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 Local Professional, Candidate or Student Membership
For CFA candidates, college students and other professionals 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 our membership committee chairperson for assistance.
Step 2: Complete and sign the Application and Professional Conduct Statement. Once completed, send this form, along with your completed Sponsor Form(s), to our administrator 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 area, 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 by logging into your CFA Institute account, going to "Manage Your Membership" and then choosing to either add or replace a society.