CFA Tampa Bay

Setting the standard for the investment community in the Tampa Bay Area

 

The investment community in the Tampa Bay, Florida area


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CFA Tampa Bay is now offering Student Membership.  Student Membership is offered to

  1. Undergraduate students, enrolled full-time in a university/college, pursuing a bachelor’s degree, and;
  2. Graduate students, enrolled full or part time, pursuing a masters degree. PhD students are also welcome to apply.

A student member who does not maintain the prerequisite college/university enrollment criteria will no longer be eligible for student membership. Once ineligible for student membership, an individual may remain as a Student Member until the end of the student membership year for which dues have been paid.

The CFA Tampa Bay society Student Membership is valid for one year and must be renewed annually. The membership year runs from July 1st through June 30th the following year. Student membership dues are $50 a year and are not pro-rated.

Student members of CFA Tampa Bay have access to the CFA Tampa Bay website including job postings, CFA Tampa Bay society newsletters and event notifications, and may attend CFA Tampa Bay events for a Student Member rate of $10. (Student members will be eligible for the regular member rate for events which do not qualify for the $10 rate.)

 Student membership in CFA Tampa Bay does not qualify an individual for membership in the CFA Institute or for future Regular or Affiliate membership in the CFA Tampa Bay.

Student Member Application Process
To be accepted for student membership, an applicant is required to

  1. Submit the Student Membership application, which must be signed by a Professor/Associate Professor of finance, business or economics at the college/university at which the student is enrolled,
  2. Prepare and submit a typewritten, original 200-500 word essay on the importance of ethics in the conduct of business in the global economy,
  3. Enclose a copy of the applicants current student ID card,
  4. Enclose $50 student membership dues, payable by check to CFA Tampa Bay, and,
  5. Agree to be bound by the CFA Tampa Bay Code of Ethics.

To maintain a student membership, renewing student members must submit a Student Membership
Renewal Application with Professor/Associate Professor signature affirming their student status, along with $50 membership dues and an updated copy (as applicable) of their student ID.

Student Membership Applications are processed each month by the Membership Committee, with
recommendation for approval by the Board of Directors.

Student Membership Application form