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CFA Society Seattle offers three membership categories: Regular, Affiliate, and Student. Regular and Affiliate members enjoy the same benefits, but only Regular members hold voting privileges and can serve on the board of trustees. Candidates in the CFA Program are encouraged to join as Affiliate members and become Regular members as they earn the CFA designation.

 

Regular and Affiliate members belong to both the CFA Institute and CFA Society Seattle, and receive all of the CFA Institute Member Benefits, including career resources, industry content, and networking opportunities. Student members enjoy the benefits of the local society only. All three membership categories may attend events at the member rate (average $15 to $25 in savings), access our local CFA Society Seattle Job Board, and receive weekly newsletters with the latest industry trends and upcoming events. Please download our brochure, page 1​ and page 2​.

 

For additional information, please email our office at operations@cfaseattle.org.

 

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REGULAR MEMBERS

 

Membership Dues

$85 annually ($360 including CFA Institute dues of $275)

 

Membership Criteria

Hold a Bachelors 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 as part of the activation process.

Have 48 months of acceptable professional work experience in investment decision making.

Provide professional reference statements.

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AFFILIATE MEMBERS

 

Membership Dues

$100 annually ($375 including CFA Institute dues of $275)

 

Membership Criteria

Provide professional reference statements.

No work experience or completion of Level I CFA exam requirement.

 

All Regular and Affiliate Membership Applications are processed through the CFA Institute We​​​​bsite.​​

 

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RETIRED STATUS

 

Membership Dues

$37.50 annually ($137.50 including CFA Institute dues of $100)

Age 70 years and older: Dues are waived for both the CFA Institute and CFA Society Seattle.

Membership Criteria  

The CFA Society Seattle and the CFA Institute offer a Retired Status option for membership.

Retired Status includes all member benefits at reduced rates if you meet the criteria described on the Retirement Form.

If your personal circumstances changes, you may move your membership to an Unretired status.

 

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STUDENT MEMBERS

 

Membership Dues

$25 annually

 

Membership Criteria

Enrolled full-time at a regionally accredited four-year college or university or accredited institution offering an advanced graduate degree at the time of application and be in good standing at their respective college or university.

Signed by two sponsors, including a professor or faculty member at the college/university that they attend.

One sponsor must be a Regular member of the society.

 

Student Membership Application