CFA Society Sacramento

A Member of the CFA Institute Global Network of Societies

Membership Requirements

Regular Members Requirements

  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
  • Pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination as part of the activation process
  • Have 48 months of acceptable professional work experience in investment decision making
  • Provide professional reference statements
  • Apply for membership in a CFA society. Society membership is voluntary and highly recommended. Learn more.
  • Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement
  • Pay annual dues
  • Adhere to the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.
  • For further information about membership see the CFA Institute Membership website.

Affiliate Members Requirements

  • Fulfill the requirements for your selected member society
  • Provide professional reference statements
  • Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement
  • Pay annual dues
  • Adhere to the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.
  • For further information about membership see the CFA Institute Membership website.

Associate Members Requirements

    • The Associate Membership is only available to those who are not qualified to apply for the Regular or Affiliate membership
    • All Associate Members must fulfill the sponsorship requirements outlined in Section 2.08 of the CFA Sacramento Society Bylaws.
  • Student Member Requirements
    • Complete Student Member Application.
    • Pursue a bachelor's or master's degree in finance or other business courses of study related to the Investments field, and
    • Maintain a GPA of 3.0 or higher and be in good standing at an accredited college or university (waived for freshman students).
    • Membership must be renewed annually on a 12-month cycle since the day your membership is accepted.
    • Pay annual dues ($25).
    • Membership termination: one year after graduation, or until the end of the membership year in which the student discontinues his/her studies toward a degree in business or finance.
  • Claritas Program Member Requirements
    • The individual has successfully passed the Claritas exam administered by the CFA Institute.
    • Membership must be renewed annually on a 12-month cycle since the day your membership is accepted and payment is received. 
    • Pay annual dues ($150).