- Does the CFA Institute membership year run from January to December?
- How can I transfer my society membership?
- I am now a member of CFA Institute but I have not yet established member login information. How do I obtain login information?
- How much will I be charged for dues once I become a member?
-
Can I submit my membership dues payment and Professional Conduct Statement online?
- I understand that dues are prorated after 1 January. I received a CFA Institute welcome letter in November; if I pay my dues in January, will I be charged the reduced rate?
- I paid my Seattle Society dues in June when I paid my CFA Institute dues. I have now moved to San Francisco and would like to apply for membership with the society. Will my Seattle Society dues transfer to the San Francisco Society?
- I am completing the Status Change Form to establish “retired” membership status with CFA Institute. Will my local society membership automatically be cancelled since I am retiring?
- I am currently an Affiliate member but now have the necessary work experience for regular membership. What do I need to do to upgrade my membership?
- How do I know if the work experience I have accrued meets the requirements to upgrade to regular membership?
General
Does the CFA Institute membership year run from
January to December?
No. The membership year runs from 1 July to 30 June.
How can I transfer my society membership?
Please submit the completed status change form (PDF) to
transfer your member society affiliation. Please note: Member society
dues are non-transferable and non-refundable.
I am now a member of CFA Institute but I have not yet
established member login information. How do I obtain login
information?
When your status changed from “candidate” to “member,” your
candidate login was automatically converted to allow you member access.
If you do not know your login, please
request a new one.
How much will I be charged for dues once I become a member?
View the member dues table. Member society dues vary; visit any society website for information on that society’s dues.
Can I
submit my membership dues payment and Professional Conduct Statement
online?
Yes. Online dues payment and
Professional Conduct Statement filing are both available.
I understand that dues are prorated after 1 January. I received a CFA Institute welcome letter in November; if I pay my dues in January, will I be charged the reduced rate?
The dues fee is based on the date your membership becomes active, not the date you pay your dues.
I paid my Seattle Society dues in June when I paid my CFA Institute dues. I have now moved to San Francisco and would like to apply for membership with the society. Will my Seattle Society dues transfer to the San Francisco Society?
No. CFA Institute and society dues are non-refundable and non-transferable. If you join the San Francisco Society, you will be responsible for dues payment for the remainder of the member year.
I am completing the Status Change Form to establish “retired” membership status with CFA Institute. Will my local society membership automatically be cancelled since I am retiring?
No. CFA Institute will notify the society of your wish to convert your society membership to “retired” status (if your society has such a category), but if you wish to cancel your local society membership, you must indicate that you are canceling your society membership in the appropriate section of the status change form (PDF).
I am currently an affiliate member but now have the necessary work experience for regular membership. What do I need to do to upgrade my membership?
You may complete the upgrade form (PDF) or, if you are simply updating work experience CFA Institute already has on file, you may e-mail us with your updated information.
How do I know if the work experience I have accrued meets the requirements to upgrade to regular membership?
If you believe you may have the necessary work experience for an upgrade to regular membership, you may complete the upgrade form (PDF). Or, if you are simply updating work experience CFA Institute already has on file, you may e-mail us with your updated information. If you are eligible for an upgrade, your request will be submitted to your preferred society for approval. If you do not qualify for an upgrade, you will be notified in writing.