CFA Institute Membership

 

You must become a regular member of CFA Institute to be eligible for the CFA charter.

 

There are three types of membership: regular, CFA charterholder, and affiliate. 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 12-16 weeks to review your application.)

 

 

Here's how the application process works:

 

1. Meet Preliminary Requirements

2. Apply for Membership

3. CFA Institute and Society Review

4. Pay Dues

Pass Level I of the CFA Exam (or if you aren't a CFA candidate, pass a self-administered ethics exam)

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

Education verification Work experience Professional conduct

Billed upon acceptance

 

 

Get more on:

• Types of membership and membership requirements
• Work experience requirements
• Benefits of membership

 

Need help? Read the membership FAQs or contact us.