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    Membership Reference Form - 9-28

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    zgreatscot
    This document is a reference form for an applicant to CFA Institute. The form collects information about the applicant and reference such as names, employment details, and relationship to the applicant. The reference is asked questions about the applicant's qualifications including their professional occupation, investment decision making role, and any conduct issues. The reference must sign and date the bottom of the form to certify the information provided.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Membership Reference Form - 9-28

    Uploaded by

    zgreatscot
    87 views1 page
    This document is a reference form for an applicant to CFA Institute. The form collects information about the applicant and reference such as names, employment details, and relationship to the applicant. The reference is asked questions about the applicant's qualifications including their professional occupation, investment decision making role, and any conduct issues. The reference must sign and date the bottom of the form to certify the information provided.

    Original Description:

    CFA Institute membership reference form

    Original Title

    Membership Reference Form_9-28

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    © © All Rights Reserved

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    This document is a reference form for an applicant to CFA Institute. The form collects information about the applicant and reference such as names, employment details, and relationship to the applicant. The reference is asked questions about the applicant's qualifications including their professional occupation, investment decision making role, and any conduct issues. The reference must sign and date the bottom of the form to certify the information provided.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    87 views1 page

    Membership Reference Form - 9-28

    Uploaded by

    zgreatscot
    This document is a reference form for an applicant to CFA Institute. The form collects information about the applicant and reference such as names, employment details, and relationship to the applicant. The reference is asked questions about the applicant's qualifications including their professional occupation, investment decision making role, and any conduct issues. The reference must sign and date the bottom of the form to certify the information provided.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    REFERENCE

    FORM
    Applicant to Complete
    CFA INSTITUTE IDENTIFICATION # SOCIETY APPLYING TO

    APPLICANT NAME
    PREFIX (CHECK ONE) Mr. Miss Ms.
    Mrs. Dr. Prof. Rev. Hon. FIRST (GIVEN) NAME MIDDLE NAME OR INITIAL LAST NAME (SURNAME OR FAMILY NAME)

    Reference to Complete
    EMPLOYMENT STATUS OF REFERENCE

    Employed part time Employed full time Student Unemployed Retired


    EMPLOYER NAME EMPLOYER NAME
    CFA INSTITUTE IDENTIFICATION # (IF APPLICABLE) PREFIX (CHECK ONE)
    Mr. Miss Ms. Mrs. Dr. Prof. Rev. Hon.
    REFERENCE NAME

    FIRST (GIVEN) NAME MIDDLE NAME OR INITIAL LAST NAME (SURNAME OR FAMILY NAME)

    BUSINESS NAME (IF APPLICABLE)

    MAILING ADDRESS LINE 1 ADDRESS LINE 2

    CITY STATE/PROVINCE COUNTRY ZIP+4/POSTAL CODE

    TELEPHONE FAX

    COUNTRY CODE AREA/CITY CODE LOCAL NUMBER EXTENSION COUNTRY CODE AREA/CITY CODE LOCAL NUMBER

    E-MAIL ADDRESS

    Based on your knowledge of the applicant, complete the following:

    1. Does the applicants primary full-time professional occupation meet the requirements of the work experience guidelines?
    Yes No

    2. Does the applicant spend at least 50 percent of their time directly involved in the investment decision-making process or in responsibilities that inform or add
    value to that process?
    Yes No

    3. Describe the applicants role in the investment decision-making process. The details you provide will help us understand the applicants qualifications.

    4. Do you know of any reason why the applicant should not be considered for membership due to professional character or conduct issues?
    No, this applicant should be considered for membership. Yes, I know of issues.

    5. Relationship to applicant: Colleague Supervisor Other Professional Reference

    References Agreement
    By signing below, I certify that the information provided is true and correct to the best of my knowledge.

    SIGNATURE DATE (DAY/MONTH/YEAR)


    Please allow up to 3 business days for processing.

    CFA INSTITUTE 915 EAST HIGH STREET CHARLOTTESVILLE, VA 22902, USA


    FAX: +1 (434) 951 5290 PHONE: +1 (434) 951 5499 USA AND CANADA: (800) 247 8132 E-MAIL: MEMBERSHIP@CFAINSTITUTE.ORG

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