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 Application Process

1. Go to and create a new user account.

2. Determine the membership type that is best for you and apply. Note that Regular Membership is required for award of the CFA Charter. To become an Associate member, follow the instructions for Affiliate membership.

3. Once your application is approved, activate your Regular or Affiliate membership by logging into your user account at to file your professional conduct statement and pay dues to CFA Society Orange County ($150) and the CFA Institute ($275). To activate an Associate or Student membership, please contact the Membership Committee at​ once your application has been approved. Associate and Student members will be provided with an invoice for society dues ($150 and $75, respectively) which can be paid by mailing  a check payable to "CFA Society Orange County" to 4533 MacArthur Blvd, Suite 182, Newport Beach, CA 92660.

 Become a Member Today!

Brand new members
Click here to join CFA Society Orange County and the CFA Institute.


Already a CFA Institute member?
Click here to join CFA Society Orange County.


Are you a member of another society?
Click here to add CFA Society Orange County or change your affiliation. Note you can be a member of more than one society.


Not in the CFA Program but would like to apply for membership?
Click here to join CFA Society Orange County and the CFA institute.


For more information, please email