Requirements of Membership 

For questions about dual membership, please call CFA Institute at 800-247-8132 or email cmservices@cfainstitute.org​.

For questions about Local-Only or Student membership, please call CFAMN at 612-930-4000 or email Diane Senjem, 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

• This is an annual requirement for Dual Members. There is a Personal Conduct Statement (PCS) included in the Member Application. To see what CFA Institute has to say about the Professional Conduct Statement, click HERE.​ 
• Learn about work experience guidelines