Change Your Membership Status

 

Add Society Membership: Add membership in one or more societies.

 

Upgrade Membership: If you meet the necessary requirements, request an upgrade from affiliate to regular membership.

 

Discount Membership: In response to the market crisis the retired status requirements have been relaxed, and renewing members who are not currently employed due to market conditions can apply for a reduced rate by applying for “retired” status on the retirement form (PDF). This is a temporary status which should be upgraded to regular membership once your situation improves or changes.

 

Retired Membership: If you meet the retired membership requirements on the retirement form (PDF), submit the form to CFA Institute. Retired membership includes access to many of the benefits of regular membership with the option to purchase the others for a nominal fee.

 

If you are currently a retired member but no longer qualify for retired status, request a return to full membership.

 

Reactivate Membership: If you were previously a member but your membership has lapsed, reactivate your membership.