Membership

Regular, Affiliate, Professional Leave/Retired, Candidates and Student Members will have access to several benefits, including but not limited to: 

  • Discounted or free professional learning opportunities
  • Free networking events (Tap Tuesdays & Book Club)
  • Free career resources (Career Center, Career Tools, coaching, resume review)
  • Mentor Program to give back to the San Diego investment community
  • Discounted rates for CFA Institute events and conferences
  • Curated content on our society website
  • Discounts on Kaplan Schweser exam prep materials
  • Candidate support including mock exams, workshops, and live prep

Regular or Affiliate Member Fees: 
CFA Institute - $299 
CFA Society San Diego - $150

Professional Leave/Retired Member Fees:
CFA Institute - $100 
CFA Society San Diego - $50

Candidate Requirements

  • Currently registered as a Level I, Level II, or Level III candidate in the CFA Program. 
  • No CFA Institute sanctions for professional misconduct. 
  •  Adhere to all policies set forth in the Candidate Responsibility Statement signed when entering the CFA Program. 
  • Candidate membership is valid for one year and must be renewed annually. 
  • CFASSD Candidate dues are $50 annually and are not prorated. 
  • Must join as a regular member upon passing the Level III exam.
  • Candidate membership is only available to individuals who do not qualify as Regular or Affiliate members. 
Requirements: Application
Membership Period: July 1 - June 30 
Fees: $50

More info? Contact our Membership Chair here.
Apply 
Renew

Student Requirements

  • CFASSD's Student Membership is available to those who are matriculating toward a bachelor's or master's degree in finance, business, accounting, economics, or other courses of study related to the investment decision-making process.
  • Student membership is valid for one year and must be renewed annually.
  • CFASSD student dues are $50 annually and are not prorated.
  • Individuals may maintain student membership status for one year after graduation or until the end of the membership year in which the student discontinues his/her/their studies toward a degree in business or finance.
  • Student membership is only available to individuals who do not qualify as Regular or Affiliate members.
​Requirements: Application & Transcript (unofficial copy)
Membership Period: July 1st to June 30th
Fees: $50

More info? Contact our Membership Chair here. 
Apply