Membership Types

TYPES

PRICE

QUALIFICATIONS

APPLY

REGULAR
(Joint Membership)

• Bachelor's degree or equivalent
• Pass Level I of the CFA exam, Level II of the CIPM exam or pass the self-administered Standards of Practice Exam (also known as the Ethics Exam)
• 4,000 hours of professional work experience
• Maintain membership with CFA Institute

LINK TO CFA INSTITUTE

AFFILIATE 
(Joint Membership)

• Sign Professional Conduct Statement.
• An active candidate for Level I of the CFA exam or Standards of Practice Exam, or
• Interests are closely aligned to the objectives of CFA Institute & CFALA

LINK TO CFA INSTITUTE

 ASSOCIATE
(Local Membership)

• The interest to increase knowledge of investments and network with financial professionals 
• Bachelor's degree or equivalent
• Interests are closely aligned to the objectives of CFALA, or entry level individuals and support staff in the finance industry, or aspiring CFA Charterholders
• If you have passed Level II of the CFA Program, you must apply for Regular or Affiliate membership through CFA Institute
• (*) If you are an ACTIVE candidate currently enrolled in the CFA Program Level I or Level II Exam, you may be eligible for a discounted rate of $50.

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CLICK HERE TO APPLY FOR ACTIVE CANDIDATE DISCOUNT

STUDENT
(Local Membership) 

• Actively enrolled - either full-time or part-time - and in good standing with an Undergraduate or Graduate Finance, Business, and/or Economics program at a college or university
• If you have passed Level II of the CFA Program, you must apply for Regular or Affiliate membership through CFA Institute
• Student Memberships are restricted & are not eligible to attend select Member Only events

CLICK HERE TO APPLY