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Become a Member

Become a member to use your CFA® and CIPM® designations, engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier professional learning resources and the latest industry insights.

Start Your Application

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Get Familiar with Application Requirements

When you apply for regular membership, you will be asked to provide professional references and to describe prior job responsibilities that demonstrate qualified work experience. Before starting your application, use these resources to help you assess your eligibility and understand materials required for submission.

  • C-Suite Members Icon Professional References

    Understand how many professional references to provide and who should be included in support of your application.

  • luggage icon Qualifying Work Experience

    Find out if your current and past job responsibilities meet the qualifications for regular membership. Use our self-assessment tool.

  • paper and pen icon Well-Written Job Descriptions

    Get tips on how to write high-quality job descriptions to clearly describe how your responsibilites satisfy the requirements.

Review Membership Types

You can either become a regular member—with qualifying work experience in the investment decision-making process—or an affiliate member of CFA Institute. See the chart below to choose the right option for you before you start the application.

Before applying, review the OFAC Compliance Policy. Residents of certain countries or markets may be prohibited by law from becoming a CFA Institute or society member.

For applicants in mainland China, to comply with local regulatory requirements, we only accept individuals who are eligible for the CFA designation, having passed Level III of the CFA® Program and meeting professional work experience requirements. Additionally, the CIPM® designation is not offered in mainland China.

Question Regular Membership Affiliate Membership
Who is this for? Investment professionals directly involved in or supporting the investment decision-making process. Regular membership is a prerequisite to earning the CFA charter and CIPM certificate. Investment professionals who do not meet the eligibility requirements of regular memberships or do not intend to participate in the CFA Program or CIPM Program.
How do I become eligible? A bachelor's degree or equivalent education/work experience and a passing score for the Level I CFA Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam. You must meet the eligibility requirements for your selected member society and become a member of that society.
What member benefits are included? Voting rights for CFA Institute Board of Governor elections. Access to the latest research, continued professional learning content, member directory, and exclusive volunteer opportunities. Access to the latest research, continued professional learning content, member directory, and exclusive volunteer opportunities.
What kind of work experience do I need? At least 4,000 hours of relevant experience, completed in a minimum of 36 months You must meet the work experience requirements for your selected member society.
How many professional references do I need? 2 or 3 professional references. 2 or 3 professional references.
How much are annual fees?

USD275 for CFA Institute. Society dues vary by society.

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.

USD275 for CFA Institute. Society dues vary by society.

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.

When is the membership year?

The membership year spans from 1 July to 30 June

The membership year spans from 1 July to 30 June

CFA Institute and society dues are non-refundable and non-transferable. CFA Institute accepts Visa, MasterCard, American Express, Diners Club, JCB, Discover, China UnionPay (银联), and AliPay (支付宝).

Prorated Membership Fees

CFA Institute offers membership at a cost of USD275 for the full membership period—which starts 1 July each year. The annual fee for first time members can vary depending on the month they decide to join. Use our chart of monthly prorated fees to understand what your membership will cost.

View the Prorated Membership Fee Chart

Maintaining Your Charter

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Earning the CFA charter and designation signals a financial professional committed to inspiring greater investor trust, raising professional standards, and shaping a stronger future for the global investment industry.

"To me, being a CFA charterholder means a lifelong commitment to excellence."

Jenny Atout Ahlzén, CFA

Let's Strengthen Our Markets

Get involved with a member society and connect with other financial professionals who are driving change in their local markets. Applying to a society is a requirement for applying for CFA Institute membership.

Explore the CFA Society® Community

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