Join or Renew

CFA Society Providence is proud to offer memberships to students and financial professionals. As a member, you will have access to special CFA events, luncheons, webinars, networking events, mentoring opportunities, and more. 

Membership to our local CFA Society® community is not limited to CFA charterholders. Count yourself among our network of more than 170,000 investment professionals by joining CFA Institute while you are a candidate in the CFA Program* and get immediate access to the benefits our current members and charterholders enjoy.

By tapping into our professional network and gaining insights about what you can expect as a you continue your journey to becoming a charterholder yourself, you can also get an edge on your peers in the CFA Program.

In a recent survey of those who became members of CFA Institute as candidates in the CFA Program, 85% of respondents said that membership has met or exceeded their expectations. Explore the benefits included with membership to CFA Institute.

Student Members

Student Membership is available to college-level students (undergrad or grad) interested in learning more about the CFA charter. Student members will have access to all CFA Providence events, as well as special university programs and networking opportunities.

Sign up as a student member here!

Charter Candidacy 

Becoming a Charterholder is a defining moment for many investment professionals and exemplifies a strong understanding of advanced investment analysis and real-world portfolio management skills. We outline everything you need to know to prepare for CFA® Program, so you can feel confident when enrolling.

You can find Candidate resources here.

Financial Professionals

Access a community of likeminded investment professionals—many of whom have been through the same rigors of the CFA Program as you—through our extensive local network. CFA Pittsburgh can help you with continuing education requirements, networking, and more.

If you would like access to future events as well as sign up for our periodic newsletter, please input your information here.