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​​​​​​​​​​​​​​​​​​​​​​CFA Society Iowa Membership Application Process


Applying for a Regular or Affiliate Membership

For those who wish to join CFA Society Iowa and CFA Institute, the membership application process is managed by CFA Institute. Dues are $75 per year for the local society, and the CFA Institute has different levels of dues for their Regular, Affiliate and Retired membership levels. Click here to apply for Regular or Affiliate membership. 


Applying for a Local-Only CFA Society Iowa Membership​​  (Local Professional, Candidate or Student Membership) 

For CFA candidates, other professionals and university students who do not intend to also join the CFA Institute, the membership application process is managed by CFA Society Iowa.

Step 1: Ask your sponsor(s) to complete a Sponsor ​Form​​ and return it to you. Local professional and candidate memberships require two sponsors. (One needs to be a Regular member of CFA Institute, and the other needs to be your supervisor.)  Student memberships require one sponsor ​(either a regular member of CFA Institute or a​ professor). If you are in need of a sponsor for either type of membership, contact [email protected].

Step 2: Complete and sign the Application and Professional Conduct Statement. Once completed, send this form, along with your completed Sponsor Form(s) to [email protected] for approval.

Step 3: Upon approval, you will receive an email with a link to make your dues payment. Dues are $75 per year for a local professional or candidate membership and ​$50 per year for a ​student membership.​ Once your payment is received, your membership will be activated.


Adding CFA Society Iowa to a CFA Institute Membership

If you are a charterholder who has just moved to our region, or a charterholder who previously did not hold local society membership and now wants to do so, you can add CFA Society Iowa to your membership through CFA Institute in one of three ways:
Online: Log in to your CFA Institute account and go to "Manage Your Membership" and then choose to either add or replace a society
By phone: 800.247.8132