Regular Membership
We recommend regular membership for candidates in the CFA program. The application process has three phases and typically takes several weeks to be approved. Regular membership requires:
- A bachelor's degree or equivalent education/work experience.
- A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
- 48 months of professional work experience in investment decision making
- 3 professional references
- Local CFA Society membership (optional but strongly encouraged)
Affiliate Membership
We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or have not yet met the requirements for regular membership. Affiliate membership requires: