CFA Institute

Finance

About CFA Institute

CFA Institute is a globally recognized community of investment professionals dedicated to advancing ethics, market integrity, and professional standards within the investment industry. 

CFA Institute is a fee-based membership organization with over 190,000 members dispersed throughout more than 160 global markets and 150 local societies.

CFA Institute offers many benefits to its members. One of the key advantages is the opportunity to connect with a global association of investment professionals, fostering valuable networking and collaboration opportunities. Members can access continued professional learning content, including the latest research and exclusive volunteer opportunities. Additionally, members hold voting rights in the elections for the CFA Institute Board of Governors.

Membership is a requirement for promoting and utilizing the highly regarded Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) designations. 

Membership criteria include a bachelor's degree or equivalent education/work experience, a passing score on relevant exams, qualifying work experience and professional references. However, CFA Institute offers an Affiliate Membership option for those who do not meet the requirements for regular membership. This type of membership grants access to limited member benefits through acceptance into a CFA Society. 

Both membership types are $299 a year, along with any applicable society dues. For first-year members, the annual fees are pro-rated based on the month of joining. 

PARTNER PROGRAMS

CFA Institute Facts

Year Founded

1947

Member Count

150,000 - 200,000

HQ Location

Charlottesville, VA

Requires Invitation

No

Accepts Applications

Yes

Has a Mobile App

Yes

Offers Publishing Privileges

No

Annual Membership Fees

$250 - $300