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MentorshipProgramGuidebook CalendarYear2018 CFA Society Cleveland Mentorship Program Welcome to the CFA Society of Cleveland mentorship program! You have made an important commitment by deciding to
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CFA Society Cleveland is a local chapter of the CFA Institute, a global association of investment professionals.
Members of the CFA Society Cleveland are required to file the necessary reports and documentation.
To fill out CFA Society Cleveland forms, members must provide accurate and up-to-date information about their financial activities.
The purpose of CFA Society Cleveland is to promote ethical and professional standards in the investment industry.
Members must report their investment activities, financial transactions, and any conflicts of interest.
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