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Student Membership Application .pdf


Original filename: Student_Membership_Application.pdf
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Student Membership Application
Applicants are required to submit all of the following documents in order to be considered for
student membership:
• Completed Student Membership application, signed by a Professor of Finance, Business or
Economics at the college/university where the student is enrolled or by a CFA Dallas-Fort
Worth Charterholder member
• Copy of student ID;
• 200-500 word essay on importance of ethics in the conduct of business in the global
economy;
• $35 annual membership dues (credit card or check payable to CFA Society of Dallas-Fort
Worth)
Section A. Applicant Information:

Name___________________________________________________________
LAST

FIRST

M.I.

Address (current) _________________________________________________
City___________________________

State_________

Zip___________

Address (permanent) ______________________________________________
City___________________________

State_________

Zip___________

Email________________________________ Phone (____) _____-_________
Gender:

Male

Female

D.O.B. _____/_____/_____
mm

dd

yyyy

College/University_________________________________________________
Program of Study (Major, Degree) ____________________________________
Expected Graduation Date ____/________

Status:

Full Time

Part Time

Section B. Professor/CFA Dallas-Fort Worth Charterholder Authorization
I, ______________________________, a professor/CFA Dallas-Fort Worth Charterholder
member (please circle one), hereby recommend this student for membership in the CFA Society
of Dallas-Fort Worth. I certify that this student is enrolled in good standing at
_______________________________ (name of college/university).
Section C. Essay Question
Regular and Affiliate Members of CFA Dallas-Fort Worth must understand and comply with all
applicable laws, rules and regulations (including the CFA Institute Code of Ethics and Standards
of Professional Conduct) of any government, regulatory organization, licensing agenda, or
professional association governing their professional activities.
Please submit an original, typewritten essay of 200-500 words that describes the importance of
ethics in the conduct of business in the global economy. Please attach this essay to the
application.
Completed application should be sent to: CFA Society of Dallas-Fort Worth Attn: Student Membership
P.O. Box 820516, Dallas, TX 75382. Contact us with any questions: info@cfadfw.org or 214-363-3284.

Section D. Applicant Statement
I, _________________________, hereby affirm that I meet the criteria for student membership
and I have attached a copy of my valid, current student ID.
I assert that the typed essay included with this application is my own original work.
I understand that Regular and Affiliate members of CFA Dallas-Fort Worth and CFA Institute
must act with integrity, competence, diligence, respect, and in an ethical manner with the
public, clients, prospective clients, employers, employees, colleagues in the investment
profession, and other participants in the global capital markets. I understand that CFA DallasFort Worth expects me to follow these same guidelines in my academic and professional life.
I agree to comply with all applicable rules, bylaws and dues assessments.
_________________________________________
Signature

_____________
Date

Section E. Payment
Note: if your application is not accepted, your dues will be refunded.
I have enclosed a check in the amount of $35.00 made payable to CFA Society of DallasFort Worth
I authorize CFA Society of Dallas-Fort Worth to charge my credit card in the amount of
$35.00
Card Type: _____________________________________________
Name as it appears on Credit Card: __________________________
Credit Card Number: _____________________________________
Expiration Date: _________________________________________
Billing Address___________________________________________
City__________________ State______ Zip_______________
Signature of cardholder____________________________________
Section F: How did you hear about the CFA Dallas-Fort Worth Student Membership?
University Career Office
Student Organization
Career/Organization Fair
Ad in student newspaper
CFA Dallas-Fort Worth website
CFA Dallas-Fort Worth member
Other: _____________________________________

Completed application should be sent to: CFA Society of Dallas-Fort Worth Attn: Student Membership
P.O. Box 820516, Dallas, TX 75382. Contact us with any questions: info@cfadfw.org or 214-363-3284.


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