Charterholder membership
At the pinnacle of the CFA Institute global community, Charterholder members stand out in a crowded industry as ethical, skilled leaders who are setting the standard for professional investment management.
Designed for distinguished industry professionals
Charterholder members have completed the CFA Program and stand out across the globe as leaders who stay ahead of industry change. This membership demonstrates deep expertise, tenacity, ethics, and the highest professional standards.
USD 299/year
Who is eligible for Charterholder membership?
To be eligible for this membership, you must complete the CFA Program, and 4,000 hours of eligible work experience in a minimum of 36 months. You will also be required to provide three professional references (or two if one reference is a professional member of the society to which you are applying).
Highlights of Charterholder membership
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Use of the CFA designation, a globally recognized mark of advanced investment expertise, professional credibility, and ethical leadership.
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Shape the organization by exercising your voting rights.
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Recognition as a trusted investment industry professional, with access to roles and opportunities where your deep expertise and ethics are highly valued.
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Leadership in a worldwide community of acknowledged experts shaping the future of finance together.
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Connection to advanced research and academic learning to inform and refine your judgment and practice.
Set the standard for excellence
Lead in a global network of professionals
From visible leadership roles and high-level collaboration among your peers to mentoring the next generation, you’re part of a 200,000+ member community that’s shaping the profession.
Stand out in the field
Access charterholder-targeted roles with career platforms and employers who specifically seek the CFA® designation. Benchmark your progress and position yourself for top roles with Member Compensation studies and senior-career content.
Stay current in a shifting industry
Navigate complex decision making through premium ethics and standards resources. Get ongoing support for your leadership development with live, on-demand, and ongoing learning opportunities.
Get familiar with application requirements
When you apply for membership, you will be asked to provide professional references and to describe your current and prior job responsibilities that demonstrate qualified work experience.
Application resources
Use these resources to help you assess your eligibility and understand materials required for submission.
Qualifying work experience
Assess if your current and past job responsibilities meet the qualifications for regular membership.
Ready to apply?
Complete the CFA Program, have at least 4,000 hours of qualifying work experience accrued in a minimum of 36 months, and provide three references (or two if one of your references is a Professional member of the society to which you are applying).
Charterholder member benefits
Explore how this membership helps you set the standard in the investment industry. Access your benefits through the member portal as soon as you join.
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Career advancement |
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Networking & community |
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Learning & insights |
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A day in the life of a CFA Institute member
Discover how membership creates opportunities for networking, learning, and growing professional skills.
Frequently asked questions
If you’ve passed all three levels of the CFA Program and completed 4,000 hours of relevant work experience over at least 36 months, you’re ready to apply and take the next step in your professional recognition. Start your application.
If your role involves investment decision-making or supports that process—such as analysis, research, or portfolio management—there’s a strong chance it qualifies. You’ll have the opportunity to clearly outline your experience when you apply. Learn more at Application resources.
You’ll need to complete all three levels of the CFA Program to be awarded the CFA charter. You may qualify for Professional membership if you meet the work experience requirement. Once you’ve completed the CFA Program, you’re eligible to become a Charterholder member.
Having your work experience clearly documented and your references ready can help you move through the application process quickly – so you can start enjoying the benefits sooner.
CFA Societies
CFA Society® membership connects you with your local investment community through events, gatherings, and online touchpoints that help you lead in your market and deepen your understanding of the local investment and finance industry..jpg?w=568&v=a582bf06-b187-4fc1-a388-75a32654c005&itok=zsKQXhzM)
Not sure which membership is right for you?
Take a look at each CFA Institute membership type and learn which is designed for your current career stage and credentials.