CFA Society San Diego offers Regular Membership for candidates in the CFA and/or CIPM Programs. You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.
Work Experience: 4000 hours
References: 2-3 professional references
Membership Period: July 1 - June 30
Fees: $425
CFA Institute - $275
CFA Society San Diego - $150
Retired Member Fees: $150
CFA Institute - $100
CFA Society San Diego - $50
Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.
Affiliate Members
CFA Society San Diego recommends Affiliate Membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership.
Work Experience: 12 months
References: 2-3 professional references
Membership Period: July 1 - June 30
Fees: $425
CFA Institute - $275
CFA Society San Diego - $150
Candidate Members
CFA Society San Diego offers Candidate Membership for candidates in the CFA Program. You must be currently registered as a Level I, Level II, or Level III candidate in the CFA Program. You must join as a regular member upon passing Level III exam. Candidate membership is only available to individuals who do not qualify as a Regular or Affiliate members.
Requirements: Application
Membership Period: July 1 - June 30
Fees: $50
Student Members
CFA Society San Diego offers Student Membership that gives students access to programs luncheons, our career center, and networking events with peers and CFA Society San Diego's professional membership - some of San Diego's most well-known and successful financial professionals. Follow the instructions to submit your application, and begin a new chapter in your investment industry career today!
Requirements: Application & Transcript (unofficial copy)
Membership Period: July 1st to June 30th
Fees: $50
More info? Contact our Membership Chair
here.
Apply