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.