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Join a global community of investment professionals dedicated to high ethical and educational standards and efficient markets. 
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Regular Membership:
​​We recommend regular membership for candidates in the CFA program. The application process has three phases and typical takes several weeks to be approved. Regular membership requires:
  • ​A bachelor's degree or equivalent education/work experience​.
  • A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
  • 48 months of professional work experience in investment decision making
  • 3 professional references
  • Local CFA Society membership (optional but strongly encouraged)
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Affiliate Membership:
We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or have not yet met the requirements for regular membership. Affiliate membership requires:
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 Benefits of Society Membership

  • Network with peers in the industry
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational local programs
  • Access additional resources, such as job announcements and newsletters


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 Become a Member

  • Brand new members click here to join CFA Institute and your local society.
  • Already a member of CFA Institute click here to join your local society.
  • Not in the CFA Program but would like to apply for membership click here to join CFA Institute and your local society.

 Manage Your Membership

Already a member? Find out how to manage your membership.

 Adding or Changing Your Local Society

Click here to make the change.