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Membership Requirements

You need to be a member of CFA Institute to become a member of BCFAS, unless applying for Student Membership. Please elect Baltimore CFA Society (“BA”) as your local society.

Annual Dues:

CFA Institute and Member Society dues are billed and collected on an annual basis from July 1 through June 30. Member Society dues vary and are non-transferable. In addition to CFA Institute dues, BCFAS annual dues are $50. BCFAS does not prorate dues.

Applicant Forms:

Download the CFA Institute Membership application to apply for Regular or Affiliate membership. One form is used for both categories. CFA Institute will determine the level of membership.

Download the CFA Institute Membership Instructions.

Download the Get information regarding Membership Sponsors .

Download the CFA Institute Membership Upgrade application to apply for Regular membership from Affiliate membership.

Download the CFA Institute Status Change form to apply for Retired membership, change your address, or to cancel/add a Society membership.

Download the Membership Reinstatement form if your CFA Institute membership has lapsed.

Download the Baltimore CFA Society Student Membership form to apply for Student membership.

Download the CFA Institute Code of Ethics and Standards of Professional Conduct.

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Benefits of Membership

CFA Institute is the leading, global, professional association in the investment industry, serving investment analysts, portfolio managers, and other investment decision makers. With members and Chartered Financial Analyst candidates in affiliated societies and chapters around the world, CFA Institute is uniquely qualified to provide investment leaders with global leadership in investment education, advocacy and educational programs, and the opportunity to network with other investment professionals.

CFA Institute membership provides the knowledge, recognition, and industry network that you need to position yourself for career growth. Every CFA Institute member service is designed to meet the specific needs of investment professionals, from conferences and publications (Financial Analysts Journal ®, CFA Magazine), to Professional Conduct and Advocacy programs and other member benefits like CFA Institute JobLine, the Member Insurance Program, and the CFA Institute website. Membership in a CFA Institute Member Society offers you access to services and networking on a local level.