Membership in the CFA Society Ottawa is available to Charterholders as well as those who have not yet obtained their charter.

The following types of membership are offered by the CFA Society Ottawa:

Regular

Affiliate

Retired

Regular Membership

For application information and procedures please contact CFA Institute  for details.

Affiliate Membership

For application information and procedures please contact CFA Institute .

Affiliate members have all of the benefits of regular membership except for voting and sponsoring individuals for membership.

Retired Membership

For application information and procedures please contact CFA Institute  for details.

Retired members have the same rights as their previous level of membership and are eligible for reduced dues.  Click here for more information.

Fees

CFA Society Ottawa and CFA Institute membership runs annually from July 1-June 30.  Fees are not prorated.

For Regular,  Affiliate and Retired memberships CFA Institute collects dues on behalf of CFA Society Ottawa. Dues are charged in US$.

• Network with peers in the industry
• Be part of an effectual and common voice to develop and protect the interests of the profession 
• Stay abreast of trends that affect the industry in your market 
• Take advantage of local professional development opportunities 
• Socialize with industry insiders 
• Take advantage of discounts to dynamic and educational local programs 
• Access additional resources, such as job announcements and newsletters​

• Membership requirements
• Work experience guidelines
• Professional references