REGULAR MEMBERS
Membership Dues
$50 annually ($325 including CFA Institute dues of $275)
Membership Criteria
Hold a Bachelors 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 Examination as part of the activation process.
Have 48 months of acceptable professional work experience in investment decision making.
Provide professional reference statements.
AFFILIATE MEMBERS
Membership Dues
$50 annually ($325 including CFA Institute dues of $275)
Membership Criteria
Provide professional reference statements.
No work experience or completion of Level I CFA exam requirement.
All Regular, Affiliate and Retired Membership Applications are processed through the CFA Institute Website
RETIRED STATUS
Membership Dues
$35.00 annually ($135.00 including CFA Institute dues of $100)
Age 70 years and older: $35.00 annually CFA Society Spokane & the dues are waived for the CFA Institute.
Membership Criteria
The CFA Society Seattle and the CFA Institute offer a Retired Status option for membership.
Retired Status includes all member benefits at reduced rates if you meet the criteria described on the Retirement Form.
If your personal circumstances changes, you may move your membership to an Unretired status.