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22 Feb 2013 ... Send completed form to fax number: (202) 315-3332. Send completed form to fax number: (202) 315-3332. PAYMENT FORM. CFA Institute ...
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The CFA Institute is a global association of investment professionals, while CFA Society is a local chapter that focuses on promoting ethical and professional standards within the investment industry.
Investment professionals who hold the Chartered Financial Analyst (CFA) designation are required to file with the CFA Institute and their local CFA Society.
To fill out the required forms for the CFA Institute and CFA Society, professionals must provide information on their work experience, educational background, and adherence to the CFA Institute's Code of Ethics and Standards of Professional Conduct.
The purpose of the CFA Institute and CFA Society is to promote ethical and professional standards within the investment industry, provide education and networking opportunities for members, and support the ongoing professional development of investment professionals.
Information such as work experience, educational background, adherence to ethical standards, and professional conduct must be reported on the CFA Institute and CFA Society forms.
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