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 button 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