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Managing trillions of dollars of wealth on behalf of investors around the world comes with great responsibility and duty.

Our members are continually faced with tough questions that demand smart insights and answers.

By pursuing professional knowledge, placing clients interests above their own, and leading with honesty and transparency, they drive confidence in the investment management profession and in turn benefit society as a whole.

 Which Type is Right for You?

Regular Membership
Cost - $100/per Year for CFA Chaterholders
Requirements
  • CFA Institute Regular Membership
  • Passing score for Level I CFA Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or self-administered Standards of Practice Exam
  • Bachelor’s Degree
  • At least 4,000 hours of work experience in a minimum of 36 months
  • 2 or 3 professional references Active in industry
Affiliate Membership
Cost - $100/per Year for Emerging Professionals
Requirements
  • CFA Institute Affiliate Membership
  • Passing score for Level I CFA Exam or self-administered Standards of Practice Exam
  • Bachelor’s Degree
  • At least 4,000 hours of work experience in a minimum of 12 months
  • 2 or 3 professional references Active in industry
Professional Leave Membership
Cost - $100/per Year for Inactive Professionals
Requirements
  • CFA Institute Professional Leave Membership
  • Not Currently Active in Industry
  • Request Retired Status on CFA Institute's website

 Student Membership

Student Membership Banne.jpg

Cost - $35/per Year for Enrolled College Students
The CFA Society of Dallas/Fort Worth offers interested full-time undergraduate and graduate level students the chance to become student members of the local society.

Membership Perks
  • Access to the CFA-DFW website which includes job postings
  • Ability to attend many of the Dallas and Ft. Worth programs & networking events at a discounted rate (special events, like the Forecast Dinner, can be attended at a regular price)
  • Receive CFA-DFW newsletters & event notification

How to Apply
  • Complete the Student Member Application
  • Copy of Student ID
  • Signature from One of Your Professors
  • $35 Annual Membership Dues for Fiscal Year (ex. July 2022 to June 2023)


 Membership Committee

The role of the Membership Committee of the CFA Society Dallas/Fort Worth is to develop and implement an action plan for membership growth and enhancement. To be an active and vibrant CFA Society we must recruit candidates and retain current members. The Membership Committee seeks to actively engage the membership in areas of career development, mentorship, and leadership opportunities.

Responsibilities of the Membership Committee include:
  • Understand the needs and satisfaction of society members through periodic member surveys
  • Energize current society members to understand and promote the value of the CFA Charter to prospective CFA candidates
  • Provide opportunities to develop leadership skills through volunteer participation
  • Development and maintain an active mentorship program
  • Approve CFA Society Dallas/Fort Worth membership applications

The Membership Committee is comprised of four sub-committees:
  • Volunteers – Identify opportunities for active participation in Society programming and leadership
  • Careers – Provide career development opportunities in conjunction with the Programs Committee
  • Mentoring – Create the opportunity for both new and experienced Society members to engage in dialogue through a mentor/mentee relationship
  • Candidate Rush – Recruit, support, and celebrate candidate’s pursuit of the CFA Charter

 Manage Your Membership

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

 Become a Member

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.
Not in the CFA Program but would like to apply for membership – click here to join CFA Institute and your local society.