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 Benefits of Society Membership

  • Career Assistance (access to job opportunities, career resources and job fairs)
  • Access to exclusive CFA Society Okanagan Member-Only and other events
  • Networking and volunteering opportunities
  • Access CFA Charter Continuing Education resources 
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational local programs

 Regular & Affiliate Membership

Regular Membership with CFA Institute and CFA Society Okanagan

Suitable for those who are CFA Charterholders and electing to select CFA Society Okanagan as your local Society.

Click here to apply and/or renew your regular membership.

Affiliate Membership with CFA Institute and CFA Society Okanagan 

For investment professionals who do not meet the eligibility requirements of regular memberships or do not intend to participate in the CFA Program or CIPM program.

Click here to learn more about an Affiliate Membership.

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 Associate Membership

​Associate Membership with CFA Society Okanagan

Associate Memberships with the Society offer membership to those who have not yet completed all the requirements necessary to become a regular or affiliate member with CFA Institute. The Associate Membership is a great option for students, CFA Program Candidates, and those wishing to be part of the Society but who do not meet the criteria to become a Regular or Affiliate Member.

Anyone wishing to become an associate member with CFA Society Okanagan must be sponsored by a CFA Charterholder who is also a regular member with the Society. 

If you would like to become an associate member, please fill out and submit this form.

All associate member applicants must read and agree to follow the CFA Institute Code of Ethics and Standards of Professional Conduct.

For more information about becoming an Associate Member, please send us an email.