CFA Society Sweden
Brunnsgatan 21 A, 3 tr
111 38 Stockholm
Sweden
email: info@cfasweden.se
Membership
CFA Society Sweden is designated by CFA Institute as the local Swedish membership society and membership in CFA Society Sweden is the natural choice, following from membership in CFA Institute. In addition, candidates to the CFA programme and other programs offered by CFA Institute can become candidate members. Local memership is available for those who have passed relevant educational programs proposed by CFA Institute and/or have acquired the relevant professional experience but do not wish to join CFA Institute as a member.
Why join?
Support our vision
By joining CFA Society Sweden you support our Vision to become the leading organization in setting and maintaining the highest Ethical and Professional standards in the Swedish investment community.
A mark of integrity
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.
Continued learning
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.
Networking
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.
Candidate Support
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.
Volunteer opportunities
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!
How to join?
CFA Society Sweden is an association for Investment Professionals. Many of our members are also CFA Charterholders or Candidates in the CFA Program. It is, however, not at all a requirement for membership in CFA Society Sweden. What we do require is that you have applicable work experience (except Candidates), and that you are willing commit to the highest ethical and professional standards. We currently offer four membership classes:
Regular Membership
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
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
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
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: SEK 600
Total: SEK 600
Light Membership
Light 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
Membership in CFA Institute
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 >
Status Change
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.
Regular Membership
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.
Benefits & dues
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.
Sponsorship requirement
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.
Application Process
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.
Read more about CFA Institute Membership >
Affiliated Membership
To qualify as an Affiliate Member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:
- The applicant must be engaged in an acceptable field of work as determined by the Board of CFA Society Sweden*.
- Fulfill the sponsorship requirements detailed below.
- Agree to adhere to and sign the yearly Member's Agreement and Professional Conduct Statement.
*Acceptable professional work experience is defined as activities which consist primarily of at least one of the following:
- Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments, which include but are not limited to:
- publicly traded and privately placed stocks, bonds, mortgages and their derivatives,
- commodity-based derivatives,
- mutual funds,
- other investment assets, such as real estate and commodities, if these other investment assets are held as part of diversified, securities-oriented investment portfolios.
- supervising directly or indirectly those who practice such activities.
- teaching such activities.
Once an applicant is approved for Affiliate membership by a society, the applicant will automatically become an Affiliate member with CFA Institute.
Benefits & dues
Affiliate Members receive the same benefits as Regular Members (see above) except the right to hold office, chair a committee, act as a sponsor for membership or vote (both in CFA Institute & CFA Society Sweden).
The cost is US$325/year, including US$275 for CFA Institute membership and US$50 for CFA Society Sweden membership.
Sponsorship requirement
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.
Application Process
Complete the membership application online to begin the process.
AND
Submit a copy of the above application forms together with a full Resume/CV and/or other evidence of professional organization credentials to info@cfasweden.se
Application processing and dues collection for Affiliate Members is handled by CFA Institute in Charlottesville, VA, USA with input from CFA Society Sweden.
Read more about CFA Institute Membership >
Local Membership
To qualify as an Local Member of CFA Society Sweden, you must meet all of the criteria listed below:
- The applicant must be engaged in an acceptable field of work as determined by the Board of CFA Society Sweden*.
- The applicant must have completed a relevant professional educational program**.
- Agree to adhere to and sign the yearly Member's Agreement and Professional Conduct Statement.
* Acceptable professional work experience for local members consists in being engaged or seeking to engage in a firm involved in investment activities or in a role which involves investment activities or regular contact with investment professionals.
** Relevant professional educational program includes the level I of CFA, level II of CIPM or the completion of the Certificate in ESG Investing. Equivalent professional educational programs may be considered relevant upon review by the Board of CFA Society Sweden.
Local membership is not a replacement for Regular Membership and is not sufficient to complete the requirements for CFA Charterholders. Local members who wish to become Regular Members must complete the application for Regular Membership on the platform of CFA Institute as described above.
The Board of CFA Society Sweden will review your application and grant your membership status if you are eligible.
Benefits & dues
Local membership grants access to the local benefits.
The cost is SEK600 per year.
Application Process
Candidate Membership
To qualify as an Candidate Member of CFA Society Sweden, you must meet all of the criteria listed below:
- The applicant must currently be enrolled in the CFA or CIPM program or registered to take the Certificate in ESG Investing.
- Agree to adhere to and sign the yearly Member's Agreement and Professional Conduct Statement.
Candidate Membership is only valid while the member is enrolled in one of the programs listed above. After the program is completed, or if the candidate choses not to complete the program, Candidate Members may apply for Local Membership provided they qualify for the requirements listed above.
The Board of CFA Society Sweden will review your application and grant your membership status if you are eligible.
Benefits & dues
Candidate membership grants access to the local benefits.
The cost is SEK600 per year.
Application Process
Light Membership
To qualify as a Light Member of CFA Society Sweden, you must meet all of the criteria listed below:
- The applicant do not need to be enrolled in the CFA or CIPM program or registered to take the Certificate in ESG Investing.
- Agree to adhere to and sign the yearly Member's Agreement and Professional Conduct Statement.
The Board of CFA Society Sweden will review your application and grant your membership status if you are eligible.
Benefits & dues
Light membership grants access to some of the local benefits:
Access to online events & maximum two in-person events
The cost is SEK600 per year.