Join or Renew

Become a Member

Click here to learn how to join CFA Institute and CFA Society Shanghai

How to Renew

Click here to learn about the membership renewal procedures for CFA Institute and CFA Society Shanghai.

Membership Dues

  • CFA Institute dues: US$299
  • CFA Society Shanghai dues: RMB500

Notes:

  • Annual Due of CFA Society Shanghai need to be paid separate from CFA Institute dues. Please pay the dues in society's own membership website.
  • The fiscal year of CFA Society Shanghai runs from 1 July to 30 June, the same with CFA Institute.
  • According to the arrangement of CFA Institute, CFA Society Shanghai will open the Membership Renewal in early May.
  • New members applying to join the Society for the first time between January 1 and April 30 may pay membership fees at the half-year rate.

*Please note that in the mainland of China, CFA Institute and CFA Societies accept CFA charterholders only. Please make sure you have already paid the Annual Dues of CFA Institute. For the Annual Dues of CFA Institute, please refer to the information posted on CFA Institute's website.

If you have any questions, please send your request to us at [email protected].

成为会员

如果您是首次*申请加入CFA上海协会，您需完成以下操作：

*首次指此前从未在上海协会本地会员系统中缴纳过500元会费并激活会籍。

如何续费

如果您已经是CFA上海协会的正式会员，续费过程中无需重新提交会员申请，只需简单两步：

  • 完成CFA Institute官网续费：
  • 官网续费后1～2个工作日将收到本会发送的续费支付邮件，可搜索标题“通过审批”查找，专属续费链接也将通过微信发送。

您可点击此处，了解会籍续费的详细流程。您也可以登陆本会会员系统，在“活跃会员”页面查看您的续费进度。

会费标准

  • CFA Institute年费：US$299/年
  • CFA Society Shanghai会费：￥500元/年     

会费说明：

  • CFA Society Shanghai会员年度与CFA Institute一致，固定为每年的7月1日至次年的6月30日；
  • 参考CFA Institute续费安排，本会将在每年五月初开启下一会员年度的续费周期；
  • 新会员会费优惠：1月1日至4月30日首次申请加入本会的新会员，可按半年会费标准缴纳会费。