Join or Renew

Membership Renewal | FAQs

Q: What is the deadline for membership renewal?

A: The deadline for membership renewal is July 31, 2023.

Q: Do I need to renew my society membership? 

A: Membership in a CFA Society is voluntary for regular members of CFA Institute. We strongly encourage society membership

Q: I have moved. Can I change my society during renewal?

A: Yes. You can swap or add societies during the renewal process as part of check-out. The changes will be automatic, and your balance will be updated accordingly prior to submitting payment. Members can change societies at any time during the member year.

Q: Can you help me log in?

A: You should contact CFA Institute directly for assistance in accessing your online record for renewal.

Q: What happens if a member does not renew their membership by the deadline?

A: Members who do not renew their membership by the deadline will lose all benefits, and the right to use the letters CFA behind their name entirely by September 7, 2023.

Q: I just joined, and my expiration is 30 June 2023, but now renewal is open. What does that mean for me? 

A: Thank you for your early action in joining! The pro-rated amount you paid upon joining does cover your membership benefits for the remainder of 2022-23 member year. In July, we will begin communicating next steps for renewing for the new member year.

Q: Why should members renew their membership?

A: Members should renew their membership because the benefits of membership help support career growth. CFA Institute and its societies support members in acquiring new skills and continuing to learn in an industry that is rapidly evolving. Membership also signals a commitment to professionalism and ethics, and employer charterholders signal a firm's commitment to excellence. Renewing your membership is a requirement to hold and use the CFA designation.

Q: How can I qualify for and request Professional Leave?

A: We will continue to waive the five-year membership requirement of our professional leave policy so that all members not currently working full time in the industry are eligible for reduced membership fees. Members can request this option at the beginning of the renewal experience.

Q: What are the details around the increase in Membership Dues?

A: When renewal opens in May for the 1 July 2023 to 30 June 2024 membership year, CFA Institute will increase membership dues from USD 275 to USD 299. This price change will apply across regular (which includes charterholder and non-charterholder) and affiliate categories.

Q: Why are Membership Dues increasing?

A: For the first time in over a decade, CFA Institute will increase membership dues for the 2023-2024 Membership Year from $275 to $299. The modest increase keeps pace with our emerging benefits offerings. The profession is changing, and we are updating our products and services to keep pace and meet your needs.

We continually adjust and enhance our member benefits to meet the needs of the industry. With a growing portfolio of Professional Learning courses and certificates, we offer standard discounted member pricing as well as periodic promotional pricing for certain offerings.

Q: Why aren’t membership benefits available to me?

A: As a valued former member of our organization, we wanted to remind you that access to member benefits is exclusively available to our active members. As your membership has lapsed, we would like to inform you that you will only be able to enjoy the benefits of membership once again if you reinitiate your membership, commit to our ethical standards and pay annual dues.

We understand that sometimes things can slip through the cracks and we want to help you rejoin our community of active members. By renewing your membership, you will have the opportunity to continue receiving all of the valuable benefits, resources, and networking opportunities that our organization has to offer.

If you have any questions about your lapsed membership or the benefits of renewing your membership, please don't hesitate to contact us. We are happy to assist you with any inquiries or concerns you may have.

Thank you for your past membership and for considering renewing with us.

Q: What are the benefits of maintaining my Charter status?

A: CFA Institute generates value for investment professionals and the investment industry by advancing ethics, market integrity, and professional standards of practice, which collectively contributes value to society.

We do this through building relationships with employers and regulators, by building awareness of the charter through marketing campaigns and elevating the voice of charterholders through media and events.

New technology, business models, and learning preferences are changing what is required of the profession. And society as a whole faces long-term challenges such as economic dislocation, climate change, geopolitical conflicts, inequality, and more.

As we continue to deliver the highest standards of excellence, ethics, and education, we seek to look beyond what we do for our constituents today to better meet their current needs and to anticipate what they will need tomorrow – and contributing to ultimately benefitting society.

With cutting-edge thought leadership, we drive how the industry thinks and what it does. Through our professional standards and advocacy, we bolster a more principled industry. Expanding our suite of educational products will support new workplace dynamics and professional development from career entry to exit.

With over 195,000 charterholders around the globe, the designation is recognized and valued by the financial industry and governments as a key differentiator in skill, expertise and ethical practice.