CFA Institute Member Benefits

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

Advancing Your Career

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    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.
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    Marketing Materials Download digital and print marketing resources from The Right Question campaign, created to help you convey the value of your designation and promote your own wealth management practice to high-net-worth investors.
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    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.
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    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.
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    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

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    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.
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    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.
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    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.
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    Events Pricing for Members Take advantage of member rates for CFA Institute conferences.

Building the Profession

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    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.
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    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.
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    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.
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    Professional Conduct

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

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