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 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.
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.