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 Become a Member

  • New membersclick here to join CFA Institute and your local society
  • CFA Institute members click here to join your local society
  • Student membership - click here​ for student memberships (Note: Student members cannot qualify for Affiliate or Regular Memberships.)
  • Not in the CFA Program but would like to apply for membership click here to join CFA Institute and your local society.

 Benefits of Society Membership

CFA Society Portland (CFASP) offers five membership categories as listed below:

REGULAR MEMBERSHIP
Benefits:

  • Membership pricing to all events
  • Attendance at Annual Membership Meeting and Holiday Social at no cost
  • Ability to apply for and join CFASP Board of Directors
  • Voting rights for all issues placed before CFASP membership
  • Enjoy all benefits available to CFA Institute Regular Members

Requirements:
Meets all requirements for Regular Membership in CFA Institute and in CFASP Bylaws.

Cost:
$75 per year in addition to CFA Institute membership as a Regular Member
 
AFFILIATE MEMBERSHIP
Benefits:

  • Membership pricing to all events
  • Attendance at Annual Membership Meeting and Holiday Social at no cost
  • Enjoy all benefits available to CFA Institute Regular Members

Requirements:
Meet all requirements for Regular Membership in CFA Institute and in CFASP Bylaws

Cost:
$75 per year in addition to CFA Institute membership as a Regular or Associate Member

ASSOCIATE MEMBERSHIP
This membership is allowed at the discretion of CFASP and those applying for it must not be members of CFA Institute or plan on completing the CFA program.
Benefits:

  • Membership pricing to all events
  • Attendance at Annual Membership Meeting and Holiday Social at no cost
 Requirements:

Applicant must submit the application to CFASP

Cost:
$100 per year

RETIRED MEMBERSHIP
Benefits:
Membership pricing to all events

·         Attendance at Annual Membership Meeting and Holiday Social at no cost
·         Ability to apply for and join CFASP Board of Directors
·         Voting rights for all issues placed before CFASP membership
·         Enjoy all benefits available to CFA Institute Regular Members

Requirements:
Meet all requirements for Regular Membership in CFA Institute and in CFASP Bylaws.

Cost:
$25 per year in addition to CFA Institute membership as a Retired Member
 
STUDENT MEMBERSHIP

Benefits:
·         Attend CFASP educational programs at no cost
·         Enjoy all benefits available to CFA Institute Regular Members

Requirements:

Student must be enrolled at an accredited College or University and provide expected graduation date with application.  Membership expires on that date whether or not the student has graduated.  Student Membership Application

Cost:
$25 one-time membership fee

 Manage Your Membership

Already a member? Find out how to manage your membership.

 Adding or Changing Your Local Society

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