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Memberships

Regular Membership

Investment professionals directly involved in or supporting the investment decision-making process. Regular membership is a prerequisite to earning the CFA charter and CIPM certificate.

To become a Regular Member of the Society, an individual shall:

  • A bachelor's degree or equivalent education/work experience.
  • Passing score for the Level I CFA Exam or CIPM Program Level II Exam
  • At least 4,000 hours of relevant experience, completed in a minimum of 36 months.
  • 2 or 3 professional references.

Affiliate Membership

Investment professionals who do not meet the eligibility requirements of regular memberships or do not intend to participate in the CFA Program or CIPM Program.

To become an Affiliate Member of the Society, an individual shall:

  • Have one year of Acceptable Professional Work Experience.
  • Have passed Level I of the CFA Program or a self-administered standards of professional practice examination in a format established and approved by the CFA Institute.
  • 2 or 3 professional references.

Apply here

Membership Renewal

Stay current, connected, and effective in your financial profession. Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry. 

Renew here