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Benefits

Charterholder

Regular

Affiliate

Student

Candidate
Complimentary Event Tickets*
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Access to Job Posting Board and other Members-Only Sections of our Website
Discounted Member Rates and Members-only Events
Opportunity to serve as a Volunteer on any Advisory Group
Voting Privileges at Annual Business Meeting**
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Kimberly Paige Memorial Study Scholarship (includes 1 Enhanced Stalla System program per level/per exam. Candidate chooses format: live, online or self-study CD). ***
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Discounted Stalla Preparatory Courses for CFA Exam ***
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Assistance with Study Groups to better prepare for the CFA Exam***
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Free CFA Mock Exam (in partnership with Stalla) and Discount on Mock Exam Review***
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If you have been a member of the Society for at least five (5) years and are no longer engaged in active practice on a salary or fee basis, visit the Retired Status page for more information about this membership category.

* Affiliate, Candidate, and Regular members who pay full membership dues of $150 receive two (2) event tickets. Retired members receive one (1) event ticket. Student-members do not receive any function tickets.

** Voting privileges do NOT apply to Retired, Candidate, and Student members.

*** Added benefits for members who are registered candidates taking the CFA Exam.