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 Regular Membership

Candidates with more than four years’ work experience will be considered for Regular membership.

Regular Membership requirements include:

Information for CFA Charterholders

Please note:   Only qualified CFA Charterholders have the right to use the CFA designation (i.e. John Smith, CFA).

In order to receive the CFA Charter you must:

If you are currently an affiliate member and meet the requirements stated above, you must upgrade to a Regular membership by updating the appropriate information in your account and submitting an online membership upgrade application (login required).

In the event of a discrepancy, CFA Institute makes the final determination for regular membership status.

For more detailed information on Regular Membership visit the CFA Institute website.

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For more information on local membership, to obtain help in finding local sponsors or to ask for help in navigating the membership process contact:

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