CFA Institute Membership

 

There are three types of membership: regular, CFA charterholder, and affiliate. You must become a regular member of CFA Institute to be eligible for the CFA charter. When you apply for membership with us, you don't choose your type of membership − we assign it based on your qualifications. (It may take up to eight weeks to review your application.)

 

Here's how the application process works:

 

1. Apply for Membership

2. CFA Institute and Society Review

3. Activate

Include sponsor forms (Your supervisor and a CFA Institute/society regular member)

Education requirements Work experience

File Professional Conduct Statement Pass Ethics Exam (if required) Pay member dues Enjoy member benefits

  

Need help? Read the membership FAQs or contact us.