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CFA Institute Goal

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August 2020

The New Membership Application is Live!

Changes to the application platform and process have been made to support the new work experience calculations and streamline the operations of your membership management process.

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We have transitioned all membership data and management of this data from Society Portal to our updated platform allowing you to view and manage data in Salesforce.

Changes applicants will see:

  • Work experience requested in both hours and months to support the new work experience calculation.
  • A more intuitive application submission process.
  • New streamlined appearance and functionality.

Changes societies will see:

  • Required society review of affiliate membership applications.
  • Member applicant data available earlier in the process with the intuitive new review tool for managing society application reviews.
  • Operational efficiencies around using ONE database with the integration of application reports in Salesforce.

For detailed information on the resulting process changes, view the Membership fact sheet. Training resources for the new application are also available on the Society Center.

If you need access to review applications for your society, please contact your Society Relations Manager to obtain access to the new society review tool.

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