CFA Society Philadelphia has three types of membership: Regular, Affiliate, and Professional Leave.
Regular Membership
We recommend Regular Membership for anyone who has earned their CFA designation and is in good standing with CFA Institute. Membership provides the knowledge, recognition, and industry network that investment professionals need to advance their careers. Every member service – from extensive programs to on-line job postings to CFA Institute publications – is designed to meet the specific needs of investment professionals.
- Complimentary Event Tickets*
- Access to Job Posting Board of our website
- Discounted member rates and access to members-only events
- Opportunity to serve as a volunteer on any Advisory Group
- Voting privileges at the Annual Business Meeting
- CFA Scholarships for eligible candidates
- Mentor Program
Affiliate Membership
We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership.
Affiliate Benefits:
- Complimentary Event Tickets*
- Access to Job Posting Board of our website
- Opportunity to serve as a volunteer on any Advisory Group
- CFA Scholarships for eligible candidates
Retired Members/Professional Leave
CFA Institute has renamed Retired Status to Professional Leave while maintaining the definition (a member is not working in the profession and has been a member for a minimum of five years). Members no longer need to fill out a form for retired membership but rather apply for this membership type directly through their account when renewing their membership. Please select Professional Leave, and then Retired from the drop-down options as your reason for professional leave. Once that is saved to your profile you can go through the renewal process as normal, selecting Professional Leave, and the selecting your local society.
CFA Institute manages the membership application and renewal processes on behalf of CFAP. Click Join or Renew Today to be taken to the CFA Institute’s website.
*Regular, Affiliate, and Candidate Members who pay full membership dues receive two (2) event tickets that can be used towards a CFA Society Philadelphia luncheon event. Retired members receive one (1) ticket. Email [email protected] to receive your event passes.