An individual must be approved for regular membership in CFA Institute and shall fulfill such other requirements imposed by the Society that are consistent with the requirements established by CFA Institute.
Regular membership is a prerequisite to earning the CFA® charter and CIPM® certificate.
We recommend regular membership for:
- Candidate in the CFA® Program and/or CIPM® Program; or
- Investment professionals directly involved in or supporting the investment decision-making process.
As CFA Institute complies with The Office of Foreign Asset Control ("OFAC") Policy, residents of certain countries may be prohibited by law from becoming a CFA Institute or a Society Member.