Join or Renew

TYPES OF MEMBERSHIP

Regular Membership

(Membership to CFA Institute and CFA Society East Tennessee)

  • Investment professionals directly involved in or supporting the investment decision-making process and is a prerequisite to earning the CFA charter and CIPM certificate

  • A bachelor's degree or equivalent education/work experience and a passing score for the Level I CFA ExamCIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam

  • 4,000 hours of work experience in the investment decision-making process completed in a minimum of 36 months

  • 2 professional references, if one is a current Regular Member in Good Standing, or 3 professional references in none are Regular Members

  • $299.00 for CFA Institute Membership + $75.00 for CFA East Tennessee Regular Membership

       Click here to apply

Affiliate Membership

(Membership to CFA Institute and CFA Society East Tennessee)

  • Investment professionals who do not meet eligibility requirements of a regular membership or do not intend to participate in the CFA Program or CIPM program

  • 2 professional references, if one is a current Regular Member in Good Standing, or 3 professional references in none are Regular Members

  • $299.00 for CFA Institute Membership + $31.25 for CFA East Tennessee Affiliate Membership

     Click here to apply

Local Membership

(Membership to CFA Society East Tennessee)

  • Any individual living and working in the local investment community, who has an interest in the activities of the Society is eligible to be a Local Member, irrespective of their profession.  Local Members may not serve on the Board and are not eligible for CFA Institute membership except as provided in the CFA Institute bylaws.

  • Complete the online application/registration (see below)

  • During the registration process, provide references from 2 regular members of CFA Society East Tennessee in good standing.  If you do not know two members, please contact the Society Manager for assistance

  • $75.00 for CFA Society East Tennessee Local Membership

    Click here to apply

  • Any individual living and working in the local investment community, who has an interest in the activities of the Society is eligible to be a Local Member, irrespective of their profession.  Local Members may not serve on the Board and are not eligible for CFA Institute membership except as provided in the CFA Institute bylaws.

  • Complete the online application/registration (see below)

  • During the registration process, provide references from 2 regular members of CFA Society East Tennessee in good standing.  If you do not know two members, please contact the Society Manager for assistance

  • $75.00 for CFA Society East Tennessee Local Membership

       Click here to apply