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Renew Your Membership

Stay current, connected, and effective in the profession

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

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.

Learn more about member benefits

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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. * 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.

Not Currently Employed in the Financial Profession?

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.

Not a Member of a CFA Society?

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

Join a CFA Society

Share Your Accomplishment

Learn how to share your designation on social media

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