Become a Regular Member of a Society
Each applicant seeking to become a Regular Member of the Bulgarian CFA Society shall be a Regular Member of CFA Institute and shall fulfill such other requirements as the Bulgarian CFA Society may impose consistent with the requirements established by CFA Institute. Regular Мembership due for the society is US$ 30.00 annually.
Please, note that becoming a member requires that you be sponsored by one CFA Charterholder or CFA Institute member and supervisor OR two investment professionals and supervisor. Click here for more information on sponsor requirements.
Please, contact our Membership Chair for more information by sending an e-mail to Mr. Alexandrov.
Requirements for Becoming an Affiliate Member
Each applicant for Affiliate membership of the Bulgarian CFA Society shall:
- Sign and submit a CFA Institute Member's Agreement, a CFA Institute Professional Conduct Statement, and any additional documentation requested by CFA Institute
- Hold a bachelor's degree from an accredited academic institution or have equivalent education
- Have one year of relevant investment experience
- Fulfill such other requirements as the society may impose consistent with requirements established by CFA Institute
- Be accepted by CFA Institute as an Affiliate member
Review of Applications for Membership
The Board of Directors of the BUlgarian CFA Society shall have the right to review all applications for membership in the society. In the event of disagreement concerning administration of Regular membership requirements, the society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of Regular membership provisions.
Membership in CFA Institute
Each Regular member of the Bulgarian CFA Society is also a Regular member of CFA Institute. Each Affiliate member of the Bulgarian CFA Society is also an Affiliate member of CFA Institute.
Maintaining Membership Status
To maintain membership, each individual shall
- Adhere to all applicable rules and regulations, including the Bulgarian CFA Society's Bylaws, the CFA Institute Articles and Bylaws, the Code and Standards, and other rules relating to professional conduct
- File a Professional Conduct Statement annually, unless excused as a recognized Retired member (see below)
- Pay membership dues
Retired Members
To qualify to become a Retired member of the Bulgarian CFA Society, each individual shall:
- Be a member of the society at the time of application for retired status
- Have been a member of CFA Institute for five years
- No longer be substantially engaged in the investment decision-making process for compensation
- Agree to the following:
- Notify CFA Institute if retirement status changes
- Be listed as Retired in the CFA Institute Membership Directory
- Waive the right to be guaranteed a transfer of membership to another society
Membership List and Member Records
The secretary shall keep a list of and make available to CFA Institute the names and addresses of all members of the society and such other records and information relating thereto as the board shall determine. The Board shall preserve its records and the records of its committees, with respect to each applicant and member, for such period as the board may determine.