Requirements of Membership
For questions about dual membership, please call CFA Institute at 800-247-8132 or email [email protected].For questions about Local-Only or Student membership, please call CFAMN at 612-930-4000 or email Megan Millett, Events & Member Services Manager.
Requirements Dual Regular Membership Dual Affiliate Membership Local Only Membership Student Membership Provide two references X X X Sign and submit Professional Conduct Statement* X X X X Adhere to the Code of Ethics & Standards of Professional Conduct X X X Complete any additional application procedures or requirements established by CFA Institute X X Have 48 months approved work experience** X Have less than 48 months work experience** X X X Hold a bachelor's degree from an accredited institution or have equivalent education and work experience X X X
Requirements
Dual Regular Membership
Dual Affiliate Membership
Local Only Membership
Student Membership
Provide two references
X
Sign and submit Professional Conduct Statement*
Adhere to the Code of Ethics & Standards of Professional Conduct
Complete any additional application procedures or requirements established by CFA Institute
Have 48 months approved work experience**
Have less than 48 months work experience**
Hold a bachelor's degree from an accredited institution or have equivalent education and work experience
Functional cookies , which are necessary for basic site functionality like keeping you logged in, are always enabled .
Allow analytics tracking. Analytics help us understand how the site is used, and which pages are the most popular. Read the Privacy Policy to learn how this information is used.