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 Membership Categories


CFA Society Orange County offers three categories of membership, Regular, Affiliate, and, Associate. The major differences are voting rights (Regular members)  and eligibility to serve as a board member (Regular and Affiliate members).

Dues
Current CFA Society Orange County annual dues are $135. In addition, Regular and Affiliate members must pay annual dues of $275 to the CFA Institute.

Regular Membership (CFA Charterholder)
This membership type is recommended for candidates in the CFA program and required for award of the CFA Charter.

Requirements
• Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
• Pass Level I of the CFA exam or pass the self-administered Standards of Practice exam
• Have 48 months of acceptable work experience
• Provide professional reference statements
• Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement

Affiliate Membership
This membership type is recommended for professionals who do not intend to participate in the CFA Program or those who otherwise do not qualify for Regular membership.

Requirements
• Provide professional reference statements
• Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement

Associate Membership
This society level membership is available to students and candidates in the CFA Program. Associate members must fulfill requirements consistent with Affiliate membership but are not required to become members of the CFA Institute.

Requirements
• Provide professional reference statements
• Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement


Learn More About...
Membership requirements 
Work experience guidelines
 
Professional references
- References can be found by attending society events or by contacting the Membership Committee for introductions.
How to Join CFA Society Orange County


 

 
 

 Become a Member Today!


Brand new members
Click here to join CFA Society Orange County and CFA Institute.

Already a CFA Institute member?
Click here to join CFA Society Orange County.

Are you a member of another society?
Click here to add CFA Society Orange County or change your affiliation. Note you can be a member of more than one society.

Not in the CFA Program but would like to apply for membership?
Click here to join CFA Society Orange County and CFA institute.

For more information, please email cfaocmembership@gmail.com

 

 


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