CFA Society San Antonio

• 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
• Access additional resources, such as job announcements and newsletters

Regular Membership

This membership type is recommended for candidates in the CFA Program and required for award of the CFA charter.

To become a regular member of CFA Institute you will need to:

• 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
• Have 48 months of acceptable professional work experience in investment decision making
• Provide professional reference statements
• Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement
• Pay annual dues of $375, which includes CFA Institute dues of $275 and CFA Society of San Antonio dues of $100 
• Adhere to the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member

Affiliate Membership

This membership type is recommended for investment professional 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 member; however, affiliate members are not eligible for award of the CFA charter and may not vote on CFA Institute proxies.

To become an affiliate member of CFA Institute you will need to:

• Provide professional reference statements
• Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement
• Pay annual dues of $375, which includes CFA Institute dues of $275 and CFA Society of San Antonio dues of $100. 
• Adhere to the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.