CFA Institute Member Benefits

Helping you become a better, smarter, and more trustworthy investment professional

Advancing Your Career

  • Book_5972C8_Outlined
    Career Resources Take your career to the next level with exclusive career services and content for members that will help you achieve professional success, regardless of your career stage.
  • Bridge_5972C8_Outlined
    Waivers CFA Institute clears hurdles for our members around the world by providing a variety of waivers for regulatory licensing and qualification exams, certification programs, and other forms of accreditation.
  • Stairs 2_5972C8_Outlined
    CIPM Program Level I Exemption Earn the professional designation that provides investment management professionals with advanced risk and return performance evaluation skills. Charterholders are eligible to enter the CIPM Program as Level II candidates.
  • Cloud Upload_5972C8_Outlined
    Share Your Achievement You worked hard to earn your charter. Display your accomplishment so peers and employers can recognize that you achieved the highest distinction in the investment management profession.

Continuing Your Development

  • Graduation Hat_138761_Outlined
    Continuing Professional Development Stay current with the changing investment world and serve your clients with increased competence. The Continuing Education (CE) Program offers you technical expertise and industry knowledge to stay competitive. Explore our competency-based learning, events, and research.
  • Balance Scale_138761_Outlined
    Ethics and Standards Navigate the ethical situations you face with resources that offer practical guidance. The Code of Ethics and Standards of Professional Conduct help protect the integrity of CFA Institute and your designation.
  • Mobile Phone_138761_Outlined
    CFA Institute Members App Download our member-exclusive app to read the latest news and research, watch practitioner-relevant videos, talk with other members, and record your CE credit on the go.
  • Ticket_138761_Outlined
    Events Pricing for Members Take advantage of member rates for CFA Institute conferences.

Building the Profession

  • Globe_003DA5_Outlined
    Advocacy Our Advocacy efforts increase the global recognition of our designations and champion ethical behavior in the global capital markets and fair and transparent markets for all investors.
  • Megaphone_003DA5_Outlined
    Building Our Brand See how our global advertising campaigns are highlighting the value you bring to the investment industry and encouraging clients, employers, and institutions to demand CFA charterholders.
  • Three People_003DA5_Outlined
    CFA Societies Expand your network. Find fellow charterholders in your area. Connect with your local society. Representing members in more than 150 global markets, CFA Societies provide professional development opportunities, raise professional standards, and increase exposure to CFA charterholders.
  • Raising Hand 2_5949A7_Outlined
    Professional Conduct

    See how Professional Conduct efforts protect the integrity of CFA Institute membership, designations, and exam programs.

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.