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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

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