Membership Types and Requirements
| Learn what happens when we receive your application |
When we receive your application, CFA Institute and your local society will review your work experience and sponsor statements to determine your membership category:
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Regular Membership |
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To qualify as a regular member of CFA Institute and a local society, an investment professional must meet all of the criteria listed below:
Both CFA Institute and a society must review your application for regular membership. All societies require you to provide sponsor forms from two individuals; these can be submitted online. In the event of a discrepancy, CFA Institute makes the final determination for regular membership status. |
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CFA Charterholder Membership |
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To qualify as a CFA charterholder member, you must become a regular member and complete all three levels of the CFA Program. |
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Affiliate
Membership
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To qualify for affiliate membership, you must meet both of the following criteria:
Once you're approved for affiliate membership by a society, you will be prompted to activate your membership. Affiliate members receive the same benefits as regular members, but do not have voting rights.
Note: Affiliate membership does not qualify you for the award of the CFA charter. You will need to update your work experience and apply to become a regular member in order to get your charter. If you don't have the necessary work experience, we'll assign you affiliate membership status. Candidates are often first approved as affiliate members. You may apply for an upgrade to regular membership before you activate. |





