Association of Investment Professionals in the Netherlands
My membership


​​Members of CFA Society Netherlands have made agreements with each other about how they want their professional association and educational institutes to operate. This is laid down in the articles of association, the internal regulations and various other regulations and policy documents.
In addition, members agree to adhere to the Code of Ethics and Standards of Professional Conduct​ as set forth by CFA Institute.
Articles of Association CFA Society Netherlands
The articles form the foundation of the association. These articles contain provisions on essential subjects such as the purpose of the association, the board and its powers, the membership, the management and the decision-making processes within the association. Deed of amendment to the articles which supplement the articles of the association.
Articles of Association Foundation VBA Opleidingsinstituut Morreau
The articles of Stichting VBA Opleidingsinstituut Morreau form the basis of this foundation. The articles contain important provisions about, among others things, the purpose of the foundation, the board, the decision-making processes and the representation.
Rules of Procedure
In the rules of procedure of the association some provisions from the articles of association are further outlined or detailed. The rules of procedure include provisions regarding the membership fee, the committees, continuing education and the use of designations and brands.
Conflict of Interest Policy
The Conflict of Interest Policy defines what a conflict of interest is and how and by whom it is assessed and, if necessary, acted upon.
Regulation Financial Committee
A financial committee is appointed in accordance with the articles of association. This financial committee checks the annual accounts and the accountability of the management board and reports to the general meeting on its findings. The financial committee regulations specify the task, working method and authority of the financial committee.
Regulations Complaints Committee
A complaints committee is appointed in accordance with the articles of association. The complaints committee is responsible to advise or in specific cases overrule the decisions of the board.
The board and the general meeting lay down rules in this regulation about the duties, powers, composition and working method of the complaints committee.
Regulations for the collective brand RBA and RMFI and certification mark CIOP
The RBA and RMFI collective brand rules and the CIOP certification brand rules regulate the use and supervision of respectively the collective RBA and RMFI service marks and the certification mark CIOP of CFA Society Netherlands.
Management regulations and Payment protocol
The board has appointed an executive director on the basis of the articles of association. The management regulations​ specify how the tasks, powers and responsibilities are divided between the board and the management of the association. The management regulations apply to both the association and the foundations. The payment protocol guarantees transparency and due care in invoicing and payments.
Role of the members' meeting
Amendments to the articles of the association, internal regulations and other regulations and policy documents must be approved by the general meeting of members. A general meeting is held at least once a year. The members' meeting approves the budget and adopts the annual report.
Here you can view the budgets and annual reports for the past three years as well as the minutes of the members' meetings held in the last three years.
Event Regulations
For events the following rules & regulations apply: i) our privacy policy, ii) our conference attendance terms and conditions, and iii) all stated underlying policies. 
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