Join or Renew

Membership 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, membership requirements as well as the online tools you need to get started. 

Regular Membership 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 at least 4,000 hours 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.

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.​​ 

Dues​

Society annual membership dues are $100 for Regular and Affiliate members and $15 for Professional Leave members.

Student Membership

  • Is available to those who are matriculating toward a bachelor’s or master’s degree.
  • Is valid for one year and must be renewed annually.
  • Membership year runs July 1st to June 30th.
  • Is local membership to CFA Society Milwaukee & does not provide membership to CFA Institute.
  • Student members do not have voting rights in the Society.

Requirements: 

  • Completed application
  • Copy of student ID
  • $25 annual dues

Student Application