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 General Information

CFA Society South Africa currently has around 1700 members the majority of whom are CFA Charterholders.

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Membership ​
The individual and collective benefits of society membership are valued by investment professionals at all levels, in every segment of the industry.    

Join CFA Institute for candidates who have completed and passed minimum Level 1. Please note CFA Society South Africa's code is "JB" - refer paragraph 2 on the form.

Apply to register to write CFA click visit

Become a Regular Member of a Society 
Each applicant for Regular Membership  of a member society shall be a Regular Member of CFA Institute and shall fulfill such other requirements as the Society may impose consistent with the requirements established by CFA Institute.

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Learn more about membership or contact our membership chair

Existing members of CFA Institute who wish to join the local society should apply through their online account.

CFA Institute forms - click on and click on “FORMS” at the bottom of the page.

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Review of Applications for Membership 
The Board shall have the right to review all applications for membership in the Society. 

Membership in CFA Institute 
Each Regular Member of CFA Society South Africa is also a regular member of CFA Institute. How to become a member of CFA Institute.
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Your responsibility as a CFA Sponsor:  Please refer:
CFA Institute Membership Sponsor Information, Application Binder.PDF(250kb)
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Maintaining Membership Status: 
To continue being a Member, each such individual shall 
a) adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles & Bylaws, the Code & Standards, and other rules relating to professional conduct; 
b) annually file a Professional Conduct Statement, unless excused as a recognized "Retired" Member (see below); 
c) pay membership dues.
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Affiliate Member. 
 Each applicant for Affiliate Membership of a member society shall:

  • Sign and submit a CFA Institute Member's Agreement, a CFA Institute Professional Conduct Statement, and any additional documentation requested by CFA Institute
  • Hold a bachelor's degree from an accredited academic institution or have equivalent education
  • Have one year of relevant investment 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

Sponsor Requirements.

Each applicant for Regular and Affiliate membership shall be sponsored by the applicant's supervisor and two (2) Regular members of the member society in good standing — at least one of whom is employed by a different firm than the applicant.

Review of Applications for Membership

The Society Board shall have the right to review all applications for membership in the society. In the event of disagreement concerning administration of Regular membership requirements, the society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of Regular membership provisions.

Membership in CFA Institute

Each Regular member of the society is also a Regular member of CFA Institute. Each Affiliate member of the society is also an Affiliate member of CFA Institute.

Maintaining Membership Status

To maintain membership, each individual shall

  • Adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles and Bylaws, the Code and Standards, and other rules relating to professional conduct
  • File a Professional Conduct Statement annually, unless excused as a recognized Retired member (see below)
  • Pay membership dues

Retired Members

To qualify to become a Retired member of the society, each individual shall

  • Be a member of the society at the time of application for retired status
  • Have been a member of CFA Institute for five years
  • No longer be substantially engaged in the investment decision-making process for compensation
  • Agree to the following:
    • Notify CFA Institute if retirement status changes
    • Be listed as Retired in the CFA Institute Membership Directory
    • Waive the right to be guaranteed a transfer of membership to another society

Membership List and Member Records

The secretary shall keep a list of and make available to CFA Institute the names and addresses of all members of the society and such other records and information relating thereto as the board shall determine.  The Board shall preserve its records and the records of its committees, with respect to each applicant and member, for such period as the board may determine.