Local Society Membership
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 - $150/per Year for CFA Charterholders
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 - $150/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