CFA Society Sweden
Kungsgatan 8, 2 tr
111 43 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:
Charterholder Membership
For distinguished individuals who have demonstrated professional excellence by completing the CFA® Program.
Annual fee:
CFA Institute: US$299
CFA Society Sweden: US$50
Total: US$349
Key eligibility requirements
Completion of the CFA Program, 4,000 hours of eligible work experience and professional references.
Benefit highlights include
- Access to digital Financial Analysts Journal Refresher Readings, data resources and more.
- Member Compensation Study and senior-level career content.
- Access to the CFA Institute Career Library.
- Volunteer opportunities.
- Access to the Membership Directory.
- Add society membership to engage with local network
Professional Member
For experienced investment industry professionals who want to deepen their impact and stay current as the industry evolves.
Annual fee:
CFA Institute: US$299
CFA Society Sweden: US$50
Total: US$349
Key eligibility requirements
Completion of the CFA Program, 4,000 hours of eligible work experience and professional references.
Benefit highlights include
- Access to digital Financial Analysts Journal Refresher Readings, data resources and more.
- Member Compensation Study and senior-level career content.
- Access to the CFA Institute Career Library.
- Volunteer opportunities.
- Access to the Membership Directory.
- Add society membership to engage with local network
Associate Membership
For early career finance professionals who seek a foundation and access point into the investment industry and community.
Annual fee:
CFA Institute: --
CFA Society Sweden: SEK600
Total: SEK600
Key eligibility requirements
Current or past participation in a CFA Institute education program.
Benefit highlights include
- Member-only newsletters and learning content.
- Early access to Job Board listings, insights on compensation, and career tools.
- Access to early-career learning experiences, including member-exclusive webinars and workshops.
- Early career access to a members-only network through conferences, socials, and member meetups.
- Society membership also available in select markets.
Associate Local Membership
Local Membership provides access to Society programming, networking events, professional learning opportunities, and advocacy initiatives, complementing members' global CFA Institute membership with locally relevant engagement and support.
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.
Charterholder Membership
To qualify as a Charterholder member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:
To be eligible for this membership, you must complete the CFA Program, and 4,000 hours of eligible work experience in a minimum of 36 months. You will also be required to provide three professional references (or two if one reference is a professional member of the society to which you are applying).
Charterholder members have completed the CFA® Program and stand out across the globe as leaders who stay ahead of industry change. This membership demonstrates deep expertise, tenacity, ethics, and the highest professional standards.
*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 Charterholder member. In the event of a discrepancy, CFA Institute makes the final determination for Regular membership status.
Highlights of Charterholder membership
1. Use of the CFA® designation, a globally recognized mark of advanced investment expertise, professional credibility, and ethical leadership.
2. Shape the organization by exercising your voting rights.
3. Recognition as a trusted investment industry professional, with access to roles and opportunities where your deep expertise and ethics are highly valued.
4. Leadership in a worldwide community of acknowledged experts shaping the future of finance together.
5. Connection to advanced research and academic learning to inform and refine your judgment and practice.
Sponsorship requirement
Every person applying for Membership as Charterholder or Professional 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 Requirements
When you apply for membership, you will be asked to provide professional references and to describe your current and prior job responsibilities that demonstrate qualified work experience.
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.Â
Read more about CFA Institute Memb​ership >
Application resources
Use these resources to help you assess your eligibility and understand materials required for submission.
 Learn moreÂ
Qualifying work experience
Assess if your current and past job responsibilities meet the qualifications for professional or charterholder membership.
 Learn moreÂ
Professional Membership
Professional membership is tailored to connect mid-career and senior investment industry professionals to the CFA Institute community, brand, and resources to deepen your impact and stay current as the industry evolves.
To qualify as a Professional Member of CFA Institute and CFA Society Sweden, an investment professional must meet all of the criteria listed below:
Who is eligible for Professional Membership?
- Hold a bachelor’s degree or equivalent education.
- Have 4,000 hours of professional work experience.
-
Receive a passing score for one of the following:
- Level I CFA® exam
- CIPM® Program Level II Exam
- RBA Netherlands exam
- Self-administered Standards of Practice exam
- Alternatively, hold the ASIP designation.
Highlights of Charterholder membership
1. Connection to a diverse group of mid-level and senior investment industry professionals across markets, roles, and regions.
2. Sustain and grow your career as the industry evolves, deepen your current role, and explore new professional paths.
3. Receive practical learning and resources tailored to the skills and perspectives in demand in the industry now.
Application resources
Use these resources to help you assess your eligibility and understand materials required for submission.
 Learn moreÂ
Qualifying work experience
Assess if your current and past job responsibilities meet the qualifications for professional or charterholder membership.
 Learn moreÂ
Sponsorship requirement
Every person applying for Membership as Charterholder or Professional 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 Memb​ership >
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.