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.