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​As of May 2020, there are over 2200 CFA charterholders in Beijing. They work in various fields such as securities, fixed income, and private equity, and in institutions focusing on fields such as asset management, investment banking and commercial banking.

Academic Research

CFA Society Beijing members have access to lectures, seminars and conferences from experts in topics such as private equity, risk management, hedge funds, and fixed income to support their ongoing professional development. 

We also translate financial literature and distribute Chinese publications that deliver professional insights to local markets and provide reference reading for investment management professionals.

Career Development

CFA Society Beijing members get access to the latest industry insights and analysis of market trends by leading experts from global and local markets, as well as financial and investment management industry career resources. The Society also organizes career seminars co-hosted with financial institutions and universities. 


CFA Society Beijing hosts regular networking events for members to develop their professional connections.

Annual Events

Annual Conference : CFA Society Beijing hosts an annual conference for members where they can develop their connections within the local community, share experiences and lessons learned, and set goals for the upcoming year. Panel discussions and keynote speeches featuring leading industry experts keep members' skills and expertise up to date, and outstanding volunteers, institutional partners, and ambassadors are recognized with awards.

Charter Award : To inspire charterholders who have passed the rigorous CFA® Program exams to continue contributing to China's financial market development, CFA Society Beijing organizes year-end recognition ceremonies, where senior members and leading industry experts are invited to present awards to charterholders.

Research Challenge : CFA Society Beijing runs local-level competitions in north China for the CFA Institute Research Challenge. The annual global competition provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student is tested on their analytical, valuation, report-writing, and presentation skills, and gains real-world experience of life as a research analyst. The winners are invited to take part in the international finals.

截至2020年5月,北京市有2200余名CFA® 持证人,他们分布在资管、投行、银行等机构,从事证券、固定收益、私募股权等领域的工作。











全球投资分析大赛:CFA北京协会负责承办CFA Institute Research Challenge中国华北赛区的比赛活动,面向重点院校金融类专业学生,增进对证券分析实操的了解,并通过专家指导,为将来从事金融投资行业的研究工作奠定基础。

 Become a Member

Click here to learn how to join CFA Institute and CFA Society Beijing.
请点击这里了解如何加入CFA Institute和CFA北京协会。
  • Brand new members click here to join CFA Institute and your local society.

  • Already a member of CFA Institute click here to join your local society.

 Membership Dues

To become a member of CFA Society Beijing, you shall pay the dues after your application has been approved.  The fiscal year of CFA Society Beijing runs from 1 July to 30 June, the same with CFA Institute.

Please note CFA Institute dues are to paid separate from CFA Society Beijing dues. CFA Society Beijing collects its own dues.  Annual Due of CFA Society Beijing is RMB500, The following is the ways to pay the membership dues:​

1.Online Paying : ​Please click here​ to pay

2. Bank Transfer online: pay the membership due to the Society bank account online directly

  • Account names:北京金融分析师协会

  • Opening bank of name: 中信银行北京金运大厦支行

  • Opening Bank account number: 7112710195700007708

3. Pay the cash if you attend the event.

An CFA Society Beijing membership should also be a member of CFA Institute. So our members shall also pay the Annual Dues of CFA Institute. For the Annual Dues of CFA Institute, please refer to the information posted on CFA Institute's website

If you have any questions, please send your request to us at . ​​

 Adding or Changing Your Local Society

Click here to make the change.


 Manage Your Membership

Already a member? Find out how to manage your membership.