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Join a global community of investment professionals dedicated to high ethical and educational standards and efficient markets. 
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Regular Membership:
​​We recommend regular membership for candidates in the CFA program. The application process has three phases and typical takes several weeks to be approved. Regular membership requires:
  • ​A bachelor's degree or equivalent education/work experience​.
  • A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
  • 48 months of professional work experience in investment decision making
  • 3 professional references
  • Local CFA Society membership (optional but strongly encouraged)
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Affiliate Membership:
We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or have not yet met the requirements for regular membership. Affiliate membership requires:
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 Benefits of Society Membership

  • Network with peers in the industry​
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational local programs
  • Access additional resources, such as job announcements and newsletters
  • Our events are usually FREE for society members, see our list of past presenters including Harry Markopolos, CFA, CFA Institute CEO Paul Smith, CFA, Louisville Mayor Greg Fischer, Bruce Richards, and more.

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 Become a Member

  • Brand new membersclick here to join CFA Institute and your local society.
  • Already a member of CFA Institute click here to join your local society.
  • Not in the CFA Program but would like to apply for membershipclick here to join CFA Institute and your local society.

 Manage Your Membership

Already a member? Find out how to manage your membership.

 Adding/Changing Local Society

Click here to make the change.

 Our Membership List


Please note that by clicking the linked image you will be leaving our site. After the CFA Institute membership directory page opens, please enter CFA Society  Louisville in the Society box.