When we receive your application, CFA Institute and your local society will review your work experience and sponsor statements to determine your membership category, of which there are three:
1. Regular Membership
To qualify as a regular member of CFA Institute and a local society, an investment professional must meet all of the criteria listed below:
· Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
· Pass Level I of the CFA exam or such other appropriate examination as approved by the Board of Governors or pass the self-administered Standards of Practice Examination
· Have 48 months of acceptable professional work experience in the investment decision-making process
· Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
Both CFA Institute and a society must agree to accept an applicant as a regular member. In the event of a discrepancy, CFA Institute makes the final determination for regular membership status.
2. CFA Charterholder Membership
To qualify as a CFA charterholder member, you must satisfy the requirements to become a regular member and complete all three levels of the CFA Program.
3. Affiliate Membership
To qualify for affiliate membership, you must meet both of the following criteria:
· Agree to adhere to and sign the Member's Agreement and Professional Conduct Statement.
· Fulfill society requirements for affiliate membership
Please note that affiliate membership requirements vary by society, and stricter requirements than stated here may be imposed.
Once an applicant is approved for affiliate membership by a society, the applicant will automatically become an affiliate member of CFA Institute. CFA Institute affiliate members receive the same benefits as regular members, but do not have voting rights.
APPLY NOW