Join or Renew

Membership Requirements

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 

Charterholder Membership

The most distinguished professionals in the industry. Demonstrates a mastery of investment management skills and a commitment to continued excellence and ethics. Access to all member benefits.

• Member of CFA Institute and CFA Society Milwaukee
• 4000 hours of relevant work experience over 36+ months
• Passed all three levels of the CFA Program
• Professional references

Regular Membership Criteria

• Bachelor's degree or equivalent education/work experience
• Pass Level 1 of the CFA exam, Level II CIPM® or pass the self-administered Standards of Practice Exam 
• 4000 hours of relevant work experience over 36+ months
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by the CFA Institute.

Affiliate Membership 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

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.​​