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TYPES OF MEMBERSHIP

Regular Membership

(Membership to CFA Institute and CFA Society Nashville)

  • Investment professionals directly involved in or supporting the investment decision-making process and is a prerequisite to earning the CFA charter and CIPM certificate

  • A bachelor's degree or equivalent education/work experience and a passing score for the Level I CFA Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam

  • 4,000 hours of work experience in the investment decision-making process completed in a minimum of 36 months

  • 2 professional references, if one is a current Regular Member in Good Standing, or 3 professional references in none are Regular Members

  • $299.00 for CFA Institute Membership + $100.00 for CFA Society Nashville Regular Membership

       Click here to apply

Affiliate Membership

(Membership to CFA Institute and CFA Society Nashville)

  • Investment professionals who do not meet eligibility requirements of a regular membership or do not intend to participate in the CFA Program or CIPM program

  • 2 professional references, if one is a current Regular Member in Good Standing, or 3 professional references in none are Regular Members

  • $299.00 for CFA Institute Membership + $100.00 for CFA Society Nashville Affiliate Membership

      Click here to apply

Over 70 years of age

(Membership to CFA Institute and CFA Society Nashville)

 

  • CFA Institute dues are waived for those members who are over 70 years of age

  • CFA Society Nashville dues are $50.00 for those members who are over 70 years of age

  • You are automatically assigned this category of membership based on your birthdate in your CFA Institute profile

Professional Leave

(Membership to CFA Institute and CFA Society Nashville)

  • CFA Institute & CFA Society Nashville offers Professional Leave to members who are not currently working in a full-time position where they are engaged in professional activities that qualify as acceptable work experience

  • Professional Leave reduces your CFA Institute membership fee to $100.00, and your CFA Society Nashville membership fee to $25.00

  • Request Professional Leave through CFA Institute here

Prorated Membership Fees

The full membership period starts 1 July each year. The annual fee for first time members can vary depending on the month they decide to join. Use this CFA Institute chart of monthly prorated fees to understand what your membership will cost. 

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Want to learn more?

Visit the CFA Institute Membership page.