| Membership Categories
CFA Charterholder Membership
To qualify as a CFA charterholder member, you must become a regular member and complete all three levels of the CFA Program.
Regular Membership
To qualify as a regular member of CFA Institute and BCFAS, an investment professional must meet all of the criteria listed below:
- 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
- Have 48 months of acceptable professional work experience in the investment decision-making process
- Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute
Both CFA Institute and BCFAS must review your application for regular membership. All societies require you to provide sponsor forms from two individuals. 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 adhere to and sign the Member's Agreement and Professional Conduct Statement.
Note: Affiliate membership does not qualify you for the award of the CFA charter. You may apply for an upgrade to regular membership by submitting an upgrade form.
Student Membership
Student membership is open to any full time (12+ credits) college student. Becoming a member does NOT include membership to CFA institute.
BCFAS Student Membership includes:
Retired Membership
Renewing members who are not currently employed can apply for a reduced rate by applying for “retired” status on the retirement form. Retired membership includes access to many of the benefits of regular membership with the option to purchase the others for a nominal fee. |