會員權利

1. Career Counseling Receive one –to-one career and job search advice from senior CFA charterholders.

2. Taiwan Securities and Investment Trust License Waiver For those with CFA charterholder, one can get Taiwan license without taking Taiwan exam.

3. Social and Career Networking Event Throughout the year important events are held for members, providing local and global networking opportunities.

4. Annual Dinners Complimentary invitations to the annual CFA Members’ Dinner, a Taiwanese recipient, who has significantly contributed to the industry, will receive CFA Taiwan Award. The dinner is attended by recognized speakers.

5. Mentoring Program For those members interested in having a mentor, we can provide one.

6. Poll Results For those who participate in our polls via online, they can find out the results, including salary survey, forecast survey, etc.

7. Monthly Happy Hour New candidates and members gather together on a monthly basis to casually meet-up and share their stories informally, and stay connected with each other.

8. Access to Networks and Programs Regular events with other organizations associated with university alumni associations and other professional organizations are held—CFA members have access to these events.

 

本會會員申請資格如下

一、正式會員:為美國金融分析師協會(CFA Institute)之正式會員者,得申請為本會正式會員。

二、準會員:認同本會宗旨,並願參與本會會務者。

申請時應填具入會申請書,經理事會通過,並繳納會費*。

*會費包括:

入會費:新台幣500元,於會員入會時繳納;

以及常年會費:新台幣2,300元。

正式會員(會員代表)有表決權、選舉權、被選舉權與罷免權。每一會員(會員代表)均為一權。

準會員無前項權利。

 

會員應遵守下列義務

一、按時繳納會費。未繳交年度會費者自動停權,於繳納完結時復權;

二、遵守本會章程、決議及規章;

三、遵守本會所頒行之職業守則;

四、服從本會之懲戒處分;

五、依本會之請求提供關於從業行為之資訊;

六、依本會之請求,於美國金融分析師協會懲戒程序中提供文件、作證及配合調查;及

七、維持在美國金融分析師協會之會員資格。