Retired Membership ($40 per year) is open to individuals who have been a Regular or Affiliate Member of the CFA Institute for at least five years but are no longer an active Regular or Affiliate Member of the CFA Institute. Retired Members can no longer be substantially engaged in the professional practice of financial analysis, investment management, securities analysis, or other similar profession for compensation. There are additional criteria that may allow you to request professional leave for additional circumstances.
Retired Members must update their status through CFA Institute and submit the below form.
Submit Retired Membership Form
Request Retired Membership Status