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 Regular Membership

  • At least four years (48 months) of experience in: Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process; supervising persons who conduct such activities; or teaching such activities. Work Experience Guidelines
  • We recommend regular membership for candidates in the CFA and/or CIPM Program. You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I EXAM, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.
  •  2-3 professional references are needed.


 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. You must meet the eligibility requirements for your selected member society.
  • 2-3 professional references are needed.


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 CFA Society of Rochester Local Membership

​CFA Society of Rochester Local Membership is intended to make our Society's offerings available to local financial services professionals (retired CFA charterholders or folks unaffiliated with the CFA organization), as well as to members of our local community who currently do not intend to join the CFA Institute but subscribe to our mission and are interested in the benefits associated with its membership.

Local members, just as their regular counterparts, benefit by being a part of an organization committed to professional excellence and financial market integrity and offering local and regional professional and educational opportunities, including speaker series and networking with business leaders. Local and regular members enjoy discounted admission to our programming and networking events, as well as access to community service and volunteering opportunities.

If you are interested in being considered for our local membership, please follow the application process outlined in the attached guide​ or, to learn more, please contact us at [email protected] or say hello to one of our Board representatives at a future programming event. Thank you again for your interest in our organization.​