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 Institute - $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 Institute - $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).
    • Students are required to have an .edu email address and to submit that to the Society.
    • The membership year spans from 1 July to 30 June and must be renewed annually as of 1 July.  
    • 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 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].

    Guest Members

    Membership Criteria:

    • Reference from one CFA Society Sacramento Charterholder (If you don't know of a CFA Society Sacramento Charterholder, contact [email protected])
    • Adhere to the Code of Ethics and Standards of Professional Conduct
    • The membership year spans from 1 July to 30 June and must be renewed annually as of 1 July.
    • Anyone who works in financial services or academia are not eligible for the Guest membership.  

    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].