CFA Society Milwaukee

A Member of the CFA Institute Global Network of Societies

 Membership Requirements

CFA Society Milwaukee Membership Types and Requirements

The process for joining CFA Society Milwaukee starts at the national society level, CFA Institute.  This process is separate from enrollment in the CFA Program.  The following link to the CFA Institute website provides an explanation of the application process, as well as the online tools you need to get started. 

CFA Society Milwaukee has two membership levels, regular and affiliate.  The specific requirements to be met for each level are as follows:

 1.  Regular Membership:

To qualify as a regular member of CFA Institute and CFA Society Milwaukee, you must meet all of the following criteria:

  • 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.
  • Have 48 months of acceptable professional work experience in the investment decision-making process.
  • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by the CFA Institute.

2.  Affiliate Membership:

Affiliate membership requirements vary by local society, and to qualify as an affiliate member of CFA Society Milwaukee, you must meet all of the following criteria:

  • 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.
  • Have 12 months of acceptable professional work experience in the investment decision-making process.
  • Agree to adhere to and sign the Member's Agreement and a Professional Conduct Statement

Acceptable Professional Work Experience

As part of the application process, you will need to provide a detailed narrative of your work experience for review by the national society.  CFA Institute will make the determination if it qualifies as acceptable professional experience in the investment decision-making process.  The experience may be accumulated from current and/or past positions.  The following link provides you with additional detail on qualifying activities, as well as sample job titles and work experience descriptions. 

Reference Requirements

Three professional references are required with your application.  If one of your references is from a regular member of CFA Society Milwaukee, then only two professional references are required.  References from your supervisor(s) are preferred.​​ 

If you have any questions contact - 
CJ Batchelor, CFA
Phone: 262.754.5293
Email​

Dues​

Annual membership dues are $100 for Regular and Affiliate members, and $15 for Retired members.