Renew Your Membership

As a member of CFA Institute, you embody the highest standards of practice and competence, advance the profile of your firm and professional networks, and demonstrate your commitment to champion professionalism on behalf of investors globally.

Log in to your account to renew your membership.

CFA charterholders, you must renew your membership to maintain your CFA designation. Each year, you will need to complete the following steps.

1. Pay your dues Each year, you must pay your annual dues in order to renew your membership. The membership period runs from 1 July to 30 June. CFA Institute and Society dues are non-refundable and non-transferable. Society dues vary by society.
2. Read and file a Professional Conduct Statement Annually, you must complete a Professional Conduct Statement to disclose any potential violations of the Code and Standards.
3. Review the following policies and procedures*

   • CFA Institute Articles of Incorporation and Bylaws (PDF)
   • Code of Ethics and Standards of Professional Conduct
   • Rules of Procedure for Professional Conduct (PDF)
   • How to Use CFA Trademarks or How to Use CIPM Trademarks

* Failure to comply with CFA Institute conditions, requirements, policies, and procedures can result in disciplinary sanctions, including suspension or revocation of the right to use the CFA designation.

If you have been a CFA Institute member for five or more years and are NOT currently engaged in professional activities, your membership may qualify for retired/unemployed status.

Please complete and submit the Member Retirement Form (PDF) for review and approval.

Consider joining your CFA Society—the organization that works to represent you while also providing excellent networking and professional development opportunities.