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 Member Benefits

  • Networking
    • Our Society has 600+ members from prestigious institutions both in CT, NY and beyond. You will create new relationships at any of our great networking events throughout the year.
  • Ongoing Learning
    • Our Society has attracted well know speakers on a variety of relevant topics. Past events have ranged from the energy market, behavioral finance, angel investing and investment writing just to name a few.
  • Value
    • Annual membership is $75. This includes attendance to two free events, our Annual Board Meeting and Annual Holiday Party, which have been held at exclusive local venues. Membership also includes free admission to networking events and discounted admission to educational programs. 

 Types of Membership

  • Regular. You must be a CFA Charterholder.
  • Affiliate. You haven’t yet passed Level III or don’t have the required work experience.
  • Adjunct. Ideal for those in the early stages of the CFA program, Claritas members, students and those in academia. Adjunct members enjoy the same benefits of regular members except you do not have access to CFA Institute benefits or the right to vote or hold office in the Stamford Society.

 How to Join CFA Society Stamford

Regular and Affiliate Membership with CFA Society Stamford and CFA Institute. Click Here to apply.

Adjunct members (Adjunct members are local members who do not qualify as a regular/affiliate member). Click Here to apply.

 How to switch to CFA Society Stamford from another CFA Society

Log In to the CFA Institute website and go to Manage Account. Within the Manage Account section click the Membership tab and proceed to “Membership and Society Applications."

 Learn More

Please join us at one of our upcoming events to learn more. If you have any questions regarding how to become a member please email me at