Transfer From Another Society

If you moved to Chicago, you may transfer your current society membership to CFA Chicago.

To transfer your membership, please do one of the following:

• Email cmservices@cfainstitute.org with your request to transfer societies; OR
• Call CFA Institute with your request to transfer society: 800-247-8132

Note: If you have already paid your dues for your current local chapter, these dues will NOT be applied towards the Chicago chapter's dues. Please allow up to 8 weeks for processing.

CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by the CFA Society of Chicago or verify or endorse the pass rates claimed by the CFA Society of Chicago. CFA, Chartered Financial Analyst, and the CFA Institute Logo, are just a few of the trademarks owned by CFA Institute.

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