member

*CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

**Exceptions include events, where Chatham House Rule applies, or when other relevant restrictions are in place.

An individual whose membership in CFA Society New York has lapsed for FIVE years or less may reinstate it by requesting the reinstatement in writing, to CFA Society New York’s Membership Department. (An individual whose membership has lapsed more than five years must submit a new application and related paperwork.)

The individual will then receive a letter acknowledging his/her request to reinstate, an invoice for a full year’s dues plus a $50 reinstatement fee, and a Member Information Form, which must be filled out completely and signed. Note: CFA Society New York’s membership year runs June 1 – May 31; dues are NOT pro-rated.

Once CFA Society New York receives the completed Member Information Form and full payment, membership will be reinstated. CFA Society New York will also send the Member Information Form to CFA Institute for their records.

Besides attending CFA Society New York programs, courses and networking events, CFA Society New York members have the opportunity to serve on any of the 19 Leadership Groups, a great way to contribute to CFA Society New York while getting to know more of your peers and industry leaders.

Contact CFA Institute at (800) 247-8132 or (434) 951-5499, or email membership@cfainstitute.org. Once CFA Institute has processed your status change, they will notify both societies.

Visit the CFA Institute website for a list of societies in the US and abroad. For more information, contact the society directly, or contact CFA Institute at info@cfainstitute.org.

“Candidate Membership” is available if you have a Bachelor’s degree and are currently enrolled in the CFA program with more than one but less than four full years of acceptable professional work experience. Click here for more information.

The best way to change your address is to update your profile on the CFA Society New York website. Click here to update your record.

Alternatively, change of address may be sent to CFA Society New York:

Mail: 1540 Broadway, Suite 1010, New York, NY 10036
Fax: (212) 541-4677
Email: membership@nyssa.org

When sending changes to CFA Society New York, please include your full name, membership number, or as much information about your previous address as possible so we are certain to update the appropriate record.

The entire website is accessible to CFA Society New York members, as a member benefit. Certain pages require members to log in with a username and password. If you do not know your username and password, visit Our Login Page or contact the CFA Society New York office at 212-541-4530 for assistance.

The areas of the website that are available to members only include the ability to search the online Member Directory; free viewing of CFA Society New York TV videos; free access to the job postings, career development resources, and other web-based benefits.

Continuing Education and CFA Review Courses

CFA Society New York offers evening and intensive review courses to help candidates prepare for all levels of the CFA exam. We also help to organize CFA study groups. Each Fall, we also offer finance and accounting courses to help candidates strengthen their core knowledge in preparation for their CFA exam studies. Visit our Courses page for more information or email us at studygroups@nyssa.org for additional information.

CFA Society New York offers a wide range of finance and investment  professional development courses throughout the year. These include evening classes, half-day courses, workshops on Private Wealth Management and more. More information can be found on our Professional Development page.

Events

A list and agendas of upcoming conferences, seminars and other investment and career development programs is available on our Upcoming Programs page, or refer to our Monthly SmartBrief Newsletter.

CFA Society New York programs are generally held at a location in midtown Manhattan. For more information on a specific program’s location, please visit the Upcoming Programs and select a specific program from the list. Location information is presented on each program page. Click here for directions to our program locations.

CFA Society New York offers webcasts of select programs and conferences. An archived webcast can be viewed for each of the industry conferences and topical conferences listed on the CFA Society New York TV page. All Industry Conference webcasts are free for CFA Society New York members.

Career Development and Job Search

CFA Society New York members have access to job postings through CFA Society New York’s Career Center.

CFA Society New York is committed to educating and informing investment professionals, which includes programs and services on job search skills. Our career services are described in the Career Center section and include :

  • Career Chats and other presentations on career development: visit the Career Programs page.
  • Monthly morning and evening networking events. Visit the Career Programs page.
  • Access to career coaches, resume writers, and professional “headshot” photographers.
  • CFA Society New York’s Job Center:
    • Free and confidential resume posting
    • Automated weekly email notifications of new job listings
    • Ability to save jobs for future review

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