CFA Institute member and supervisor. The supervisor requirement is waived if the applicant is the principal of the firm, a student, retired, self-employed, unemployed, or if providing a supervisor sponsor places the applicant in a difficult professional position.
Dues: $100 Regular and Affiliate, $20 Retired
To Become a Regular Member
An individual must be a Regular Member of CFA Institute. Each applicant seeking to become a Regular Member of the Society shall be a Regular Member of CFA Institute and shall fulfill such other requirements as the Society may impose consistent with the requirements established by CFA Institute.
To Become an Affiliate Member
To become an Affiliate Member of the Society, an individual shall fulfill one of the following requirements:
be in good standing within the financial community
be active (or retired) in the investment business
be enrolled in the CFA program
To Become a Retired Member
To qualify to become a "Retired" Member of the Society, each such individual shall
at the time of application for retired status, be a Member of the Society
have been a member of CFA Institute for five years
no longer be substantially engaged in the Investment Decision-Making Process for compensation
agree to the following
to notify CFA Institute if retirement status changes
to be listed as "Retired" in the CFA Institute Membership Directory and
to waive the right to be guaranteed a transfer of membership to another society.