CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz


Candidate Membership

CFA® Candidates now have the opportunity to enjoy the full benefits of membership
to CFA Society Switzerland

Note: by enrolling in the CFA Program, you are neither a Member of the CFA Institute nor of the local Society


We now offer CFA candidates a membership to the CFA Society Switzerland only, which is valid for one year, as long as you are active in the CFA Program.

In the past, CFA candidates could only become members of the society if you were a member of CFA Institute.

The Society wishes to provide candidates with access to the growing network, services and benefits of CFA Society Switzerland during their studies. The membership can be changed to a combined membership with CFA Institute and the Society at any time until the CFA Charter is awarded, at which time it is necessary to apply for regular membership of CFA Institute.

As a Candidate Member, you will benefit from:

Join us at over 40 events that we offer each year. You will be able to attend these events for free, or at reduced Member prices.

Join a group of over 2,800 Members for networking and interactions.

Supporting the Society
The Society is focused on promoting the values represented by the CFA designation of​ the investment community, regulators, media and universities.

Additionally, every CFA Program Candidate Member has access to the following:

Mock Exams
You are updated on upcoming Mock Exams and can attend at reduced prices

Beer Bash
After the CFA® exam on exam day, we organise networking Beer Bash.

Charter Award Ceremony
Once you have passed Level III, you are invited for free to the CFA Award Ceremony.

Candidate Sponsorship Pool
Should you require a sponsor as a Level III candidate, we can help. CFA Institute requires that a CFA Charterholder sponsor each new regular member. We have a network of Charterholders who can help.

Membership Value Pack: Media & Books
Discounts are available on regular annual subscription rates for these media products and Wiley books​.

Membership Value Pack: Health Insurance
Join health insurance collectives for these insurances which is available to Members of CFA Switzerland and their families living in same household for duration of Membership
. (more info)

Requirements for Candidate Membership

  • Currently be registered with CFA Institute for Level I, II or III of the CFA Program
  • Have signed the Professional Conduct Statement
  • CHF 100 annual membership fee

To apply for membership:
Click here to be taken to, where you can register and pay your dues for a rolling 1 year Membership period.