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 Membership: Retired Status

Retired Members

  • 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.