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Candidate Services

As a Candidate in the CFA Program, you have demonstrated a commitment to your career in investment management. CFA Society Chicago understands the complexities and demands of this process, and our goal is to support you every step of the way.

CFA Society of Chicago invites you to join our organization as a Candidate Member. This local membership provides an extensive array of services designed to meet the specific needs of Candidates.

Learn about the many exciting benefits of becoming a member of CFA Society of Chicago.

Download and print our ABC's of CFA® Candidate Membership brochure.

Download a CFA Chicago Candidate Membership application.

Explore the relationship between CFA Institute and local societies and the benefits offered by each.

Read Frequently Asked Questions about Candidate Membership.

We look forward to serving your needs as a CFA Society of Chicago member!

Note: You are NOT a Candidate Member of CFA Chicago until you complete a member application, pay dues, and are notified that your application has been accepted. Enrollment in the CFA Program is independent from membership and member benefits. CFA Chicago Candidate Membership is a LOCAL membership only.

  • For information about a Regular or Affiliate Membership, please visit www.cfainstitute.org. You are NOT a Regular or Affiliate member of CFA Chicago or CFA Institute until you complete a member application, are approved by both organizations, and pay dues. You will need to apply for Regular Membership with CFA Institute and CFA Chicago in order to receive your Charter.