CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

 Membership Requirements

CFA Society Winnipeg is a local chapter of CFA Institute. Becoming a member of CFA Society Winnipeg requires first joining CFA Institute, through which all membership applications are processed. Membership classifications for both CFA Institute and CFA Society Winnipeg are CFA Charterholder, Regular Member, Affiliate Member or Retired Member.  Click here for a description of the different membership types and more information on applying for membership.

CFA Society Winnipeg also offers the “Professional Network Service” (PNS) which does not require membership with CFA Institute. The PNS was introduced by CFA Society Winnipeg to meet the needs of financial professionals who would like to support CFA Society Winnipeg and receive discounts on CFA Society Winnipeg events, but do not intend on becoming a CFA charterholder. Therefore, PNS subscribers do not have access to any of the benefits of CFA Institute membership.  For more information on the PNS and how to apply, please contact us at info@cfawinnipeg.ca.

The table below outlines the options and requirements for each level of membership and includes information on dues and links to application forms.

Member Type CFA Charterholder Member Regular Member Affiliate Member PNS
Open To CFA Charterholders Only Candidates or Individuals who have completed the work experience requirements for the eventual award of the Charter AND have successfully completed Level 1 of the CFA Program Candidates or Individuals Candidates, Individuals or Corporations who do not wish to join CFA Institute but wish to support and be involved with CFA Society Winnipeg.
CFA Institute Annual Dues US $275 US $275 US $275  
CFA Society Winnipeg Annual Dues US $50 US $50 US $50 CDN $55
CFA Institute Membership Y Y Y N