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Thank you for considering membership with CFA Society Mississippi! We are proud to promote only the highest ethical standards and professional excellence within our local investment community. CFA Society Mississippi is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for over two decades.

CFA Society Mississippi has 90 memberships and counting! We are a member society of the CFA Institute and our members are part of a global network of more than 160,000 finance and investment professionals in more than 150 countries and territories. Our goal is to make a difference in the future of the profession at a local level.

If you have any questions or would like to know more about our Society, please reach out to us via email at [email protected].


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Work Experience Self-Assessment   |   Do you qualify for regular membership with CFA Institute? Click here to take the assessment by CFA Institute.


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 on dynamic and educational local programs.   |   Access additional resources, such as job announcements and newsletters.



Regular Member

To become a Regular Member of the Society, an individual must be a Regular Member of CFA Institute and fulfill such other requirements as the Society may impose consistent with the requirements established by CFA Institute.

Professional Affiliate Member

To become a Professional Affiliate Member of the Society, an individual shall: (a) qualify as, and upon becoming an Affiliate Member of the Society be accepted as, an Affiliate Member of CFA Institute; and (b) have four years of Acceptable Professional Work Experience with at least one of these years having occurred within the past four years, and (c) not be a current CFA charterholder.

CFA Candidate Member

To become a Candidate Member of the Society, an individual shall: (a) qualify as, and upon becoming an Affiliate Member of the Society be accepted as, an Affiliate Member of CFA Institute; (b) have one year of Acceptable Professional Work Experience; and (c) have passed Level I of the CFA Program or a self-administered standard of professional practice examination in a format established and approved by the CFA Institute Board of Governors.

Honorary Member

Honorary Membership may be offered to individuals, based on a long history of exceptional service to the financial services industry. Such an offer shall be determined by a vote of 75% of the entire Board. In addition, any individual who has been a Member of the Society for over fifty (50) consecutive or non-consecutive years shall be entitled to be offered Honorary Membership. Honorary Members shall be entitled to all privileges of the Society except those of holding office, serving on the Board, and voting.


Regular and Affiliate Members

Each Regular Member and Affiliate Member of the Society shall: (a) adhere to all applicable rules and regulations of the Society and of CFA Institute, including but not limited to their Articles of Incorporation, their Bylaws, the Code and Standards, and other rules relating to professional conduct and membership, all of which may be amended from time to time; (b) maintain personal and professional behavior consistent with the standards of a CFA charterholder; (c) be subject to the disciplinary jurisdiction and sanctions of the Society and CFA Institute; (d) submit information relating to professional conduct and activities as the Society or CFA Institute may request; (e) produce documents, testify, and otherwise cooperate in disciplinary proceedings of CFA Institute and adhere to such other applicable requirements as set forth from time to time by CFA Institute and the Society; and (f) maintain membership with CFA Institute.

Honorary Member

Each Honorary Member of the Society shall adhere to all applicable rules including the Code & Standards and our Bylaws. Contact us for more information and questions.

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