Membership Options
Connect with other investment professionals in the metro New York area by becoming an CFA Society New York member. Join today to connect and join network opportunities, educational resources, and other career-enhancing benefits.
Regular Membership
(Membership to CFA Institute & CFA Society New York)
Who: Investment professionals directly involved in or supporting the investment decision-making process. Regular membership is a prerequisite to earning the CFA charter and CIPM certificate.
Cost: $549
CFA Institute ($299) + CFA Society New York ($250)
Duration: 1 July to 30 June
Requirements: 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.
Click the link below to apply for regular membership, and select CFA Society New York as your local society membership as part of the join or renewal process.
Professional Membership
Professional Membership for Professionals
(Membership to CFA Society New York Only)
Who: This Society-only membership is local only and for individuals not holding or eligible for the CFA Charter. If you have a membership with CFA Institute, please renew all memberships through the Institute
Requirements: 4+ years of acceptable professional finance work experience, and at least a bachelor’s degree. At least one year of your “acceptable professional work experience” has occurred within the past four years.
Cost: $250/yearly*
Duration: 1 July to 30 June
To apply to this membership complete the application form below
Candidate Membership
(Membership to CFA Society New York Only)
Benefits of Becoming a Member
Access to Community
Access to Community
Gain access to our community of more than 10,000 people in the New York Metro area
Member Only Access
member onlyMember Only Access
Get access to exclusive content, community, events, and more!
Discounted Rates
Discounted Rates
Savings on ALL CFA New York events and professional development courses
Membership Benefits
- Access to a community of more than 10,000 people in the New York metro area
- In-person networking opportunities at receptions following events
- Mentorship/Mentee opportunities
- Access to an online community platform
- Invitation to CFA New York members-only events
- Ability to join and volunteer with members-only interest groups
- Member Only – CFA professional salary/wage data
- Access to the membership directory
- Savings on ALL CFA New York events and partner events
- Access to podcasts, webcasts & video conferences
- Access to online job board
- Membership Discounts on Cognitir, Kaplan and Wall Street Prep Courses
- CFA Society New York participates in the global passport program allowing members of participating CFA Societies to attend partner societies events at the local member price
Impact & Innovation
Most Outstanding Society
Delivering Member Value
CFA Society New York is an important part of my ongoing professional development. At CFA Society New York events, I have the opportunity to meet and engage with industry thought leaders.
Bridget McKenna, CFA
Vice President, Nuveen