Becoming a member of CFA Society Naples comes with valuable benefits, including discounted pricing at our events. While the majority of our society members have earned the CFA designation, you do not need to be a CFA Charterholder to join. Our organization includes many professionals with accounting, legal, and wealth management backgrounds.
Please review our membership categories below to determine which membership type is best for you and find details on how to join and contact our Membership Chair with any questions.
Membership Levels
Charterholder Member
This membership is designed for CFA Charterholders and is also available to retired Charterholders. If you are a CFA Charterholder, you have already met all of the requirements to join the CFA Society Naples.
Charterholder memberships are managed through CFA Institute. To join the Naples Society as a Charterholder member, simply visit the Manage Membership page of your CFA Institute account and add or replace your society membership.
Regular Member
If you have passed Level I of the CFA exam or Level II of the CIPM® exam, earned a bachelor’s degree, and accrued 4,000 hours of relevant work experience over at least 36 months, you are eligible to become a regular member of the CFA Society of Naples.
Regular memberships are managed through CFA Institute. To join the Naples Society as a regular member, simply visit the Manage Membership page of your CFA Institute account and add or replace your society membership.
Affiliate Member
Professionals who do not meet the requirements for Charterholder or regular membership may apply to join the CFA Society Naples as affiliate members. Affiliate members receive the same benefits as Charterholder and regular members, including discounted pricing at Society events, but they do not have voting rights. Becoming an affiliate member of CFA Society Naples also entails joining the CFA Institute.
Affiliate memberships are managed through CFA Institute. To join the Naples Society as an affiliate member, visit the Become a Member page on the CFA Institute's website and begin your application.
Local Member
Local membership with the CFA Society Naples provides the local benefits of a Society membership, such as discounted event pricing, without voting rights. Local membership with the Society does not provide membership or benefits related to the CFA Institute. Local membership is a great option for legal, accounting, or insurance professionals, financial planners, or for investment and wealth management professionals who do not want membership and benefits from the CFA Institute.
To join the Naples Society as a local member, please complete the online local membership application form.
Student Member
Our mission statement stresses the importance of providing high quality investment education to our local community. We invite undergraduate and graduate university students to join the society as student members in hopes that you may benefit from educational and networking events that are hosted throughout the year. Student members receive the same benefits as Charterholder and regular members, including discounted pricing at Society events, but they do not have voting rights.
If you are a university student and are interested in joining the CFA Society of Naples, please complete the online student membership application form.