Q: How can I contact the CFA Society of St. Louis?
A: Please use the following link: http://www.cfa-stl.org/
Q: What if I want to speak at a CFA Society of St. Louis luncheon?
A: Please contact Joan Hecker at Joan_Hecker@sbcglobal.net or
314.569.0218 (Bus) 314.567.1101 (Fax) 888-822-4008 (Toll Free)
Q: What if I want to sponsor a CFA Society of St. Louis luncheon?
A: Please contact Joan Hecker at Joan_Hecker@sbcglobal.net or
314.569.0218 (Bus) 314.567.1101 (Fax) 888-822-4008 (Toll Free)
Q: How many guests typically attend the CFA Society of St. Louis luncheons?
A: The lunches typically have an audience of 30 to 50 people.
Q: How do I sign up for an event?
A: Please go to the following link http://www.cfa-stl.org/Lists/Events%20Calendar/
to find the event that you are interested in attending. Click on the event link, which
will take you to an informational page about the event. There will be a link on this
page to sign up for the event. Pre-registration and pre-payment are required to
attend an event.
Q: Is there a cancellation policy?
A: Yes, there is a cancellation policy. The policy is a cancellation must be made
72 hours in advance, or there will be no refund given.
Q: Who have been some of the speakers in the past?
A: Please click here the Events tab to see the historical schedule.
Q: What have others said about the CFA designation?
A: CFA: THE GOLD STANDARD
"The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a
specialized postgraduate finance degree, including a mixture of economics,
ethics, law, and accountancy. It is much liked by employers in financial services.
Whereas there are tens of thousands of finance degrees available around the
world, ranging from the excellent to the worthless, there is only one CFA, managed
and examined by an American association of financial professionals, the CFA Institute."
The Economist, 2/26/2005 Click here to see the full text of the article.
Q: How do I join the CFA Society of St. Louis?
A: The following link will direct you to how to join the society
http://www.cfa-stl.org/member/requirements/default.aspx .
Q: Do I have to have my CFA designation to join?
A: No. CFA candidates who have passed Level I of the CFA exam and have one year
of applicable professional experience may be eligible for Affiliate membership.
Complete details about each membership category is available at this link
http://www.cfa-stl.org/member/requirements/ .
You can upgrade from one membership category to another once you meet the
necessary qualifications.
Q: Do I have to join CFA Institute first?
A: The memberships generally occur simultaneously, as the same application is used
for both organizations. You cannot join the Society as Regular or Affiliate member
without also joining CFA Institute. However, Student membership and Guest status
do not require joining CFA Institute.
Q: How much does it cost?
A: Annual dues are $100 for Society Regular/Affiliate/Retirement membership.
Regular and Affiliate membership in the Society requires CFA Institute membership,
which costs $225 (Check with CFA Institute directly for any changes/increases to its
fees.) You should check to see if your employer covers these dues.
Q: How do I change my contact information with the Society?
A: Please contact the CFA Institute directly to update your contact information at
cfainstitute.org.
Q: I haven’t received any communications from the Society. Whom do I contact to
verify that my current contact information is on file?
A: Please contact Joan Hecker at Joan_Hecker@sbcglobal.net or
314.569.0218 (Bus) 314.567.1101 (Fax) 888-822-4008 (Toll Free)
Q: I am a member of another CFA Institute society and have just relocated to the
St. Louis area. How do I transfer my affiliation?
A: You will need to complete a status change form, which can be found on the
CFA Institute website.