Regular
Membership
Regular Membership
Regular Membership
Regular membership is for anyone who has earned their CFA charter and is a CFA Institute member in good standing. Residents of certain countries may be prohibited by law from becoming a CFA Institute or society member. Please review the OFAC Compliance Policy.
Retired Status is Now Professional Leave
Although the definition has not changed (a member is not working in the profession and has been a member for a minimum of five years), CFA Institute has renamed Retired Status to Professional Leave. These members should apply for this membership type at renewal. Please select Professional Leave, then select Retired from the list of reasons. Once saved to your profile, complete the standard renewal process by selecting Professional Leave, and CFA Society Chicago.
BENEFITS
- - Complimentary tickets to programs and events.*
- - Access to job posting board and other members-only sections of the website.
- - Discounted member rates and access to members-only events.
- - Opportunity to serve as a volunteer on any society advisory group.
- - Voting privileges at the annual business meeting.**
- - CFA scholarships for eligible candidates.
- - Opportunity to participate in the mentor program.
ANNUAL DUES
CFA Society Chicago: $200
CFA Institute: $299
Professional Leave: $100
Society and Institute dues are paid through CFA Institute. Dues are collected on an annual basis from July 1 – June 30.
REGULAR MEMBERSHIP REQUIREMENTS:
A bachelor’s degree or equivalent education/work experience
A passing score on all three levels of the CFA Exam
4,000 hours of relevant work experience, over 36+ months as defined by CFA Institute
3 Professional References:
Only two professional references are required if you have a reference from a CFA Society Chicago member***
Meet the requirements to be awarded and to maintain the use of the CFA Charter and adhere to any new standards that may be required
Adhere to the Code of Ethics and Standards of Professional Conduct
Sign and submit the Member’s Agreement and the Professional Conduct Statement
* Regular, Affiliate, and Candidate Members who pay full membership dues receive two tickets for almost any CFA Society Chicago event. Professional leave members receive one ticket. Student Members are not eligible.
** Voting privileges do not apply to Affiliate, Professional Leave, Candidate, and Student Members.
*** References can be from anyone of your choosing. Supervisor references are preferred, but not required. Students only need one sponsor, either a professor or a CFA charterholder. To waive the supervisor sponsor requirement, e-mail CFA Institute at cmservices@cfainstitute.org to explain why you are not submitting a supervisor sponsor. For a detailed description and definition of these requirements, please visit CFA Institute.