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Become a Member

Demonstrate your commitment to the investment management profession

CFA Institute is currently home to 155,000 investment management professionals.

CFA Institute membership offers you opportunities to engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier educational resources and the latest industry insights throughout your career.

Membership also supports critical advocacy and outreach work all around the world that's inspiring greater investor trust, raising professional standards, and shaping a stronger future for the entire global investment industry.

Join a global community of investment management professionals dedicated to high ethical and educational standards.**

Learn more about member benefits

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

CFA Institute Membership

Regular Membership You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam or the self-administered Standards of Practice Exam. We recommend regular membership for candidates in the CFA and/or CIPM Programs. You must have 48 months of professional work experience in investment decision making. Yes, 2-3 professional references. USD 275
Affiliate Membership You must meet the eligibility requirements for your selected member society. 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. You must meet the work experience requirements for your selected member society. Yes, 2-3 professional references. USD 275
Retired/Unemployment Status You must have been a CFA Institute member for five or more years. You must NOT be currently engaged in professional activities that qualify as acceptable work experience.


USD 100

* The membership period runs from 1 July to 30 June. CFA Institute and Society dues are non-refundable and non-transferable.

Next Steps

Explore some of our membership requirements in detail so you can be sure you're ready to apply. 

Learn more about professional references

Review our work experience guidelines

Join a CFA Society

Consider joining your CFA Societythe organization that works to represent you while also providing excellent networking and professional development opportunities.

Find a CFA Society near you

After You Apply

Once you submit your application, it will go through our review process.

What to expect after you apply

Ready to Apply?

If you meet the requirements for retired status, complete and submit the Member Retirement Form (PDF) to us. Otherwise, create an account or log in to apply for regular or affiliate membership.


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