Join or Renew

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

Regular Membership

  • Member of CFA Institute and CFA Society Madison
  • 4000 hours of work experience
  • Pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct
  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
  • Pass Level 1 of the CFA exam or other such appropriate examination as approved by the Board of Governors, or pass the self-administered Standards of Practice Exam 

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.