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 Regular Members


CFA Society San Diego offers Regular Membership 
for candidates in the CFA and/or CIPM Programs. You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.

Work Experience: ​48 months

References: 2-3 professional references

Membership PeriodJuly 1 - June 30 

Fees: $400
CFA Institute - $275 
CFA Society San Diego - $125

Retired Member Fees: $150
CFA Institute - $100 
CFA Society San Diego - $50

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.​

Learn more here


 Affiliate Members


CFA Society San Diego recommends Affiliate Membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership. 

Work Experience: 12 months

References2-3 professional references

Membership Period: July 1 - June 30 

Fees: $425
CFA Institute - $275 
CFA Society San Diego - $150

Learn more here​

 Student Members

CFA Society San Diego offers Student Membership that gives students access to programs luncheons, our career center, and networking events with peers and CFA Society San Diego's professional membership - some of San Diego's most well-known and successful financial professionals. Follow the instructions to submit your application, and begin a new chapter in your investment industry career today!​

References: 1 academic or professional reference

Membership Period: 1-year post application approval

Fees: $25​

More info? Contact our Membership Chair here