Qualified students can enjoy most of the benefits and privileges of a Regular CFA Society Chicago Membership at a greatly reduced rate. Join CFA Society Chicago now as a Student Member, and jumpstart your career by building the practical skills, contacts and knowledge that will make you the candidate companies want to hire.
Discounted rate for most CFA Society Chicago luncheons and education events
Resources for students
Eligible to apply for Kimberly Paige Memorial Study Scholarship (includes one Kaplan Schweser prep-course package for each exam level)
Discounted Kaplan Schweser Study Packages and Instruction for CFA Exam
Assistance with Study Groups to better prepare for the CFA Exam
Opportunity to serve as a volunteer on any Advisory Group
Networking Opportunities with leading industry professionals
Student CFA Society Chicago membership dues are FREE ($60 underwritten by CFA Society Chicago)
Membership with CFA Institute not required
Online Application Checklist
To be accepted for membership, an applicant is required to submit the Student Membership Application, which must be signed by a Professor of finance, business or economics at the college/university at which the student is enrolled or by a CFA charterholder member.**
An undergraduate student enrolled full-time in a university/college, pursuing a bachelor’s of art or science degree or a graduate student, enrolled full or part-time, pursuing a master’s degree. PhD students are also welcome to apply.
Prepare and submit a typewritten, original 200-500 word essay on the importance of ethics in the conduct of business in the global economy.
Enclose a copy of the applicant’s current class schedule or unofficial transcript.
Agree to be bound by CFA Society Chicago’s Code of Ethics.
To Maintain Membership
To maintain a student membership, renewing student members must submit a Student Membership Renewal Application affirming their student status along with a copy of a current unofficial transcript or class schedule.
Student Membership Applications are processed at the end of each month by CFA Society Chicago’s Membership Engagement Advisory Group, with recommendation for approval by CFA Society Chicago’s Board of Directors.
*Regular, Affiliate, and Candidate members who pay full membership dues receive two (2) function tickets that can be used towards almost any CFA Society Chicago event. Retired members receive one (1) function ticket. Student members do not receive any function tickets.
** Your references can be from anyone of your choosing. Supervisor references are preferred but not required. Students only need one (1) sponsor — a Professor OR a CFA charterholder. Note: In order to waive the supervisor sponsor requirement, you must e-mail CFA Institute at firstname.lastname@example.org explaining why you are not submitting a supervisor sponsor. For a detailed description and definition of these requirements, please visit the CFA Institute website.