Membership Types

Thank you for your interest in CFA Society New York!
We look forward to welcoming you as a member.


Prerequisites & Criteria

You are not a current CFA charterholder

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

New Applicant

CFA Charterholder

Prerequisites & Criteria

You are a current CFA charterholder

You are electing to select CFA Society New York as your CFA Institute local society

Note: The buttons below will send you to the CFA Institute website to begin the application/renewal form

New Applicant


Prerequisites & Criteria

You are currently enrolled in the CFA program and have at least a bachelor’s degree

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

You are a charter pending

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

New Applicant

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