CFA協会と日本CFA協会はどちらも申請者の実務経験と推薦者による推薦状から審査をして各々の該当するメンバーシップを決定します。
もし、4,000時間(36か月間以上)の実務経験が認められない場合は、準会員になります。
もし、4,000時間(36か月間以上)以上の実務経験が承認された場合は、正会員(CFA資格を取るために必要なステータスです。)になります。
当協会は正会員,準会員,Retired正会員,Retired準会員と特別会員(アソシエイト会員及びプロフェッショナル会員)で構成されています。
特別会員はCFA Japan独自の会員制度です。特別会員にはアソシエイト会員(CFAプログラム登録者及びCFA協会投資基礎検定資格保有者対象)とプロフェッショナル会員(日本証券アナリスト協会検定会員対象)があります。資格要件の詳細はこちらをご覧ください。
アソシエイト会員にはこちらのリンクからご登録可能です。
https://cvent.me/KWMrl2
プロフェッショナル会員にはこちらのリンクからご登録可能です。
https://cvent.me/dKr5Em
既にCFA Institute会員になられている方がCFA Japanに入会する場合は、その旨をCFA Instituteにご通知下さい。 また、正会員および準会員の方がRetired正会員,Retired準会員に変更なさる場合も直接CFA Instituteにご通知ください。
正会員,準会員と特別会員の相違
- 正会員のみ日本CFA協会の活動に関連する決議事項に対し議決権を有します。 また、各会員は年会費額が異なります。(日本CFA協会年会費: 正会員:$150, 準会員年会費:$115, Retired正会員とRetired準会員:共に48$, アソシエイト会員:¥10,000, プロフェッショナル会員:¥20,000)
Membership Types and Requirements
Both CFA Institute and your local society review your work experience and professional references to determine your membership eligibility.
- If you have less than 4,000 hours (over a period of not less than 36 months) of qualified work experience, you may be considered for affiliate membership.
- If you have at least 4,000 hours (over a period of not less than 36 months) of qualified work experience, you may be considered for regular membership (required to receive your CFA charter).
Associate membership is a category created solely for CFA society - CFA Society Japan Candidate can submit an application from the link as shown below. (Please be noted Special candidate membership has been renamed Associate candidate membership since Jan.1st, 2018.)
For registration, please contact us, [email protected].
Additionally Professional membership has been created newly. it is for professional persons who has CMA and it is also a category created solely for CFA society. For more detail
If you are already a CFA Institute member, you can easily add one or more society memberships. If Regular and Affiliate members change their status to Retired, please send it to CFA Institute by E-mail.
The difference in benefits among Regular, Affiliate, and Candidate members of the local society is that only Regular members are allowed to vote on Society proxies. Becoming a Regular member is a requirement for the award of the CFA charter.
Annual dues for CFA Society Japan Regular and Affiliate membership are $150 and $115, respectively. Annual dues for both Retired Regular and Retired Affiliate are $48. Associate membership for CFA Society Japan is JPY10,000 annually and Professional membership for CFA Society Japan is JPY20,000 annually. Regular and Affiliate membership dues are paid directly to CFA Institute.