To Prepare and Submit an Application

• Click here for CFA Minnesota membership application and instructions (Word format) (PDF format).
• Click here for the CFA Institute's Standards of Practice Handbook.  After downloading and reading the Handbook, click the "Self-Test" link to take the public version of the Ethics Exam.  Note:  CFA Institute members take the Ethics Exam as part of the CFA Institute process; this link is for non-institute CFA members.

If you have additional questions regarding membership with CFA Minnesota, please contact the Society office at 612-317-2888 or jay.c.alexander@ampf.com. Please allow 6 to 8 weeks for processing.

To Check Status of Application

• To check the status of your CFA Institute application, please visit https://www.cfainstitute.org/programs/private/canservices/
  memberrequest/view/status.aspx.
  Note: You will need your CFA Institute number and password to access this data.
• To check the status of you CFA Minnesota application, please send an email to membership@cfamn.org.

 To Renew your Local-Only Membership

• Complete this FORM and return to the CFA Society of Minnesota, either via email or mail to the address on the form.
• To renew your membership online you will be directed to the CFA Institute registration portal when you choose the appropriate link below.  You will need to log in with your Institute ID and Password.  If you don't yet have one, please create one by simply registering with your First and Last Name and a valid email address.  It will appear as if you are registering for an event.
• Pay online by clicking your appropriate membership link below, or include a check with the form if you choose to mail it.
• $95.00 for Regular Local members
• $75.00 for Retired Status or Non-Primary members
• $25.00 for Student members