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What to Expect After You Apply

Editing Saved Applications

The contents of your membership application can be edited while in Saved status. Once submitted, changes cannot be made.

If you need to edit the contents of your application and it is already in either the Work Experience Review or Under Review - Society state, you will first need to withdraw the application. When you withdraw, the references that were submitted with that application will remain with your record and do not need to be resubmitted when you reapply.

Application Review Timeframe

CFA Institute may take up to 10 business days to review regular membership applications. Once completed, we send the application to the local society for review. Affiliate membership applications are sent directly to the society for review. Society review times vary, but may take up to four weeks for regular member applications. You will receive an email once your application review is complete.

Help us keep in touch by ensuring that your contact information is up to date. If we have questions regarding your work experience, we will contact you by email or phone.

Understanding Application Statuses

Find out what your application status means.

  • Saved: Your application has been saved, but not submitted for review.
  • Work Experience Review: CFA Institute is currently evaluating your work experience. This can take up to 10 business days.
  • Under Review- Society: Your application is being evaluated by the society. Society review can take up to 30 calendar days.
  • Approved: Your application for membership was approved. Membership may need to be activated by paying dues and/or filing the Professional Conduct Statement.
  • Not Approved: CFA Institute completed the review of your application, but membership requirements have not been met.
  • Withdrawn: Your application was withdrawn from review.
  • Expired: Your application remained in society review for more than 180 days; you should re-apply.

Activating Approved Memberships

We will notify you by email when your application has been approved. You can then activate your membership by logging into your CFA Institute account and

Your first dues payment will vary depending on when you first join:

  • If you join between 1 May 2018 and 31 March 2019, your annual dues are US 275 and are valid through 30 June 2019. You will be billed again in May 2019 for the following year (2019-2020).
  • If you join between 1 April 2019 and 30 April 2019, you will enjoy a complimentary membership through 30 June 2019. You will be billed in May 2019 for the following membership year (2019-2020).

Manage Your Applications

Log in to your account to activate or edit your member and society applications.

Manage Applications

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