As a Member Society of CFA Institute it is our Mission to promote the CFA Institute Code of Ethics and Standards of Professional Conduct in Sweden. Since we require all our members to sign a yearly Members Agreement & Professional Conduct Statement, membership in CFA Society Sweden is in itself a mark of integrity.

CFA Society Sweden offers seminars on topics relevant to investment professionals, with focus on financial theory & "tools of the trade", rather than company presentations.

Regular and Affiliate Members also have access to CFA Institute Conferences Worldwide and Publications such as Financial Analysts Journal and CFA Magazine.

Through CFA Society Sweden’s seminars, courses and (not least) social events such as regular Pubs and the annual Charter Award Ceremony you will meet other experienced professionals from all walks of the investment industry. The forum is collegial rather than competitive in nature, related but parallel to your professional agenda — a perfect environment for networking.

One of CFA Society Sweden's top priorities is to provide support for our CFA Program Candidates. Our efforts in this area feature providing Society Scholarships, lending curriculum books through the CFA Society Sweden Library, holding Trial Exams ahead of the actual exam date, facilitating the formation of Study Groups and providing Review Courses.

CFA Society Sweden is a not-for-profit organization where most work is done on a volunteer basis through our different committees. As a member of CFA Society Sweden you have the opportunity to distinguish yourself by serving on one of our committees. This work connects you to the CFA Institute international network, puts you in contact with renowned speakers, teachers and practitioners worldwide and gives you a platform to make a difference!

Regular Membership is available to those who qualify as Regular Members of CFA Institute. It is a requirement for CFA and CIPM Charterholders.

Annual fee:
CFA Institute: US$270
CFA Society Sweden: US$50 Total: US$325

Affiliated Membership is available to those who qualify as Affiliated Members of CFA Institute.

Annual fee:
CFA Institute: US$270
CFA Society Sweden: US$50
Total: US$325

Local Membership is available to those who fulfil the eligibility criteria set by the Board of CFA Society Sweden and do not wish to be member of CFA Institute.

Annual fee:
CFA Institute: --
CFA Society Sweden: SEK600 Total: SEK600

Candidate Membership is available to those who are currently enrolled in the CFA or CIPM Program or ESG Certificate and do not wish to be member of CFA Institute.

Annual fee:
CFA Institute: --
CFA Society Sweden: SEK600 Total: SEK600

We are a member society of CFA Institute for a reason. We share the values that CFA Institute stand for and we see great benefits in being part of a truly global network.

Membership in CFA Institute also gives you access to an attractive package of benefits, all designed to advance your career as an investment professional.

Read more about CFA Institute Services...

If you are already member of CFA Institute and want to change from another Society to CFA Society Sweden, or if you want to add CFA Society Sweden click here.

To qualify as a Regular member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:

• Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
• Passed Level I of the CFA exam or such other appropriate examination as approved by the Board of Governors of CFA Institute.
• Have at least 4,000 hours of relevant experience*, completed in a minimum of 36 months.
• Fulfill the sponsorship requirements detailed below.

or

• Passed the Self-Administered Standards of Professional Practice Examination.
• Have at least 4,000 hours of relevant experience*, completed in a minimum of 36 months.
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
• Fulfill the sponsorship requirements detailed below.

*According to CFA Institute, qualified hours must be directly related to the investment decision-making process or producing a work product that informs or adds value to that process.

Both CFA Institute and a national society must agree to accept an applicant as a Regular member. In the event of a discrepancy, CFA Institute makes the final determination for Regular membership status.

In addition to all local benefits, Regular Members receive the following benefits: Financial Analyst Journal, CFA magazine, Member Directory, CFA Digest, Conference proceedings among other CFA Institute Services.

Regular Members in Good Order are allowed to hold office, act as a sponsor for membership and vote at Annual Members Meetings.

The cost is US$325/year, including US$275 for CFA Institute membership and US$50 for CFA Society Sweden membership.

Every person applying for Membership as Regular or Affiliate Member must be sponsored by one CFA Institute Regular Member and the applicant’s Supervisor, one of which must be a member of the national 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 CFA Institute member is required.

If a membership application to CFA Society Sweden is occurring as a result of a transfer from another society, the sponsorship requirement is waived.

Complete the membership application online to begin the process.

Application processing and dues collection for Regular Members is handled by CFA Institute in Charlottesville, VA, USA with input from CFA Society Sweden. 

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