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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. 

 

CFA Society Seattle is reducing membership dues by 50% for the 2020-2021 membership year

In response to the COVID-19 health crisis, CFA Society Seattle will be reducing our regular member and affiliate member dues by 50% for the 2020-2021 membership year. CFA Society Seattle is committed to supporting our members, the investment community and society as a whole. We will continue to provide member value through regular programming events, networking opportunities, advocacy efforts, and educational resources all in a digital format until it is once again safe to bring our local community together. We are proud to support our members' professional and career development.

Please take 5 minutes to activate or renew your membership today:

RENEW YOUR MEMBERSHIP


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

 

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REGULAR MEMBERS

 

Membership Dues

$105 annually ($380 including CFA Institute dues of $275)

(Does not reflect the 50% discount for the 2020-2021 Membership year)

 

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

$120 annually ($395 including CFA Institute dues of $275)

(Does not reflect the 50% discount for the 2020-2021 Membership year)


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

$47.50 annually ($147.50 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