Membership

Benefits of Society Membership

  • Network with peers in the industry
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational local programs

Charterholder Membership
The most distinguished professionals in the industry. Demonstrates a mastery of investment management skills and a commitment to continued excellence and ethics. Access to all member benefits.

  • Member of CFA Institute and CFA Society Sacramento 
  • 4000 hours of relevant work experience over 36+ months
  • Passed all three levels of the CFA Program
  • Professional references

Regular Membership
Provides seasoned industry professionals affiliation with CFA Institute and access to exclusive member benefits for continued education and career development.

  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
  • Pass Level 1 of the CFA exam, Level II CIPM® or pass the self-administered Standards of Practice Exam 
  • 4000 hours of relevant work experience over 36+ months
  • 2 or 3 professional references.

Affiliate Membership
Individuals who are not qualified for CFA charterholder or regular membership can align with CFA Institute and take advantage of member benefits.

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

Dues​

CFA Institute annual membership dues are $299 for Charterholder, Regular, and Affiliate. 
Society annual membership dues are $150 for Charterholder, Regular and Affiliate members.

Join or Renew

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 a California accredited college or university (waived for freshman students).
    • Students are required to attend a California University and have an .edu email address to submit 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].