Membership Requirement
CFA Japan入会資格
正会員
- 大学卒業以上(またはそれに相当する学位や職業経験)の学位を有していること。
- レベル1を合格していること、または自己監督の元でStandard of Practice Examinationに合格してい ること。
- 4,000時間(或いは36か月)以上の投資の意思決定にかかわる実務経験を有すること。
- ローカルソサエティの入会基準をみたすこと。準会員からのアップデート以外の場合は2名の推薦者の方からの推薦状を添付すること。(推薦者に条件あり)
- CFA InstituteのMembers Agreement や Professional Conduct Statement、またはCFA Instituteが要求する書類に同意し、遵守すること。
準会員において、上記の条件を満たした場合、自己データを更新して正会員へのアップグレードをオンラインで申請できます。
準会員
準会員は正会員と同様の特典を享受することができます。ただし準会員には選挙の際の投票権がありません。
- CFA InstituteのMembers Agreement と Professional Conduct Statementに同意し、遵守すること。
- 2名の推薦者の方々からの推薦状を添付すること。(推薦者に条件あり) 推薦状はオンラインで作成できます。
注)準会員はCFA資格を取得することはできません。 受験者ははじめに準会員として承認をうけて、既定の実務経験を経たのち、正会員にアップグレードの申請をします。
尚、CFA資格保持者になるためにはCFA協会の正会員であり、かつCFAプログラムの全3レベルを合格していることが必要です。
アソシエイト会員
- 直近の1年間にCFA試験プログラムを受講していること。
- CFA JapanのProfessional Conduct Statementに同意して署名すること。
アソシエイト会員のご案内
その他
プロフェッショナル会員 のご案内
CFA Society of Japan
Regular Membership
To qualify as a regular member of CFA Institute and a local society, you must:
- Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
- Pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination.
- Be accomplished professionals with at least 4,000 hours (over a period of not less than 36 months) of experience in investment decision making that meets our work experience guidelines.
- Fulfill society requirements, which vary by society (find a society). Unless you are upgrading from affiliate membership, all societies require two professional references as part of each application; these are submitted online by your sponsors.
- Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
If you are an affiliate member and meet the requirements stated above, you must update the appropriate information in your account and submit an online membership upgrade application.
In the event of a discrepancy, CFA Institute makes the final determination for regular membership status.
Affiliate Membership
Affiliate members receive the same benefits as regular members, but do not have voting rights. To qualify for affiliate membership, you must:
- Agree to and sign the Member's Agreement and Professional Conduct Statement.
- Fulfill society requirements, which vary by society (find a society). All societies require two professional references as part of each application; these are submitted online by your sponsors.
Once you're approved for affiliate membership by a society, you will be prompted to activate your membership. You may activate your membership at that time or wait until you qualify and are approved for regular membership (see below) to activate your membership.
Note: Affiliate membership does not qualify you to receive the CFA charter. Candidates are often first approved as affiliate members and then apply for an upgrade to regular membership after they have accrued the required work experience.
To qualify as a CFA charterholder member, you must be a regular member and have completed all three exam levels of the CFA Program.
Associate Membership
To qualify for candidate membership, you must meet both criteria listed below
Associate Membership
Others
Professional Membership