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Phoenix CFA Society > Membership > Sponsor Requirements

 Sponsor Requirements

One Regular CFA Institute member and the applicant’s supervisor, one of whom must be a member of the Society.  If the applicant cannot meet the supervisor requirement because s/he is the principal of the firm, a student, retired or self-employed; or if obtaining such sponsorship from a supervisor puts the applicant in a difficult professional position, then an additional sponsorship by a Regular Member of CFA Institute is required.

Sponsor Form (PDF)

 
     


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