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

Regular Membership for Professionals with CFA Charter

(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)

Who: For individuals enrolled in the CFA program with at least a bachelor’s degree who have not yet received the CFA charter.

This membership does not include membership with CFA Institute.

Cost: $100

Duration: 1 July to 30 June

To apply to this membership complete the application form below

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 only

Member 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

Member Content & Resources

Leadership Groups

Discounts & Exclusive Events

Video Clips & Full Conference Recordings

Membership Brochure