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 Regular Members

CFA Society San Diego offers Regular Membership 
for candidates in the CFA and/or CIPM Programs. You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.

Work Experience: 4000 hours

References: 2-3 professional references

Membership PeriodJuly 1 - June 30 

Fees: $425
CFA Institute - $275 
CFA Society San Diego - $150

Retired Member Fees: $150
CFA Institute - $100 
CFA Society San Diego - $50

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.​

Learn more here

 Candidate Members

CFA Society San Diego offers Candidate Membership for candidates in the CFA Program. You must be currently registered as a Level I, Level II, or Level III candidate in the CFA Program. You must join as a regular member upon passing Level III exam.  Candidate membership is only available to individuals who do not qualify as a Regular or Affiliate members. 

Requirements: Application

Membership PeriodJuly 1 - June 30 

Fees: $50

More info? Contact our Membership Chair here.

 Affiliate Members

CFA Society San Diego recommends Affiliate Membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership. 

Work Experience: 12 months

References2-3 professional references

Membership Period: July 1 - June 30 

Fees: $425
CFA Institute - $275 
CFA Society San Diego - $150

Learn more here​

 Student Members

CFA Society San Diego offers Student Membership that gives students access to programs luncheons, our career center, and networking events with peers and CFA Society San Diego's professional membership - some of San Diego's most well-known and successful financial professionals. Follow the instructions to submit your application, and begin a new chapter in your investment industry career today!​

Requirements: Application & Transcript (unofficial copy)

Membership Period: July 1st to June 30th

Fees: $50

More info? Contact our Membership Chair here