CFA Society Sacramento

Member Definitions

Regular Members

• This membership type is recommended for candidates in the CFA Program and required for award of the CFA charter.
• Regular Members are individuals who have met the membership requirements set forth by the CFA Institute and Section 2.03 of the CFA Sacramento Society Bylaws.
• For additional information regarding requirements please follow this link: Regular Members Requirements

Affiliate Members

• This membership type is recommended 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 members receive the same benefits as regular members, however, affiliate members are not currently eligible for award of the CFA charter and may not vote on CFA Institute proxies. Society membership is required for affiliate membership
• Affiliate Members are individuals who have met the membership requirements set forth by the CFA Institute and Section 2.05 of the CFA Sacramento Society Bylaws.
• For additional information regarding requirements please follow this link: Affiliate Members Requirements

Associate Members

• This is a new category specially designed for students pursuing a finance related degree and successful Investment Foundations program candidates.  With this membership, you are now able to access many benefits offered by the CFA Sacramento Society including networking, job listings, and much more!
• For additional information regarding requirements please follow this link: Associate Members Requirements

• Student
• Student Associate Members are individuals who are currently enrolled in an accredited academic institution in the field of finance or a related business course of study.

• Investment Foundations (formerly Claritas) Program
• Investment Foundations Program Associate Members are individuals whom have successfully fulfilled the requirements to obtain the Investment Foundations certificate.
• To learn more about the Investment Foundations Program, please see the attached flier:  Investment Foundations Certificate Flyer