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Renew your Membership Today!

We are proud to support your career and professional development by bringing you educational resources, career events, networking opportunities, and more. Renewal of your membership with CFA Society Madison is due July 31st.Take five minutes to renew your membership today.

 Become a Member

  • Brand new members click 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 membership click here to join CFA Institute and your local society.

 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

 Affiliate Membership

  • Be accepted as an Affiliate Member of CFA Institute by meeting their requirements
  • Agree to adopt the CFA Institute Code and Standards
  • Must be sponsored by one CFA Charterholder and the applicant's supervisor, one of which must be a member of the Society.  If the supervisor requirement cannot be met because the applicant is the principal of the firm, a student, retired, self-employed, or if providing a supervisor sponsor places the applicant in a difficult professional position, then an additional sponsorship by a Regular Member of CFA Institute is required.

 Current Members

Please be sure your CFA Institute Member Information is up to date and correct.  We do use this information for our own records.  Login in to the CFA Institute Members site to verify your information.

 Contact Information

Jason Joanis, CFA
[email protected] 

 Manage Your Membership

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


 Adding or Changing Your Local Society

Click here to make the change.


 Investor Education

Publications/Online Learning - To learn more

Research Foundation - To learn more

Market Integrity Insights - To learn more