Membership

Regular & Affiliate Members will have access to several benefits, including but not limited to: 

  • 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
  • Our events have a reduced price for our members

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​​
  • 3 professional references​
  • Local CFA Society membership (optional but strongly encouraged)

Apply for Regular Membership

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:

Apply for Affiliate Membership