Member Benefits


Benefits of Membership

With CFA Institute membership, you gain access to powerful tools, information, and educational opportunities including the exclusive My CFA online member experience.

What It Means to Be a Member Membership in CFA Institute is a commitment to maintaining the professional skills and ethics that will contribute to stronger and more ethical global markets.  It is a commitment that places the public interest above personal gain or corporate loyalty. With a global community of professionals, CFA Institute members are leading the way for greater integration, innovation, and standardization of international markets.

Take advantage of a wide variety of exclusive educational and career resources developed in-house and by corporate and academic partners. With a wealth of publications, career events, conferences, seminars, webcasts, and more, CFA Institute keeps members updated with the latest developments in the global investment profession.

In-person or online, members can:

  • Learn new perspectives
  • Network locally and globally
  • Explore career opportunities
  • Discover investment solutions

To Become a CFA Charterholder

CFA3次試験を合格し、CFA認定を受ける(CFA協会認定証券アナリストとして名刺に記載する等)ためには,CFA Instituteの会員であることが必要となります。
CFA資格保持者及びレベル3の合格者の皆様に対しては,CFA Institute共々CFA Japanへのご入会を心よりお待ち申し上げております。


To become a CFA charterholder, you must first apply to become a member of CFA Institute. We hope to welcome you also as a CFA Society Japan/CFA Institute member in the near future.

Official Translation of CFA designation

Please use this official translation in Japanese, "CFA協会認定証券アナリスト”, for your business card.

Membership Requirement

CFA Japan入会資格 


    • 大学卒業以上(またはそれに相当する学位や職業経験)の学位を有していること。
    • レベル1を合格していること、または自己監督の元でStandard of Practice Examinationに合格してい ること。
    • 4,000時間(或いは36か月)以上の投資の意思決定にかかわる実務経験を有すること。
    • ローカルソサエティの入会基準をみたすこと。準会員からのアップデート以外の場合は2名の推薦者の方からの推薦状を添付すること。(推薦者に条件あり)   
    • CFA InstituteのMembers Agreement や Professional Conduct Statement、またはCFA Instituteが要求する書類に同意し、遵守すること





    • CFA InstituteMembers Agreement Professional Conduct Statementに同意し、遵守すること。 
    • 2名の推薦者の方々からの推薦状を添付すること。(推薦者に条件あり) 推薦状はオンラインで作成できます。

    注)準会員はCFA資格を取得することはできません。 受験者ははじめに準会員として承認をうけて、既定の実務経験を経たのち、正会員にアップグレードの申請をします



    • 直近の1年間にCFA試験プログラムを受講していること。
    • CFA JapanProfessional Conduct Statementに同意して署名すること。



     プロフェッショナル会員 のご案内

    CFA Society of Japan 

    Regular Membership

    To qualify as a regular member of CFA Institute and a local society, you must:

    • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
    • Pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination.
    • Be accomplished professionals with at least 4,000 hours (over a period of not less than 36 months) of experience in investment decision making that meets our work experience guidelines.
    • Fulfill society requirements, which vary by society (find a society). Unless you are upgrading from affiliate membership, all societies require two professional references as part of each application; these are submitted online by your sponsors.
    • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.

    If you are an affiliate member and meet the requirements stated above, you must update the appropriate information in your account and submit an online membership upgrade application.

    In the event of a discrepancy, CFA Institute makes the final determination for regular membership status.

    Affiliate Membership

    Affiliate members receive the same benefits as regular members, but do not have voting rights. To qualify for affiliate membership, you must:

    • Agree to and sign the Member's Agreement and Professional Conduct Statement.
    • Fulfill society requirements, which vary by society (find a society). All societies require two professional references as part of each application; these are submitted online by your sponsors.

    Once you're approved for affiliate membership by a society, you will be prompted to activate your membership. You may activate your membership at that time or wait until you qualify and are approved for regular membership (see below) to activate your membership.

    Note: Affiliate membership does not qualify you to receive the CFA charter. Candidates are often first approved as affiliate members and then apply for an upgrade to regular membership after they have accrued the required work experience.

    To qualify as a CFA charterholder member, you must be a regular member and have completed all three exam levels of the CFA Program.

    Associate Membership

    To qualify for candidate membership, you must meet both criteria listed below

    •  Enrolled in the CFA Program (registered for the exam in the past 12 months)
    •  Agree to adhere to and sign the CFA Japan Professional Conduct Statement

     Associate Membership


    Professional Membership