Transfer of Membership

If you are a current member of another society or of CFA Institute, you need to submit a completed Status Change Form to CFA Institute.  You will need to log onto your CFA Institute account at the CFA Institute's web site to locate and download this form.

CFA Institute will forward your completed form to our membership chair for review, and he will present it to our Board for approval. Once the transfer has been approved, we will add you to the CFA MN membership list. If you are not a current member of another society or CFA Institute, you will need to contact CFA Institute about the reinstatement process and transfer of society membership. To transfer to CFA MN from another society, you must inform CFA Institute.