- Has been an active member of the Society (i.e., either Regular Charterholder, Regular or Affiliate) for at least five (5) years;
- Is no longer engaged in active practice on a salary or fee basis; and
- Adheres to all the rules and regulations of the Society.
To apply, please complete the
Retirement Form (PDF) and return it to CFA Institute.
Note: Please allow 8 to 10 weeks for processing.