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 Membership Types and Requirements

Membership Types and Requirements

      Regular membership in CFA Institute is required for award of the CFA charter, so regular membership is recommended for candidates in the CFA Program. To qualify for regular membership, you will need to have 48 months of acceptable professional work experience in investment decision making. You must also pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination as part of the activation process.

·   Affiliate membership is recommended for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership. Active membership in both CFA Institute and a local society is required.

·   Adjunct membership is recommended for local investment, capital market and finance professionals interested in joining our society.  This category is intended for those professionals who are only interested in local Society membership, have no intention of pursuing the CFA charter or are not yet prepared to join the CFA Institute.

·   Student membership is offered to local students attending university and up to one year post graduation.

 Welcome

Once you are approved for CFA Columbus membership, you will receive a Welcome email and be added to our event distribution list.  We will add a new member ribbon to your event badge so that existing members will recognize you at our society events.

 Membership Applications

CFA Columbus Memberships

Adjunct membership - applications can be accessed HERE.  Submission of professional references and a Professional Conduct Statement are required for membership.  Please review the following links before signing the Professional Conduct Statement.·       

   Student membership - applications can be found HERE. Submission of professional references and a Professional Conduct Statement are required for membership.  Please review the following links before signing the Professional Conduct Statement

 

Memberships through CFA Institute and CFA Columbus: 

 Regular and affiliate membership applications are submitted online through your CFA Institute account. The application is for membership in CFA Institute and a CFA Institute member society. You will have the opportunity to select CFA Society Columbus as your society during the application process. Professional references are required as part of the application process.

 

 Existing CFA Institute members can apply for regular or affiliate membership in CFA Society Columbus online through your CFA Institute account.

   CFA Columbus By laws

   CFA Institute Code of Ethics & Standards of Personal Conduct 

   CFA Institute Rules of Procedure from Proceedings Related to Professional Conduct

 Annual Dues

Annual Dues

Once approved by CFA Institute and/or CFA Society Columbus, Regular and Affiliate members will need to activate new membership by paying annual dues. If you are joining CFA Institute, you will also need to submit the Professional Conduct Statement.  

 Adjunct members can pay dues by clicking on the PayPal link:

Student members can pay dues by clicking on the PayPal link: