Requirements to Become a MemberDemonstrate your commitment to the investment management profession

Stay relevant in the fast-paced world of investment management by joining the world’s largest association of investment professionals.

Regular Membership

We recommend regular membership for candidates in the CFA program. The application process has three phases and typically takes several weeks to be approved.

Please review the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

Online Application Checklist

Here's what you'll need to apply for CFA Institute regular membership:

  • 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. (CFA Society membership is optional but strongly encouraged.) Join a CFA Society.

Ready to Get Started on Your Application?

Apply for Regular Membership

What happens after I submit my application?

Affiliate Membership

We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership.

Please review the OFAC Compliance Policy. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

Online Application Checklist

Here's what you'll need to apply for CFA Institute affiliate membership:

Ready to Get Started on Your Application?

Apply for Affiliate Membership

What happens after I submit my application?

After You Submit Your Application

We will notify you by email if and when your application is approved. You can help speed up the process by making sure your contact information is up to date in your account.

Activating Your Membership

Once you've been approved, you can activate your membership by: