GENERAL FAQs

You’ll gain access to all the incredible benefits of student membership for just $25 a year! That’s less than lunch in NYC.
The CFA Society New York member year runs from July 1 – June 30. Dues are not pro-rated. (You must renew your student membership each year you are eligible).

ELIGIBILITY 

Any university student in New York who has a focus in finance – undergraduate and graduate!

You’re eligible for student membership as long as you are a university student in New York with a focus in finance, undergraduate or graduate level. Student Membership is available only to individuals who do not otherwise qualify for Candidate, Professional, or Regular membership.

 

We’ve designed specific levels of membership for every stage of your career! After graduation there are different levels of membership you may be eligible for.
Candidate membership requires enrollment in the CFA Program; Individuals that are students (undergraduate or graduate) that are enrolled with CFA Institute for the CFA Program are not eligible for Student membership and should apply for Candidate Membership.
No, CFA Society New York Student Membership is a local society membership. While you do need an account via CFA Institute to apply for Student Membership within CFA Society New York, the account is free for non-members.
You must renew your student membership each year you are eligible. The CFA Society New York member year runs from July 1 – June 30.

BENEFIT FAQs

Becoming a student member with CFA Society New York gives you a jump start on your finance career! You’ll be able to:

  • Gain exclusive access to members-only interest groups
  • Receive personalized step-by-step guidance
  • Engage with like-minded students and CFA charter holders at networking events

All CFA Society Events are open to student members! Sometimes limited seats are available, so make sure you register quickly!

You can find our current calendar of events here. These are great opportunities to meet those career-boosting connections.

All CFA Society networking events are open to student members! You can find our current calendar of events here. These are great opportunities to meet those career-boosting connections.

We’re working on putting together a calendar of student-only events! If you’re interested in helping with these opportunities, please contact membership@cfany.org.

We’re working on creating exclusive student events and volunteer opportunities. If you’re interested in helping, then please contact

Yes! Student members receive savings on CFA Society New York events.

Additionally, through CFA Society New York, members qualify for 15% off Kaplan Schweser’s study packages to help with CFA exam preparation. Click here for more information.

APPLICATION FAQs

You can find the application on our website and then follow these easy steps.

  1. Click on the Join button and Create a CFA Institute Account
  2. Complete your CFA Society New York Student Membership Application.
  3. Once you academic reference and application is reviewed and approved, you can make your payment, and you’ll become a member

    Collecting the following documents before you start your application will ensure a smooth process! Make sure you have:

    • Academic reference
    • CFA Charterholder member (If you do not have one, we will help identify one)

    Your application will be processed in 5 business days by CFA Society New York staff. Student applicants may email membership@cfany.org to check the status of their application.

    STUDENT MEMBERSHIP & CFA SOCIETY NEW YORK FAQs

    No, becoming a CFA Society New York student member does not enroll you in the CFA Exam. But we’ll be happy to help you figure out if this is something you’d like to pursue!
    No, you don’t have to know what your next steps are. In fact, that’s one of the benefits of student membership! We’re here to help you determine which path you want to forge in your finance career and help you figure out the steps you need to take to get there.
    CFA Society New York is the perfect support system to help you prepare for your exam! You’ll receive exclusive access to materials specifically designed for aspiring finance professionals like you. Plus, you’ll gain opportunities to attend exam prep workshops and form connections that can turn into study groups!
     
    Additionally, through CFA Society New York, members qualify for 15% off Kaplan Schweser’s study packages to help with CFA exam preparation.
    Click here for more information.

     

    We would encourage the student to apply for a Candidate Membership to receive the best outreach and candidate networking opportunities. It is not required to update their membership until renewals (June 30).

    STUDENT MEMBERSHIP – OTHER

    Please email membership@cfany.org or call (212) 541-4530 and we will be happy to answer all of your questions. We look forward to speaking with you!