You take your career seriously. You understand the power of qualifications and a strong network.

CFA Society New York is a local financial community for those who lead the global investment management industry.

We are here to help you progress within the investment profession.

Professional Membership

Prerequisites & Criteria

This membership does not include membership in the CFA Institute and is designed for professionals new in their career.

You are a finance professional with 4+ years of acceptable professional 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.

This membership is a Society only option. If you have a membership in the CFA Institute, please renew all memberships through the Institute.

Fees: $350

CFA Society New York: $250*

New Application Fee: $100

*Rates are prorated based on Membership Year which runs July 1 – June 30

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Regular Membership and CFA Charterholder

Prerequisites & Criteria

This membership is for investment professionals directly involved in or supporting the investment decision-making process.

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.

You will be directed to the CFA Institute website. Select New York as your society to join during the registration process.

Fees: $549

CFA Institute: $299
CFA Society New York: $250

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Renew

Candidate Membership

Prerequisites & Criteria

You are currently enrolled in the CFA program and have at least a bachelor’s degree. This membership does not include membership in the CFA Institute.

You have at least one year of acceptable professional work experience, but less than four.

You are a charter pending.

Individuals enrolled in the CFA program with 4+ years of professional work experience must fill out the Professional Membership application.

Fees: $100

CFA Society New York: $100*

*Rates are prorated based on Membership Year which runs July 1 – June 30

Join
Renew

Membership Benefits

  • CFA Society New York is one of the largest of 160 member societies of CFA Institute
  • Members receive early notification, invitations and potential access to industry shaping events
  • Members receive substantial discounts on paid events and other educational opportunities
  • Members are able to access peer to peer Roundtables, Research, Discussion and Thought Leadership Groups
  • Members may gain access to previous content via our video and audio recordings (as long as CHATHAM HOUSE RULE or other restrictions were not in place)
  • In person networking at receptions following events and at dedicated socials
  • Your membership supports the work of CFA Institute in New York
  • Your membership provides you with a voice as we help raise the standard of investment management globally
  • CFA Society New York is a local financial community for those who lead the global investment management industry
  • Members receive a 10% discount on select Kaplan Professional exam prep materials. LEARN MORE »

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

Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530

Contact Us