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 Manage Your Membership

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Click her​e to update your personal contact information with CFA Institute.​

 Membership Benefits

  • ​​​Network with peers in the indu​stry
  • 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 Requirements

  • Bachelor's degree or equivalent education/work/experience
  • Passing score on CFA Level I exam or the self-administered Standards of Practice Exam
  • 48 months of professional work experience in investment decision-making
  • ​Submission of a Member’s Agreement and a Professional Conduct Statement to CFA Institute
  • 3 professional references (or 2 if one is a regular member of the society in which you are applying to)​

 Retired Membership Requirements

  • Be an active CFA Institute member for at least 5 years
  • To ensure members receive the 70+ age benefit, members are encouraged to update their CFA Institute profile with the correct date of birth.​​

 Affiliate Membership Requirements

  • ​​​​Bachelor's degree or equivalent education/work/experience
  • 12 months of relevant work experience
  • Fulfill such other requirements as the Society may impose consistent with requirements established by CFA Institute
  • Be accepted by CFA Institute as an Affiliate Member
  • ​Submission of the CFA Institute Member's Agreement, the CFA Institute Professional Conduct Statement, and any additional documentation requested by CFA Institute
  • 3 professional references (or 2 if one is a regular member of the society in which you are applying to)​​

 Student Membership Requirements

  • ​Full-time undergraduate student pursuing a bachelor's degree in business, finance, or a discipline related to the investment-decision making process​
  • Full-or-part-time graduate student pursuing an MBA, Ph.D. or master's degree in a business-related major (*Note: part-time students must be enrolled in at least 6 credit hours per semester)
  • ​​Student must have and maintain a minimum 3.0 GPA and be in good standing in their school's academic program
  • Student's application must be submitted with a reference letter from a Professor of Finance, Business or Economics OR a regular CFA Institute member​​