Membership

Regular Members

Membership Criteria:

  • 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
  • At least 4,000 hours of relevant experience, completed in a minimum of 36 months
  • 2 or 3 professional references.

Regular Member Fees:
CFA Insitute - $299
CFA Society Sacramento - $150

Please follow this link to begin your Regular Member Application.

Affiliate Members

Membership Criteria:

  • Provide professional reference statements
  • Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement

Affiliate Member Fees
CFA Insitute - $299
CFA Society Sacramento - $150

Please follow this link to begin your Affiliate Member Application.

Student Membership

Membership Criteria:

    • 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.
    • Students must have an .edu email address.
    • 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.

    Students
    Please complete and adhere to the Professional Conduct Statement.  Once completed submit your payment through the Online Payment Processing link below. If you have any questions, please contact [email protected].

    Guest Members

    Membership Criteria:

    Guests
    Please complete the Membership Application, Professional Conduct Statement and adhere to the Code of Ethics/Standards of Professional Conduct.  Once completed submit your payment through the Online Payment Processing link below. If you have any questions, please contact [email protected].