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 Membership Types

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​MEMBERSHIP TYPE​​COSTCFAI MEMBERSHIP ​
REQUIRED​​​​
REQUIREMENTS
REGULARCFAI: $275
Society: $100
Total: $375
Yes
  • 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)
AFFILIATECF​AI: $275
Society: $100
Total: $375
Yes
  • ​​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 CFAI Member's Agreement, the CFAI 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)
RETIREDCFAI: $100
Society: $50
Total: $150

*70+ Pricing
CFAI: $0
Society: $0
70+ Total: $0
Yes
  • Be an active CFAI member for at least 5 years
  • Note: In order to ensure members receive the 70+ age benefit, members are encouraged to update their CFAI profile with correct DOB​
STUDENTSociety: $25
Total: $25
No
  • ​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 CFAI member