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Become a Member

Demonstrate your commitment to the investment management profession

CFA Institute is currently home to more than 150,000 CFA charterholders worldwide in 165+ countries and regions.

CFA Institute membership offers you opportunities to engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier educational resources and the latest industry insights throughout your career.

Membership also supports critical advocacy and outreach work all around the world that's inspiring greater investor trust, raising professional standards, and shaping a stronger future for the entire global investment industry. You must be a member of CFA Institute to use the CFA designation.

Join a global community of investment management professionals dedicated to high ethical and educational standards.

Learn more about member benefits

* CFA Institute regular membership is a requirement to use the CFA designation.

** Please review the OFAC Compliance Policy before applying. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

Applicants in mainland China: We only accept individuals who are eligible for the Chartered Financial Analyst (CFA) designation, having passed Level 3 of the CFA Program and meeting professional work experience requirements as noted below.

Ready to Apply?

Create an account or log in to apply for regular or affiliate membership.

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CFA Institute Membership

Regular Membership We recommend regular membership for candidates in the CFA and/or CIPM Programs.You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam. You must have 48 months of professional work experience in investment decision making. Yes, 2-3 professional references.

USD 275

Membership Period: 1 July - 30 June

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.

Affiliate Membership We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership.You must meet the eligibility requirements for your selected member society. You must meet the work experience requirements for your selected member society. Yes, 2-3 professional references.

USD 275

Membership Period: 1 July - 30 June

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.

* CFA Institute and Society dues are non-refundable and non-transferable. Society dues vary by society.

Prorated Dues Schedule for New Members

The Member Year runs from 1 July through 30 June.

New Member Join Month Prorated Fee
July Full Dues
August Pay only months remaining (11 months)
September Pay only months remaining (10 months)
October Pay only months remaining (9 months)
November Pay only months remaining (8 months)
December Pay only months remaining (7 months)
January Pay only months remaining (6 months)
February Pay only months remaining (5 months)
March Pay only months remaining (4 months)
April Pay only months remaining (3 months)
May Full dues for next year (May/June free)
June Full dues for next year (June free)

CFA Society Membership

When you apply for CFA Institute membership, you concurrently apply to a CFA Society.

While CFA Society membership is voluntary, it gives you access to a community of investment professionals in your area, as well as local continuing professional development activities and networking events.

Find a CFA Society near you

Next Steps

Explore some of our membership requirements in detail so you can be sure you are ready to apply. 

Learn more about professional references

Review our work experience guidelines

After You Apply

Once you submit your application, it will go through our review process.

What to expect after you apply

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